The Scenario
You are a social media manager at an agency. You handle three client HighLevel locations, each with its own scheduled and published post history. The agency's quarterly content audit is due Thursday. The deliverable is a single Excel workbook listing every post across all three locations with status, platform, scheduled date, and content preview.
HighLevel does not have a native social post export. Getting this data means the API, which means a developer ticket, which means the audit slips to next week.
The slow version:
- Open HighLevel Location 1, go to Social Planner
- Screenshot or manually copy each post's content, status, and date into the workbook
- Switch to Location 2, repeat
- Switch to Location 3, repeat
- Spend Wednesday reconciling which entries belong to which location
- Thursday arrives and the audit is three tabs of inconsistently formatted notes.
The fast version is one prompt before Wednesday's standup.
The Easy Way: One Prompt in SheetXAI
SheetXAI queries the HighLevel social posts API for each location and writes one row per post across all three locations into the workbook.
Open the SheetXAI sidebar and type:
Retrieve all social media posts from the three HighLevel locations in cells A1, B1, and C1. Write all posts to the Posts tab with a Location column, plus content preview, platform, status, scheduled date, and post ID.
SheetXAI calls the social posts API for each location, combines the results, and writes a unified Posts tab.
What You Get
A multi-location post audit workbook on the Posts tab with one row per post:
- Location — which client account the post belongs to
- Content preview — the first 100 characters of the post text
- Platform — Facebook, Instagram, LinkedIn, Google Business, or wherever it was scheduled
- Status — scheduled, published, or failed
- Scheduled date — when it was set to go out
- Post ID — HighLevel's identifier for follow-up
Sort by status and every failed post surfaces immediately. That is the audit finding the client needs, without two days of manual extraction.
What If the Data Is Not Quite Ready
Social post audits reveal gaps that go beyond simple reporting.
When you only need posts from the past 90 days
The locations have two years of post history. The quarterly audit only covers the last three months.
Retrieve all social media posts from HighLevel locations in cells A1, B1, and C1 that have a scheduled date within the last 90 days. Write content preview, platform, status, scheduled date, and post ID to the Posts tab, with a Location column.
When the client wants to see engagement data alongside post details
Knowing a post was published is useful. Knowing it got 12 clicks is more useful.
Retrieve all published social media posts from locations in cells A1, B1, and C1 for the past 90 days. For each post, also fetch engagement metrics if available, including reach, clicks, and reactions. Write all fields to the Posts tab.
When the client wants to know which platforms are under-used this quarter
The audit should flag platforms where fewer than 5 posts were published across the 90-day window.
Retrieve all social media posts from locations in cells A1, B1, and C1 for the last 90 days. Write to the Posts tab with Location, platform, status, and scheduled date. In the Summary tab, add a platform breakdown showing post count per platform per location and flag any combination with fewer than 5 posts as "LOW VOLUME."
When the full deliverable is: raw posts, platform summary, failed post list, and a client narrative in one workbook
Retrieve all social media posts from the three HighLevel locations in cells A1, B1, and C1. Write all posts to the Posts tab with Location, content preview, platform, status, scheduled date, and post ID. In the Summary tab, write a platform breakdown by location and flag platforms below 5 posts. In the Failed tab, list only posts with status "failed" or "error." In cell A1 of the Summary tab, write a 3-sentence plain-English summary of the audit findings for the client.
The pattern: describe the full deliverable in one prompt. SheetXAI populates multiple tabs and writes the client-facing summary.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull all social posts from any HighLevel location into an Excel workbook for your next content audit. The HighLevel integration is included in every SheetXAI plan. For related workflows, see how to audit HighLevel email templates in Excel or the HighLevel in Excel overview.