The Scenario
You are a sales ops lead. Your company just hired a RevOps consultant doing a full audit of your Instantly workspace. They need a master inventory of all 20 campaigns: name, status, creation date, lead count, and sender account count.
The request came in Monday morning. They are presenting findings to the VP of Sales Wednesday at noon.
The slow version:
- Log into Instantly
- Click into campaign 1, note the name, status, date, lead count, sender count
- Repeat for campaigns 2 through 20
- Build the workbook manually
- Make a formatting error on row 14 that throws off the lead count column
- Fix it
- It is Tuesday night and you are still verifying numbers.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your Instantly workspace and writes the full campaign inventory to the workbook.
Open the SheetXAI sidebar and type:
List all Instantly campaigns and write the campaign name, status, creation date, number of leads, and number of sender accounts to the Inventory tab — one row per campaign, sorted by creation date descending.
SheetXAI pulls every campaign with its metadata and writes one sorted row per campaign to the Inventory tab.
What You Get
A complete campaign inventory in the workbook:
- Campaign name — exactly as labeled in Instantly
- Status — active, paused, draft, or completed
- Creation date — so you can see what was set up when
- Lead count — total leads associated with the campaign
- Sender account count — how many sending accounts are attached
Sort by status first. Draft campaigns that were never launched, paused campaigns nobody remembers stopping — those are the audit findings.
What If the Data Is Not Quite Ready
A raw campaign list needs shaping before a consultant presentation.
When you want to flag campaigns that are still active but old
Flag any campaign marked "active" but created more than 90 days ago.
List all Instantly campaigns with name, status, and creation date. Calculate days since creation. Add a "Campaign Age" column and flag any campaign that is "active" but older than 90 days with "REVIEW" in column F.
When the VP wants a summary by status, not a row-per-campaign view
Count how many campaigns are in each status bucket.
List all Instantly campaigns. Group by status and write a summary to the Summary tab: one row per status showing status label and campaign count. Then write the full detail to the Inventory tab below the summary.
When the audit is specifically about sender account distribution
You want to see which campaigns are using the most sending infrastructure.
List all Instantly campaigns with name, status, and sender account count. Sort by sender account count descending on the Inventory tab. Flag any campaign with more than 5 sender accounts in a "High Volume" column.
When the consultant wants lead samples from the top 5 campaigns
They want to verify lead quality in the largest campaigns.
List all Instantly campaigns sorted by lead count descending and write to the Inventory tab. For the top 5 campaigns by lead count, pull the first 10 lead emails and write them to the Sample Leads tab with the campaign name as a section header.
The pattern: inventory, shape, audit — the workspace picture that used to take half a day now takes one prompt.
Try It
Get the 7-day free trial of SheetXAI and open any audit workbook, then ask it to pull your full Instantly campaign inventory. The Instantly integration is included in every SheetXAI plan. For related workflows, see how to pull campaign analytics in Excel or the Instantly in Excel overview.