The Scenario
You are a copywriter who manages cold email for five B2B clients. Each client has multiple Instantly campaigns with two to four steps, each step with A/B variants.
Your quarterly review is in three days. Each client wants to know which subject lines are winning, which body variants are generating replies, and which steps are being skipped. All of that data is in Instantly. None of it is in a workbook.
The slow version:
- Log into Instantly
- Click into campaign 1, step 1, note variant A and B metrics
- Repeat for every step in every campaign across five clients
- Build a workbook for each client manually
- You are still clicking through campaign 6 on Wednesday morning.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your Instantly workspace and pulls step-level and variant-level analytics into the workbook so you never click through individual campaign dashboards.
Open the SheetXAI sidebar and type:
For each of my Instantly campaigns, pull the step-by-step analytics — open rate, reply rate, and click rate per step and variant — and write them to the Steps tab with campaign name, step number, variant label, and metrics. One row per step-variant combination.
SheetXAI iterates your campaigns, pulls step-level stats, and writes one row per step-variant combination to the Steps tab.
What You Get
A workbook tab with one row per step-variant combination across every campaign:
- Campaign name — exactly as labeled in Instantly
- Step number — so you can see where drop-off happens in the sequence
- Variant label — A, B, or whatever Instantly uses
- Open rate, reply rate, click rate — as percentages
Sort by reply rate and the winning variants jump to the top. One workbook, five clients covered.
What If the Data Is Not Quite Ready
Step analytics from Instantly do not always come back in clean comparison-ready shapes.
When variant labels are not standardized
Some campaigns label variants "A" and "B", others use "Subject Test 1" and "Subject Test 2".
Pull step-level analytics for all Instantly campaigns. Normalize variant labels: treat anything containing "A" or "1" as "Variant A", and "B" or "2" as "Variant B". Write to the Steps tab with campaign name, step, normalized variant, sent, opens, and replies.
When you only want steps with enough sends to be meaningful
Steps with fewer than 50 sends are noise. Filter them out.
Pull step-level analytics for all Instantly campaigns. Filter to step-variant combinations where sent count is 50 or more. Write filtered results to the Steps tab with campaign name, step, variant, sent, open rate, and reply rate.
When you want a clear "winner" label per step
Clients want to read the workbook without doing the comparison themselves.
Pull step-level analytics for all Instantly campaigns. For each campaign-step pair, compare variant A and variant B reply rates and add a Winner column: the higher reply rate variant wins, or "Tie" if within 0.5 percentage points.
When you need step analytics combined with campaign-level stats in one workbook
Clients want context: how does each step compare to the overall campaign performance?
Pull overall campaign analytics and write them to the Summary tab. Pull step-level analytics and write them to the Steps tab. In the Steps tab, add a column showing the parent campaign's overall reply rate next to each step's rate.
The pattern: pull, normalize, label — one prompt instead of a morning of clicking.
Try It
Get the 7-day free trial of SheetXAI and open any reporting workbook, then ask it to pull your Instantly step-level analytics. The Instantly integration is included in every SheetXAI plan. For related workflows, see how to pull campaign-level analytics into Excel or the Instantly in Excel overview.