The Scenario
You are an email automation strategist. A client has 12 active Klaviyo flows and they want to know which ones are performing and which should be paused or rebuilt. That means a single Excel table showing all 12 flows — open rates, click rates, revenue per recipient — side by side. Klaviyo's analytics UI shows one flow at a time.
The bad version:
- Navigate to flow one, note the metrics, go back, navigate to flow two, note the metrics. Repeat 12 times across 12 separate drill-down screens.
- Paste the numbers into a scratch document with inconsistent decimal formatting.
- Transfer them manually into an Excel table, add the revenue-per-recipient formula column, sort by performance, and format for the client.
You have done this same pull for six other clients this month. The work is identical each time. The grind is identical each time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Klaviyo's flow analytics API and writes the full comparison table directly into the workbook.
Fetch flow analytics values from Klaviyo for all active flows and write flow name, recipients, open rate, click rate, and revenue into this workbook
What You Get
- One row per active flow, all 12 in a single table.
- Columns include flow name, total recipients, open rate, click rate, and revenue attributed.
- Revenue per recipient can be added with a follow-up prompt or a formula.
What If the Data Is Not Quite Ready
You need a longer lookback period
Query Klaviyo flow performance data for the last 90 days and populate columns A through F with flow name, total sends, unique opens, unique clicks, orders, and revenue attributed
You only want flows above a minimum revenue threshold
Fetch Klaviyo flow analytics for all active flows, filter to only flows where revenue is greater than 0, and write flow name, recipients, open rate, click rate, and revenue sorted by revenue descending
You need to flag underperformers for the client review
Fetch Klaviyo flow analytics for all active flows for the last 90 days, write flow name, sends, and open rate into columns A through C, then flag any flow where sends are above 500 but open rate is below 20% with "REVIEW" in column D
Full flow audit with recommendations
Fetch Klaviyo flow analytics for all active flows for the last 90 days, populate columns A through F with flow name, sends, open rate, click rate, orders, and revenue; calculate revenue per recipient and write it into column G; flag underperformers in column H; sort by revenue per recipient descending
The client conversation is about strategy, not about retrieving numbers from 12 separate screens.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook for your next client flow review, then ask it to pull all active flow metrics into one table. Also check out how to export campaign performance metrics to compare flow and campaign performance side by side.