The Scenario
Churn is up this quarter. Your VP wants a behavioral breakdown: what were your top 50 high-value customers doing in Klaviyo — specifically "Placed Order" and "Viewed Product" events — in the six months before they churned? The customer emails are in an Excel workbook. The event history is in Klaviyo. You need both in the same place to run the analysis.
The bad version:
- Log into Klaviyo, search for the first customer email, navigate to their profile, scroll to the activity timeline, and manually note the events that matter. Repeat for 49 more profiles.
- After two hours of clicking, you have a hand-entered table with enough transcription errors that you are not confident in the numbers.
- The VP asks if you can include revenue values on the order events. You go back to Klaviyo and start over.
You are supposed to be analyzing churn patterns. Instead you are transcribing activity logs one profile at a time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the customer email list and pulls event history from Klaviyo for each profile — writing every event as its own row in the workbook.
Pull all Klaviyo events for profiles listed in column A of this workbook and write each event's metric name, timestamp, and value into a new row in the "Events" worksheet
What You Get
- For each of the 50 emails in column A, Klaviyo's event history is queried and each event becomes a separate row in the "Events" worksheet.
- Each row contains the profile email, metric name (e.g., "Placed Order"), event timestamp, and associated value (e.g., order revenue).
- The full event log is ready for analysis without a single manual lookup.
What If the Data Is Not Quite Ready
You only want the two specific event types
For each email in column A, pull only "Placed Order" and "Viewed Product" events from Klaviyo for the last 6 months, and write profile email, event name, timestamp, and revenue value into a new row in the "Events" worksheet
You need aggregated event counts per customer, not individual events
For each email in column A, count how many "Placed Order" events occurred in Klaviyo over the last 6 months and write the email and order count into columns A and B of the "Summary" worksheet
You need the most recent event timestamp to identify recency
For each email in column A, find the timestamp of the most recent "Placed Order" event in Klaviyo and write the email and last order date into columns A and B
Full churn signal analysis in one pass
For each email in column A, pull "Placed Order" and "Viewed Product" events from Klaviyo for the last 6 months; write all individual events to the "Events" worksheet with email, event name, and timestamp; then write a summary to the "Churn Analysis" worksheet showing email, total orders, total product views, days since last order, and days since last product view — sorted by days since last order descending
The churn analysis gets behavioral signal from Klaviyo without a single manual profile lookup.
Try It
Get the 7-day free trial of SheetXAI and open the customer email workbook your CS team is tracking, then ask it to pull the full Klaviyo event history for all 50 profiles in one pass. Also check out how to pull metric aggregates if you need aggregate event trends rather than individual event records.