The Scenario
You run paid media for an agency managing five LinkedIn ad accounts across five clients. Every month you need to send each client a consolidated campaign list — every campaign in their account with its status, daily budget, objective, and start date. Right now you log into each account separately, export a CSV, and copy the relevant columns into a master workbook. Five accounts means five logins, five exports, and a merge process that breaks whenever two clients happen to name a campaign the same thing.
The monthly review is in two days. The account team is already asking whether the workbook is ready.
The bad version:
- Log into the first client's LinkedIn account, navigate to Campaign Manager, set the status filter to All, export the campaign list as CSV.
- Open the CSV in Excel, delete the fifteen columns you don't need, keep the four you do, rename them to match your template headers.
- Paste into the master workbook with the client name in a new column A.
- Log out, log into the second client account. Repeat four more times.
- Discover that two of the CSVs used different column formats because one client account is on a legacy Campaign Manager version.
By month three this workflow feels like it was designed to make you quit.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the account IDs already in your worksheet and pulls a full campaign list for each one, merged into a single output without the login switching.
Search LinkedIn Ads campaigns for account ID 12345 and write the campaign name, status, type, daily budget, and start date into this worksheet starting at row 2
What You Get
- Row 2 onward: one campaign per row for all campaigns in the account.
- Columns: Campaign Name, Status, Type, Daily Budget, Start Date — in the order you specified.
- Active, paused, and draft campaigns all appear unless you filter by status in the prompt.
What If the Data Is Not Quite Ready
I need campaigns from multiple account IDs merged into one list
List all active and paused LinkedIn campaigns for account IDs 12345, 67890, and 11111. Add an Account ID column in column A, then write campaign name, status, type, daily budget, and start date into columns B through F. Merge all accounts into a single list sorted by account ID
Some campaigns use total budget instead of daily budget
Search LinkedIn Ads campaigns for account ID 12345. Write campaign name into column A, status into column B, budget type (daily or total) into column C, and the budget amount into column D. If the campaign uses a total budget, write the total; if it uses a daily budget, write that instead
I want to flag campaigns that have been running for more than 90 days without pausing
List all active LinkedIn campaigns for account ID 12345. Write campaign name, status, and start date into columns A, B, and C. In column D, calculate how many days the campaign has been running as of today. Flag any campaign running more than 90 days with "review — long-running" in column E
Full multi-account audit table in one shot
List all LinkedIn campaigns across account IDs in column A of the Accounts worksheet. For each account, pull all campaigns regardless of status. Write account ID, campaign name, status, type, daily budget, and start date into the Report worksheet starting at row 2. Add a column G that flags any campaign with daily budget over $500 as "high spend" and any campaign that has been active more than 60 days as "aging." Sort by account ID, then by daily budget descending within each account
That prompt produces a cross-account audit table with spend and age flags that you can share with the account team directly.
Try It
Get the 7-day free trial of SheetXAI and open your campaign audit workbook, then ask it to pull the full campaign list across all your managed accounts. For related workflows, see the creative status audit guide or the campaign performance metrics article.