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MailerLite · Excel Guide

Export MailerLite Automation Activity to Excel for Funnel Analysis

The Scenario

You are a growth marketer. You launched an onboarding automation for 2,000 new subscribers three weeks ago. The automation has five steps. You want step-by-step completion rates — but the MailerLite dashboard only shows aggregate counts, not per-subscriber step data.

The board meeting is in two days. You need the funnel data in an Excel workbook for the deck.

The bad version:

  • You open MailerLite's Automations section and look for an export
  • There is no CSV export for subscriber-level activity within an automation
  • You click through to the analytics view — aggregate numbers only
  • You contact support and learn you need the API
  • You put in a request for a developer to pull it
  • The developer gets back to you after the board meeting.

The fast version is one prompt and the data is in the workbook before lunch.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent inside your Excel workbook that pulls subscriber-level automation activity from MailerLite and writes it in so you can calculate your own completion rates.

Open the SheetXAI sidebar and type:

Pull automation activity for MailerLite automation [ID] for all statuses and write subscriber email, status (active/completed/cancelled), and entry date into this workbook — then add a count row at the bottom broken down by status.

SheetXAI calls the MailerLite automation subscribers API, writes every subscriber and their status, and adds the summary count row. You have the raw data and the aggregate in one place.

What You Get

A workbook with full automation activity for funnel analysis:

  • Subscriber email for every subscriber who entered the automation
  • Status — active, completed, or cancelled — in a separate column
  • Entry date — so you can see cohort breakdowns over time
  • Count row at the bottom — broken down by status

The count row is the board slide number. The per-subscriber rows are your safety net if anyone asks to dig in.

What If the Data Is Not Quite Ready

Funnel analyses always need more slicing than a simple status breakdown. SheetXAI handles it in the same prompt.

When you want only active subscribers and the step they are on

The board wants to know which step is the biggest drop-off point.

Fetch all subscriber activity for MailerLite automation [ID] with status 'active' and write each subscriber's email and the step they are currently on into this workbook. Add a count row at the bottom showing how many subscribers are on each step number.

When you want to compare completion rates across two automations

You ran a revised onboarding automation starting last month and want to compare completion rates.

Pull automation activity for MailerLite automation [ID1] and write subscriber email, status, and entry date into columns A, B, C with 'Automation 1' in column D. Then pull activity for automation [ID2] and append below with 'Automation 2' in column D. Add a summary section showing completion rate for each.

When you only want subscribers who entered in the past 30 days

You want a recent cohort, not all historical subscribers.

Fetch all subscriber activity for MailerLite automation [ID] where entry date is in the past 30 days. Write subscriber email, status, and entry date into this workbook. Add a count row broken down by status.

When you want the full funnel: entry date, current step, time in automation, and completion flag

The VP of Growth wants a complete picture for each subscriber — not just whether they completed, but how long they took.

Pull all subscriber activity for MailerLite automation [ID]. Write subscriber email, status, entry date, and current step into this workbook. Add a column calculating the number of days since entry. Add a COMPLETED column that says TRUE if status is 'completed' and FALSE otherwise. Add a summary row showing total count, completion rate, and average days to completion.

The pattern: start with the raw activity pull, then describe the analysis you need in the same prompt.

Try It

Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull subscriber activity for the MailerLite automation you want to analyze. The MailerLite integration is included in every SheetXAI plan. For related workflows, see how to export campaign stats for a performance review in Excel or the MailerLite in Excel overview.

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