The Scenario
It's the last week of the quarter. Your CRM manager just forwarded a message from the VP: before the QBR on Friday, someone needs a clean inventory of every MSG91 Segmento campaign — name, type, status, created date. That someone is you. The campaigns live in the MSG91 console. The QBR deck lives in PowerPoint. The gap between them is an Excel workbook that doesn't yet exist.
The bad version:
- Log into the MSG91 console, navigate to Segmento, scroll through the campaign list.
- Manually copy each campaign's name, type, status, and created date into a blank worksheet — row by row, 40 campaigns, no export that matches the format you need.
- Discover three campaigns don't show a created date in the UI. Track that information down separately.
The workbook gets built eventually. It takes two hours and still has three typos the VP will catch on the projector.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and talks to MSG91's Segmento API for you — no manual copying, no console navigation.
Fetch all campaigns from MSG91 Segmento and list campaign name, type, status, and created date in columns A through D.
What You Get
- Every Segmento campaign is written to the workbook with name in column A, type in B, status in C, and created date in D.
- Campaigns with missing fields surface with a blank cell rather than a silent skip — incomplete records are visible immediately.
- The data is ready to filter, sort, or paste into the QBR deck.
What If the Data Is Not Quite Ready
You only want active campaigns
Fetch all campaigns from MSG91 Segmento, filter to only those with a status of 'active', and write the campaign name, type, and created date to columns A through C.
You need campaign IDs for a follow-up pull
Pull all campaigns from MSG91 Segmento and write the campaign ID, name, type, status, and created date to columns A through E.
You want to match campaigns against an internal tracker on a second worksheet
Fetch all MSG91 Segmento campaigns and write them to the 'MSG91 Campaigns' worksheet in columns A through D, then in column E mark any campaign whose name appears in the 'Internal Tracker' worksheet column A as 'matched'.
Pull, deduplicate by name, flag recently created, and format for the QBR — one shot
Fetch all MSG91 Segmento campaigns, deduplicate by campaign name keeping the most recent, flag any created in the last 90 days in column E as 'new', and write all fields to the 'Campaign Audit' worksheet sorted by created date descending.
That last prompt handles what would normally be four separate steps across two tools.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook before your next campaign audit, then ask it to pull your full MSG91 Segmento campaign list into a worksheet. See the sibling spoke on failed Segmento events or return to the MSG91 hub.