The Scenario
It is 4 PM on a Thursday, one hour before the weekly pipeline review. Your VP of Sales just asked you to pull a current campaign inventory — every PersistIQ campaign, who owns it, and its status — so the team can see what's running, what's paused, and what's been sitting untouched for weeks.
You don't know how many campaigns exist. Last time someone checked, it was around 30. But that was three months ago, before two SDRs joined and started building their own sequences.
The bad version:
- Log into PersistIQ, go to the campaigns list, start scrolling
- Notice you can't sort by owner or status in the interface the way you need
- Export whatever export option PersistIQ gives you, open the file in a separate workbook, clean it up, paste it into the shared Excel workbook, share the link
- Get a reply from the VP asking why campaign X isn't on the list — turns out it was on page 2 of the export and you missed it
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the full PersistIQ campaign list, including all pages, and writes it directly to a named worksheet — no export dialogs, no cleanup, no copy-paste.
Fetch all PersistIQ campaigns and dump them into the Excel sheet 'Campaigns Overview', then highlight any campaigns with no owner in red
What You Get
- The 'Campaigns Overview' worksheet with one row per campaign
- Columns: campaign name, campaign ID, owner, current status
- Any rows with no assigned owner highlighted in red automatically
- All campaigns included — not just the first page of results
What If the Data Is Not Quite Ready
You want to sort the inventory by creation date
The most recently created campaigns are the ones most likely to have missing metadata.
List all PersistIQ campaigns and write campaign name, ID, owner, and status into the 'Campaign Inventory' worksheet, sorted by creation date descending
You want to split the inventory by status for easier reading
The team wants to see active campaigns first, then paused, then archived — in three separate worksheets.
List all PersistIQ campaigns, group them by status (active, paused, archived), and write them to three separate worksheets: 'Active Campaigns', 'Paused Campaigns', 'Archived Campaigns' — include campaign name, ID, owner, and creation date in each
You want to add a lead count per campaign
The inventory is more useful if it shows how many leads are enrolled in each campaign right now.
List all PersistIQ campaigns and for each one, fetch the current enrolled lead count — write campaign name, ID, owner, status, and lead count to the 'Campaign Inventory' worksheet
You want to refresh this worksheet every Monday morning automatically
The campaign landscape changes fast. A snapshot that's a week old is already out of date.
List all PersistIQ campaigns, write name, ID, owner, status, and creation date to the 'Campaign Inventory' worksheet, overwriting any existing data, and add a timestamp in cell A1 showing when the pull ran
Running this prompt at the start of each week means the pipeline review always starts from current data.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull your full PersistIQ campaign list and land it in a worksheet your whole team can see. The export-lead-field-schema spoke covers the companion reference doc — useful when you're mapping PersistIQ fields to another system before a campaign build.