The Scenario
You are a team lead managing 15 Phantom agents across four different LinkedIn outreach campaigns. The quarter ends in two weeks and you are doing a handoff to a new team member who starts Monday.
She needs to know which agents are active, what each one does, when they last ran, and which ones have gone dark. All of that lives in PhantomBuster. None of it is in a workbook.
The bad version of this week:
- You log into PhantomBuster and start copying agent names and IDs from the dashboard into an Excel workbook by hand
- The dashboard paginates and you miss two agents that were on the second page
- You click into each agent individually to find the last execution date
- Some agents show "never run" and you have to figure out whether that means they were set up but never used, or that the schedule is broken
- You paste thirteen agents into the workbook and realize two are missing
- You send the workbook to the new team member Monday morning and she immediately replies that she found two agents not on the list.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that fetches every Phantom agent in the account from the API in one call, no pagination, no clicking around the dashboard.
Open the SheetXAI sidebar and type:
List all PhantomBuster agents and write their details to the Excel sheet 'Phantom Audit', then highlight in red any agent with no execution in the last 14 days.
SheetXAI retrieves all 15 agents, writes them into the Phantom Audit tab with name, ID, schedule, and last execution date, and flags the dormant ones. All 15, none missing.
What You Get
A complete infrastructure audit in the Phantom Audit tab of your Excel workbook:
- Agent name — readable, not an internal ID
- Agent ID — the unique identifier for API or support references
- Schedule / launch type — how the Phantom is triggered
- Last execution date — when it last ran
- Dormant flag — highlighted in red if no execution in the last 14 days
The new team member gets the full picture before she logs into PhantomBuster for the first time. No gaps, no ambiguous timestamps, no manually assembled list that is missing two rows.
What If the Data Is Not Quite Ready
Agent audit workbooks often need more structure before they are useful as a handoff document. SheetXAI adds it in the same prompt.
When you want agents grouped by campaign
The 15 agents belong to four campaigns, and the handoff document should make that structure clear without requiring the new team member to guess.
Fetch all PhantomBuster agents and write name, ID, launch type, and last execution date into the Phantom Audit tab. In the next column, assign a campaign group based on agent name prefix: "LI-Connect" belongs to the Connection campaign, "LI-Visit" to the Profile Visitor campaign, "LI-Message" to the Messaging campaign, and all others to Unknown.
When you need the schedule in plain English instead of API codes
The launch type field returns values like "oncePerDay" or "repeatedly" that are not immediately clear to someone unfamiliar with the PhantomBuster API.
Fetch all PhantomBuster agents and write name, ID, and last execution date into the Phantom Audit tab. In the schedule column, translate the launch type to plain English: "Daily," "Manual only," "Every 6 hours," based on the fields returned by the API.
When you want to count active versus dormant agents at the top of the tab
The new team member wants the summary before she reads through the rows.
Fetch all PhantomBuster agents and write name, ID, launch type, and last execution date into the Phantom Audit tab. In the status column, write ACTIVE or DORMANT based on whether the last run was within 14 days. In cell A1, write a summary line: "Total: X | Active: Y | Dormant: Z".
When you need a complete handoff document in one prompt: agents, status, campaigns, schedule, and summary
The new team member starts Monday at 9 AM and needs to be self-sufficient by noon.
Fetch all PhantomBuster agents for this account. Write name, ID, and last execution date into the Phantom Audit tab. In the schedule column, write a plain English description. In the status column, write ACTIVE if run in the last 14 days, DORMANT otherwise. In the campaign column, assign based on name prefix: LI-Connect, LI-Visit, LI-Message, or Unknown. Write a summary in cell A1: "Total agents: X | Active: Y | Dormant: Z". Highlight the DORMANT rows in yellow.
The pattern: the handoff workbook is a one-prompt deliverable. The new team member reads the workbook, not the PhantomBuster dashboard.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull all your PhantomBuster agents into the workbook. The PhantomBuster integration is included in every SheetXAI plan. For related workflows, see how to pull agent usage stats and credit consumption or the PhantomBuster in Excel overview.