The Scenario
You're an agency director and a contractor just wrapped their last day. Before you remove their Planly access, someone on the team mentions — almost in passing — that they're not sure the contractor was in only one team workspace. Or maybe two. Or possibly all of them.
Nobody has a single place that lists every channel across every team. The Planly interface shows you one team at a time. You'd have to click through all eight client workspaces, note every connected channel, and reassemble the picture manually.
The bad version:
- Navigate to the first team in Planly, write down every channel name, social network, and connection status in a notepad or a quick doc.
- Switch to the second team, realize you forgot whether you noted the status field or just the name, go back, start over.
- Finish all eight teams, try to combine your notes into an Excel worksheet, and find you recorded the channel names differently across teams — "Instagram (Brand)" in one, "Brand IG" in another.
The report is going to the client to sign off on the contractor's scope. You don't have time to reconcile naming conventions across eight teams before the end-of-day call.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you're looking at, and through its built-in Planly integration it can walk every team in your Planly account, pull every connected channel, and write the full audit table into the sheet in one pass.
Open a blank Excel worksheet, open the SheetXAI sidebar, and paste this prompt:
Pull every connected Planly channel across all teams and write team name (A), channel name (B), social network (C), and status (D) into this Excel sheet — flag any non-active channels in column E
What You Get
- Column A: team name
- Column B: channel name as recorded in Planly
- Column C: social network (Instagram, LinkedIn, Facebook, X, TikTok, etc.)
- Column D: connection status (active, disconnected, error, etc.)
- Column E: "Review needed" for any channel not in active status, blank otherwise
- One row per channel across all teams
What If the Data Is Not Quite Ready
You only care about specific social networks (e.g. just LinkedIn and Instagram)
Pull every connected Planly channel across all teams, filter to only LinkedIn and Instagram channels, and write team name (A), channel name (B), social network (C), and status (D) into this Excel sheet — flag non-active in column E
You want to see which channels appear across more than one team
Pull every connected Planly channel across all teams, write team name (A), channel name (B), social network (C), status (D) into this Excel sheet, then scan column B for duplicate channel names and flag them in column E with 'Duplicate channel'
You want to sort by social network so you can review platform by platform
Pull every connected Planly channel across all teams, sort by social network then by team name, and write team name (A), channel name (B), social network (C), status (D) into this Excel sheet — flag non-active in column E
Full access audit: pull all teams, all channels, flag non-active and duplicates, and record the export date
Pull every connected Planly channel across all teams, write team name (A), channel name (B), social network (C), status (D) — flag non-active in column E as 'Review needed', flag any channel name that appears in more than one team in column F as 'Multi-team', and write today's date into column G for every row
One prompt handles the pull, the flagging, and the audit record in a single pass.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull every channel across all your Planly teams. You can also check out how to export your content calendar or read the Planly hub overview.