The Scenario
You run social for eight clients. Every Friday, each one gets a link to an Excel workbook showing the next 30 days of scheduled posts across their channels — date, platform, caption, status. It's how they approve content before it goes live.
The problem is you build that workbook by hand. You open Planly, filter to the client's team, scroll through the schedule view, and copy each post into the worksheet one row at a time. Thirty posts, maybe forty if it's a busy month. You do it for every client.
The bad version:
- Filter Planly's schedule view to the client team and the right date range, then switch to the workbook and start transcribing: date, network, channel name, caption, status — one cell at a time for every row.
- Realize halfway through that Planly's date format doesn't match what the client's worksheet expects, and stop to clean each date manually before pasting.
- Hit a post with a long caption that breaks the cell width, fix the row height, and lose your place in Planly's scroll.
You're a social media strategist. The Friday calendar workbook is supposed to take fifteen minutes, not ninety. Right now it's eating Friday afternoon every week, and you haven't even started the actual strategy work yet.
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 pull your scheduled content calendar and write it directly into the sheet. No export, no reformatting, no manual transcription.
Open the client's review workbook, open the SheetXAI sidebar, and paste this prompt:
Fetch all upcoming scheduled posts from Planly and write them to this Excel sheet — one row per post, including scheduled date, platform, channel name, and post text
What You Get
- Column A: scheduled date, formatted as YYYY-MM-DD
- Column B: channel name (the Planly channel label, e.g. "Brand Instagram")
- Column C: social network (Instagram, LinkedIn, X, etc.)
- Column D: post status (scheduled, published, pending, failed)
- Column E: full caption text
- One row per post, in date order
- If a post has no caption yet, column E says "No caption" — it doesn't leave a blank that looks like a transcription error
What If the Data Is Not Quite Ready
The client wants posts grouped by platform, not by date
Fetch all upcoming Planly scheduled posts for my team for the next 30 days, sort by social network then by scheduled date, and write scheduled date (A), channel name (B), social network (C), status (D), and caption (E) into this Excel sheet
Some posts are still in draft and should be excluded
Fetch all upcoming Planly scheduled posts for my team for the next 30 days, exclude any with status 'draft', and write the remaining posts — scheduled date (A), channel name (B), social network (C), status (D), caption (E) — into this Excel sheet
The client only wants to see posts for two specific channels
Fetch all upcoming Planly scheduled posts for my team in the next 30 days, filter to only the channels named 'Client Brand Facebook' and 'Client Brand LinkedIn', and write scheduled date (A), channel name (B), social network (C), status (D), and caption (E) into this Excel sheet
Full review prep: filter, deduplicate, flag missing captions, and drop into the workbook
Fetch all upcoming Planly scheduled posts for my team for the next 30 days — exclude drafts, remove any duplicate rows where the same caption appears on the same date and channel, flag rows with no caption text in column F with the note 'Caption missing', and write the result into this Excel sheet with date (A), channel (B), network (C), status (D), caption (E)
The pattern is to combine filtering logic with output instructions in a single ask — so you get a client-ready workbook without a second cleanup pass.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you build your client review docs, then ask it to pull the next 30 days from Planly. You can also check out how to audit your connected channels or read the Planly hub overview.