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Planly · Excel Guide

Build a Complete Media Asset Inventory From Planly Into a Excel workbook

2026-05-14
5 min read

The Scenario

Your agency is switching DAM platforms. The migration vendor asks for a full inventory of every media asset currently stored in Planly: file names, types, IDs, and upload dates. They need it in a spreadsheet by end of week.

You have four client teams in Planly. Between them, there are something like 500 files — images, videos, GIFs. Nobody knows the exact count.

The bad version:

  • Open the Planly media library for Team 1, start scrolling, note file names and types into an Excel worksheet by hand.
  • Get to page 3 of the media library before realizing Planly paginates and you have no idea how many pages there are.
  • Look for an export button. There isn't one. Go back to hand-noting.
  • Repeat for Teams 2, 3, and 4.

You're a brand manager. You were supposed to spend this week on the new campaign brief. Instead you're building a file inventory by hand because nobody thought to make this easy.

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 working with, and through its built-in Planly integration it can walk your entire media library — handling pagination automatically — and write every asset into the worksheet.

Open an Excel worksheet, open the SheetXAI sidebar, and paste this prompt:

Fetch all media assets from Planly for my team and write them to this Excel sheet — capture the media ID, file type, and any available URL for each asset

What You Get

  • Column A: Planly media ID
  • Column B: file type (image/png, video/mp4, image/gif, etc.)
  • Column C: asset URL or CDN link if available
  • One row per asset, paginated automatically so nothing is cut off at page 1
  • Assets across the full team library

What If the Data Is Not Quite Ready

You want file names and upload dates alongside the IDs

Fetch all media assets from Planly for my team using pagination and write media ID (A), file name (B), media type (C), created date (D), and asset URL (E) into this Excel sheet

You want to filter to only images (no video)

Fetch all media assets from Planly for my team, filter to media type starting with 'image/', and write media ID (A), file name (B), media type (C), created date (D), and URL (E) into this Excel sheet

You want assets sorted by upload date so you can see what's most recent

Fetch all media assets from Planly for my team using pagination, sort by created date descending, and write media ID (A), file name (B), media type (C), created date (D), and URL (E) into this Excel sheet

Full migration inventory: pull all assets across all teams, deduplicate, add a row count, and flag old assets

Fetch all media assets across all my Planly teams using pagination, deduplicate by file name keeping the oldest upload, write media ID (A), file name (B), media type (C), team name (D), created date (E) and URL (F) into this Excel sheet — flag any asset with a created date older than 12 months in column G as 'Archive candidate', and write the total asset count into cell I1

The migration vendor gets a clean, deduplicated inventory with archive candidates already flagged.

Try It

Get the 7-day free trial of SheetXAI and open an Excel workbook, then ask it to pull every asset from your Planly media library. You can also check out how to bulk import media URLs or read the Planly hub overview.

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