The Scenario
It's Monday morning. A client emails: "I don't think our Saturday LinkedIn post went live — can you check?" You open Planly and find it wasn't just Saturday's post. There are eleven failed posts across three client teams from the past week, scattered across different channels. Nobody flagged them because nobody knew where to look.
You need a full picture fast. Not just one failed post — all of them, across every channel, with enough detail to figure out whether this is a reconnected-channel issue or something else entirely.
The bad version:
- Navigate to each team in Planly, filter the schedule view to the past seven days, look for red or failed indicators, and manually copy each failed post's date, channel, and caption into a worksheet.
- Repeat for every team — there are eight — while the client is waiting for a reply.
- Finish the inventory and realize you can't tell if the failure reason field is populated anywhere in Planly's interface without clicking into each post individually.
This is supposed to be a quick triage. It has turned into an hour of clicking and the client is still waiting.
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 every failed and pending post across all channels from the past week and write the full list into the worksheet in one pass.
Open an Excel worksheet, open the SheetXAI sidebar, and paste this prompt:
Fetch all schedules from Planly filtered to status 'failed' or 'error' for the past 7 days and write them into this Excel sheet with scheduled date (A), channel (B), social network (C), and caption snippet (D)
What You Get
- Column A: originally scheduled date and time
- Column B: channel name (e.g. "Client X Instagram")
- Column C: social network
- Column D: caption snippet (first 100 characters of the post text)
- One row per failed post, ordered by scheduled date descending
- Posts with status 'error' are included alongside 'failed'
What If the Data Is Not Quite Ready
You want pending posts included alongside failed ones
Fetch all Planly schedules with status 'failed', 'error', or 'pending' for the past 7 days and write scheduled date (A), channel (B), social network (C), status (D), and caption (E) into this Excel sheet
You want to filter to a single client team
Fetch all Planly schedules with status 'failed' or 'error' for team 'Client Brand X' from the past 7 days and write scheduled date (A), channel (B), social network (C), and caption (D) into this Excel sheet
You want to group failed posts by channel to spot patterns
Fetch all Planly schedules with status 'failed' for the past 7 days, sort by channel name, and write channel name (A), scheduled date (B), social network (C), caption (D), and failure reason (E) into this Excel sheet
Full triage: pull all failed and pending posts, group by team and channel, flag repeat failures, and add counts
Fetch all Planly schedules with status 'failed' or 'pending' for the past 7 days — group by team and channel, write team name (A), channel name (B), social network (C), failure count (D), most recent failure date (E), and most recent caption snippet (F) into this Excel sheet; flag any channel with more than 2 failures in column G as 'Repeat issue'
One prompt gives you the triage document and the pattern detection simultaneously.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook, then ask it to surface every failed post from Planly in the past week. You can also check out how to audit your connected channels or read the Planly hub overview.