The Scenario
It's the week before a platform migration and the B2B marketing operations lead has a list problem. Her company is moving off Postalytics — or at least evaluating it — and nobody can give the migration team a straight answer about how many drip campaigns and flows are currently active. There's no internal documentation. The person who set up most of the flows left eight months ago.
The bad version:
- Log in to Postalytics, navigate to drip campaigns, count what you see, start copying names and IDs into an Excel workbook one at a time.
- Realize the flows section is in a completely different menu. Find it, start copying those separately.
- Discover that some campaigns are in a paused state and you're not sure if they count as active for the migration inventory.
- Send a Teams message asking if anyone knows the difference between a drip campaign and a flow in Postalytics. Wait for an answer.
The migration kickoff is next Monday. The audit was supposed to be done by end of day today.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to your Postalytics account and pulls the complete inventory of drip campaigns and flows in one operation — names, IDs, statuses, all in separate worksheets.
Pull my complete Postalytics drip campaign and flow inventory into Excel, placing each type on its own tab with the name, ID, and any available status information.
What You Get
After running that prompt:
- A 'Drip Campaigns' worksheet is created with one row per drip campaign, showing name, ID, and status.
- A 'Flows' worksheet is created with one row per flow, showing name, ID, and status.
- Any status data available from the API appears alongside the name and ID.
- The migration team has a complete reference without needing to navigate the Postalytics UI.
What If the Data Is Not Quite Ready
Non-active campaigns need to be highlighted for the migration review
Pull all Postalytics drip campaigns and flows into separate Excel worksheets with name, ID, and status. In each worksheet, highlight rows where status is not 'active' in yellow.
The inventory needs to be combined into a single worksheet for the migration handoff
Pull all Postalytics drip campaigns and flows into a single 'Campaign Inventory' worksheet with columns for type (drip or flow), name, ID, and status. Sort by type, then by name.
The migration team needs to know which flows reference specific contact list IDs
Pull all Postalytics flows into a new Excel worksheet with flow name, flow ID, status, and the contact list ID each flow references where that data is available in the API response.
Full migration inventory in one shot
Combined worksheet, status markers, contact list linkage, sorted and ready.
Pull all Postalytics drip campaigns and flows into a single 'Migration Inventory' Excel worksheet with columns for type, name, ID, status, and linked contact list ID where available. Sort by type then by name. Highlight rows with a non-active status in orange.
Everything the migration team needs, in one ask.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook, then ask it to pull your full Postalytics campaign and flow inventory before your next audit or platform review. You can also see the article on listing all contact lists, or the hub overview for all four connection methods.