The Scenario
Someone on your agency ops team is building a vendor master — a single workbook that documents every tool the agency runs for clients, with plan tier, billing email, account creation date, and the account ID needed to reference it in support tickets. They've gotten through most of the stack.
Then they hit Proofly. The dashboard doesn't have a single "account details" page that surfaces all of this in one view. Plan information is in billing. The account ID lives in a settings drawer they found after fifteen minutes of poking around. The creation date is apparently in a welcome email from three years ago.
The bad version:
- Log into Proofly, navigate to billing to find the plan name, copy it into the workbook
- Find the account settings page, locate the account ID, copy it over
- Realize the creation date isn't surfaced anywhere in the UI, file a support request, and put a placeholder in the workbook while you wait
The vendor audit has a deadline attached to a contract renewal decision. A placeholder in column C is a placeholder in the decision.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the Proofly API for account profile data and writes every available field into your workbook in one pass — no dashboard navigation, no support tickets for fields the UI hides.
Get the Proofly user profile details and paste all returned fields into column A (field names) and column B (values) of this Excel sheet
What You Get
- Column A: Field names as returned by the Proofly account profile API — email, plan name, account ID, created at, and any additional fields the API surfaces
- Column B: The corresponding values for each field
- One field per row, starting at row 1
- If any field is unavailable in the API response, SheetXAI writes "N/A" in column B and notes which field in the sidebar
What If the Data Is Not Quite Ready
Your vendor master uses a specific date format — DD/MM/YYYY — and everything else is already formatted that way
Fetch the Proofly account profile and write email, plan name, account ID, and creation date into row 2 under headers in row 1 of this Excel sheet. Format the creation date as DD/MM/YYYY to match the rest of this workbook
You're documenting three separate Proofly accounts for three clients and need each in its own worksheet
Fetch the Proofly account profile for the currently authenticated account and write email, plan name, account ID, and creation date into row 2 of the "Client A" worksheet. Then confirm what fields were returned so I can repeat for the other two accounts with different credentials
Your vendor master has a "Notes" column and you want to auto-populate it with the plan tier's support level
Fetch the Proofly account profile into row 2 of this Excel sheet with email, plan name, account ID, and creation date. In column E under the "Support Level" header, write the appropriate support tier based on the plan name — "Priority" if the plan name contains "Pro" or "Business", otherwise "Standard"
You want to pull all account fields and clean up the whole row in one shot before the audit submission
Fetch the Proofly account profile and write every available field into this Excel sheet — field names in column A, values in column B. Then in column C, flag any field where the value is blank or null as "MISSING — verify in dashboard" so I know what to chase down before the audit deadline
The point is to handle the lookup, the formatting, and the completeness check in one prompt rather than three separate manual passes.
Try It
Get the 7-day free trial of SheetXAI and open your vendor master workbook, then ask it to pull the Proofly account profile with whatever fields and formatting your audit requires. For the campaign side of your Proofly documentation, see Audit Your Proofly Campaign Inventory in an Excel workbook and the Proofly integration hub.