The Scenario
You are a VP of Sales. Your 'Mid-Market Nurture' sequence has 400 contacts enrolled and you have no idea where most of them are.
You need to know who is on which step, who has completed the sequence, and who has gone quiet after step two. The board deck is due Thursday and the "sequence effectiveness" slide is blank. Your Excel workbook is your working layer for board prep — you need the data in there.
Reply.io's built-in reports show aggregate open rates. What you actually need is a row-level view: contact, current step, engagement status, completion timestamp.
The slow version:
- Go to Reply.io, open the sequence, click the People tab
- Export to CSV
- Open the CSV in Excel, paste into the PipelineData tab
- Discover the export does not include current step number
- Call Reply.io support
- Build the board slide from the aggregate numbers instead, which answers a different question
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls the full contact and engagement data from Reply.io and writes it into the workbook for analysis.
Open the SheetXAI sidebar and type:
Fetch every contact in the Reply.io sequence named 'Mid-Market Nurture', including their engagement status and current step, and paste all results into the PipelineData tab starting at row 2.
SheetXAI fetches every contact in the sequence with their current step number, engagement status, and completion timestamp. The PipelineData tab fills with one row per contact — 400 rows, all the data you need for Thursday.
What You Get
An Excel workbook with one row per enrolled contact on the PipelineData tab:
- Contact email and name — identifying fields
- Current step number — where they are in the sequence now
- Engagement status — active, finished, bounced, replied, opted out
- Completion timestamp — when they finished, if applicable
This is the view Reply.io's UI does not give you. You can sort by step number to see where the sequence stalls, filter by status to count drop-off per stage, and build the board slide with real data.
What If the Data Is Not Quite Ready
Sequence contact data usually needs a few cuts before it tells a story. SheetXAI can do the analysis in the same prompt.
When you want the drop-off count per step rather than the raw contact list
You need the funnel view, not the raw rows.
Get all contacts in 'Mid-Market Nurture'. Count how many are currently on each step number. Write step number in column A of the PipelineData tab, count of active contacts in column B, count of finished contacts in column C, and bounce count in column D.
When you only want contacts who have not responded past step 4
You want to identify candidates for a direct phone call.
Get all contacts in 'Mid-Market Nurture' whose status is 'active' and who are on step 5 or later. Write their email, name, and current step into the PipelineData tab.
When you need to join the sequence data with a CRM file in another tab
You have a Salesforce export in the CRMData tab with deal stage and ARR. You want to see if high-ARR prospects are dropping off early.
Get all contacts enrolled in 'Mid-Market Nurture' with their current step and status. Write them into columns A and B of the PipelineData tab. Then look up each email in the CRMData tab (A=email, B=deal stage, C=ARR) and add deal stage and ARR into columns C and D where a match exists.
When you need the same report across all active sequences
The board wants the funnel view for every running sequence, not just Mid-Market Nurture.
List all active Reply.io sequences. For each one, get all enrolled contacts with their current step and status. Write the results into the PipelineData tab with sequence name in column A, contact email in column B, current step in column C, and status in column D.
The pattern: instead of working with the aggregate numbers Reply.io surfaces, you ask for the row-level data and run your own analysis in Excel.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to pull all contacts from any Reply.io sequence with their engagement data. The Reply.io integration is included in every SheetXAI plan. For related workflows, see how to export sequence steps to an Excel workbook or the Reply.io in Excel overview.