The Scenario
You are a sales enablement manager. Your team is running a messaging review on the 'Enterprise Outbound' sequence in Reply.io.
The sequence has 12 steps spread across email, LinkedIn, and call tasks. You need the full structure — step number, type, delay days, and subject line — documented in an Excel workbook so the team can annotate it, compare it to the SDR playbook, and decide what to change.
The alternative is three people sharing a Reply.io login and annotating from memory. You tried that last quarter. The notes contradicted each other by step four.
The slow version:
- Log into Reply.io, open the 'Enterprise Outbound' sequence
- Click into each step, read the type and delay, open the email to read the subject line
- Paste each row into the Excel workbook manually
- Misread step 7's delay because the UI shows relative wording and you calculate wrong
- Send the doc with an error on step 7 that nobody catches until the review is halfway done
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the Reply.io sequence structure and writes it directly into the workbook for your team to review.
Open the SheetXAI sidebar and type:
Fetch the full step list for the Reply.io sequence named 'Enterprise Outbound', then write each step's type, delay days, and subject into rows on the StepBreakdown tab starting at row 2, with step number in column A.
SheetXAI fetches every step from the Reply.io API, reads the type, delay, and subject line, and writes each row into the StepBreakdown tab. Your team gets an accurate, complete record without anyone touching the Reply.io UI.
What You Get
An Excel workbook with one row per sequence step on the StepBreakdown tab:
- Column A — step number
- Column B — step type (email, LinkedIn, call, task)
- Column C — delay days
- Column D — subject line (for email steps; blank for call and LinkedIn steps)
No manual counting, no UI misreads. The delay values come directly from the API.
Want the full email body text included? Add "and write the email body into column E" to the prompt. SheetXAI pulls it.
What If the Data Is Not Quite Ready
Sequence audits usually surface follow-on questions. SheetXAI can answer them in the same prompt or a follow-up.
When the sequence ID is not known but the name is approximate
You know the sequence is called something like 'Enterprise Outbound' but are not certain of the exact name.
List all Reply.io sequences whose names contain 'Enterprise'. For each matching sequence, fetch all steps and write the results into the StepBreakdown tab with the sequence name in column A and step data in columns B through E.
When you want to compare two sequence versions side by side
You have an original and a revised version. You want to see how they differ.
Get all steps for 'Enterprise Outbound v1' and write them into columns A through D of the StepBreakdown tab starting at row 2. Then get all steps for 'Enterprise Outbound v2' and write them into columns F through I starting at row 2 using the same column order. Label both blocks in row 1.
When you only want the email steps
The call steps are handled by a separate review. You only need the email steps documented.
Get all steps in the 'Enterprise Outbound' sequence where the type is 'email'. Write the step number, delay, subject line, and body into columns A through D of the StepBreakdown tab.
When the audit covers all active sequences
The review covers every active sequence in the Reply.io account.
List all active Reply.io sequences. For each one, fetch every step's number, type, delay, and subject line. Write the results into the StepBreakdown tab with the sequence name in column A and step data in columns B through E, sorted by sequence name then step number.
The pattern: instead of reading the Reply.io UI step by step, you ask for the full structure in one prompt and get a clean workbook your team can actually annotate.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull the step structure of any Reply.io sequence. The Reply.io integration is included in every SheetXAI plan. For related workflows, see how to export your full sequence inventory to a workbook or the Reply.io in Excel overview.