The Scenario
You are in sales ops. The numbers do not add up. Your team has 2,000 contacts in Reply and you are seeing engagement rates that should be higher. Your gut says some of these prospects are enrolled in multiple sequences and are getting hammered with outreach from different angles at the same time. The VP of Sales asked you to pull a full membership report by end of day.
The bad version:
- Open Reply. Find the first contact. Navigate to their profile. See which campaigns they are in. Copy the campaign names to your workbook. Write them in column B.
- Next contact. Open their profile. Look at the campaigns. Copy. Paste.
- Two thousand contacts. The math on this does not work. Even at 30 seconds per contact that is more than 16 hours of clicking.
There is a board deck going out Friday. It includes engagement benchmarks. You are supposed to have done the analysis by then, not still be gathering the raw data.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that can loop through a contact list and call Reply for each one. You give it the column of emails and describe what you need returned.
Read column A of my Excel Contacts worksheet, call Reply for each contact's campaign membership, and write the campaign names in column B so I can filter for contacts in more than one campaign
What You Get
- Column B filled for every row in the Contacts worksheet.
- Campaign names written as a comma-separated list per contact — so a contact in three campaigns shows all three in one cell.
- Any contact not found in Reply gets a clear note in column B rather than a blank.
- Ready to filter in Excel — sort by column B length to surface contacts in the most campaigns.
What If the Data Is Not Quite Ready
You want a separate row for each campaign membership instead of comma-separated in one cell
For each email in column A of the Contacts worksheet, fetch that contact's Reply campaign memberships and write a new row for each campaign: email in column A, campaign name in column B, starting the output on a new worksheet called CampaignBreakdown
You only want to flag contacts in more than two campaigns
For each email in column A of the Contacts worksheet, look up that contact's Reply campaign memberships. If they appear in more than two campaigns, write 'over-enrolled' in column B and list the campaign names in column C; otherwise leave column B blank
You want to join the campaign data with account tier from a second worksheet
For each email in column A of the Contacts worksheet, look up their Reply campaign memberships and write them comma-separated in column B. Then look up the account tier in the AccountsTier worksheet using the email as the key and write it in column C
Pull membership data, calculate overlap score, flag the top 10 percent, and summarize
For each email in column A of the Contacts worksheet, look up Reply campaign memberships and write the comma-separated list in column B. Put the count of campaigns in column C. Sort by column C descending, write 'high overlap' in column D for any contact in more than two campaigns, and put the total high-overlap count in cell E1
Describe the output shape. The data gathering and the filtering are part of the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your prospect emails in column A. Ask it to look up each contact's Reply campaign membership and write the campaign names in column B. Then see how to bulk-move contacts between lists or the hub overview.