The Scenario
You inherited this sequence from a sales rep who left the company three weeks ago. The 'Cold Outreach – Series B' campaign has been running in Reply for two months and nobody has looked at it since. Five hundred contacts are enrolled. Your sales director wants to know which ones have replied and which are still active, and she wants the answer before the pipeline review on Thursday.
The bad version:
- Log into Reply. Navigate to the campaign. Open the Contacts tab. Scroll through the list, looking for the Status column.
- There is no bulk export button visible. Search the help docs. Find the CSV export option buried in settings. Trigger the export, wait for the email, download the file.
- Open the CSV in Excel. It has twelve columns you do not need and is missing the step-number column you do. Clean it up, reformat the headers.
This is not an analysis task — you have not actually looked at the data yet. You have spent 25 minutes just trying to get it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook and reads from Reply directly. You tell it the campaign name, what fields you need, and where to put them.
List every Reply campaign, then for each campaign fetch its enrolled contacts and write the campaign name, contact email, and reply status into separate rows on the CampaignExport worksheet in my Excel workbook
What You Get
- Rows written into the CampaignExport worksheet, one per contact-campaign combination.
- Three columns populated: campaign name, email address, and reply status.
- No intermediate CSV, no manual reformatting, no column-matching exercise.
- Ready to filter in Excel — sort by status, count by campaign, pivot by step.
What If the Data Is Not Quite Ready
You only want contacts from one specific campaign
Get all contacts enrolled in the Reply campaign named 'Cold Outreach – Series B' and write their email, status, and current step number into the CampaignAudit worksheet starting at row 2
You only want contacts who are still active, not finished or replied
Get all contacts in the Reply campaign 'Cold Outreach – Series B' where status is active, and write their email and current step number into the CampaignAudit worksheet starting at row 2
You want to join the campaign data with account info already in another worksheet
Pull all contacts from the Reply campaign 'Cold Outreach – Series B' into the CampaignAudit worksheet (columns A=email, B=status, C=step), then look up each email in the AccountData worksheet and write the account tier into column D
Scrub the export, flag stale contacts, and summarize by step — all in one pass
Get all contacts in the Reply campaign 'Cold Outreach – Series B', write email, status, and step into columns A, B, C of CampaignAudit starting at row 2, flag any contact on step 1 with a status of active and a created date older than 30 days as 'stale' in column D, and write a summary in row 1 of how many are active, replied, and stale
Describe the output shape you actually need. You do not have to export a raw dataset and clean it afterward.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook where you want your campaign data to live. Ask it to fetch the contacts from whichever Reply campaign you are auditing and write them with the status column you need. Related: bulk-mark contacts as finished or the hub overview.