The Scenario
You manage email marketing for three clients, each running Sendloop accounts with between four and seven active lists. Every month you build a performance summary — total subscribers, open rate, click rate, unsubscribes — for each client's review call. It's due in two days. There are fifteen lists across the three accounts and you've done this exact pull manually for the last eight months.
The bad version:
- Open the first client's Sendloop account, click into each list's report view, write the open rate and click rate into a cell, close the tab, open the next list.
- Repeat that for all fifteen lists across three accounts, keeping track of which numbers belong to which client because the workbook isn't labeled clearly enough and you're pulling from memory.
- Finish the first pass, realize you forgot to note the unsubscribe count for four of the lists, go back into Sendloop, find those four lists again, and fill in the gaps.
Eight months of this routine and the cognitive overhead has never gone down. The numbers are always in Sendloop. The only question is how long it takes to move them.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands what you're working with, and through its built-in Sendloop integration it can pull report metrics for every list ID you specify — without you opening the Sendloop dashboard once.
Pull overall report metrics for Sendloop lists whose IDs are in column A and write each list's subscriber count, open rate, click rate, and unsubscribes into columns B through E
What You Get
- Column B: total subscriber count per list
- Column C: open rate
- Column D: click rate
- Column E: unsubscribe rate
- One row per list ID in column A — aligned and ready for the client deck without reformatting
What If the Data Is Not Quite Ready
Some list IDs are blank or invalid
For each non-empty list ID in column A, get the Sendloop overall report and write subscriber count, open rate, click rate, and unsubscribes into columns B through E — skip blank rows and write "NOT FOUND" in column B for any ID that returns no data
You want to add a client-name column without shifting the data
Get overall report metrics for each Sendloop list ID in column A — column B already has the client name, write subscriber count, open rate, click rate, and unsubscribes into columns C through F
You want to flag underperforming lists automatically
Pull overall report metrics for each Sendloop list ID in column A, write subscriber count, open rate, click rate, and unsubscribes into columns B through E, and write "LOW OPEN RATE" in column F for any list where the open rate is below 15%
The full monthly prep in one shot
Get overall report metrics for each Sendloop list ID in column A, write the four metrics into columns B through E, flag lists with open rate below 15% in column F, then sort all rows by open rate ascending so the weakest lists appear at the top
Sorting, flagging, and pulling in a single instruction — not eight browser tabs.
Try It
Open your monthly reporting workbook with list IDs in column A, then Get the 7-day free trial of SheetXAI and run the prompt above. When you're done, check out how to audit campaigns by status or return to the Sendloop integration overview.
