The Scenario
You're the RevOps lead at an agency and you've just taken over the monthly account health report. The previous person built a master Excel workbook that was supposed to show every Snapchat campaign's status, budget, and flight dates across all six brand clients. You open it and find it was last updated in February. It's May. Three of the campaigns in the workbook ended in March. Two others launched in April and aren't in the workbook at all.
You need to refresh the entire thing before the client call on Wednesday.
The bad version:
- Log into client 1's Ads Manager. Navigate to Campaigns. Note that the export doesn't include all the columns you need, so you copy manually: campaign name, status, daily budget, start date, end date.
- Paste into the master workbook. Log into client 2. Repeat.
- Six accounts. Some have 15 campaigns. A few are paginated. By the time you finish client 5, the Ads Manager session for client 1 has timed out and you need to verify a number from memory.
A 30-minute health check turns into a 3-hour rebuild every time the workbook goes stale.
The Easy Way: One Prompt in SheetXAI
SheetXAI lives inside your Excel workbook and can pull campaign lists from multiple Snapchat ad accounts in one ask.
List all campaigns for Snapchat ad account abc123 and write campaign name, status, daily budget, start date, and end date into columns A through E of the Portfolio Health sheet, formatting dates as YYYY-MM-DD
What You Get
- One row per campaign, all pages included
- Campaign name, status, daily budget, start and end dates in consistent format
- Fresh data replacing whatever was stale in the workbook
What If the Data Is Not Quite Ready
You need campaigns from two ad accounts merged into one table
Fetch all campaigns from Snapchat ad accounts abc123 and xyz456, add an Account column as column A, and write campaign name, status, daily budget, start date, and end date into columns B through F — format all dates as YYYY-MM-DD
You want campaigns that have already ended flagged automatically
Pull all campaigns for Snapchat ad account abc123 — name in A, status in B, daily budget in C, start date in D, end date in E — then write Lapsed in column F for any campaign where end date is before today and status shows as Active
You want campaign objective added for budget planning context
List all campaigns from Snapchat ad account abc123 — name in A, objective in B, status in C, daily budget in D, start date in E, end date in F — formatted dates as YYYY-MM-DD
Full monthly health check: all accounts, lapse flags, budget flags, and summary totals
Fetch all campaigns across Snapchat ad accounts abc123 and xyz456 — account in A, name in B, status in C, daily budget in D, start date in E, end date in F — flag Lapsed in G for any campaign past its end date, flag High Spend in H for any campaign with daily budget above $1,000, and add a TOTALS row at the bottom summing column D
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your monthly Snapchat portfolio review lives, then ask it to pull all campaigns from your ad accounts. Related: pulling ad squad performance, and the hub overview for all Snapchat workflows.