The Scenario
You are a WhatsApp channel manager. The board presentation is next Thursday. The CFO wants a six-month messaging volume summary — total conversations and messages by month — in an Excel workbook ready for the slides.
All the data is in Spoki. You have never pulled a usage report before.
The bad version:
- Log into Spoki's reporting section
- Download whatever it exports
- Open in a separate tool to pivot by month
- Copy the pivot into Excel
- Realize the CFO also wants a per-month change column
- Go back to the numbers
- Spend four hours on something that should be a five-minute pull.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads Spoki's usage report data and writes the structured summary into the workbook.
Open the SheetXAI sidebar and type:
List all historical Spoki usage reports and write the report period, total_messages, total_conversations, and account_name into columns A through D of this workbook sorted by period descending.
SheetXAI calls Spoki's reporting endpoints and writes every period's data into the workbook. You have the six-month pull in minutes.
What You Get
A structured messaging volume log in the workbook:
- Column A — report period
- Column B — total messages
- Column C — total conversations
- Column D — account name
- Sorted newest-first — most recent period at the top
This is the board deck input. From here you can calculate month-over-month changes and chart the trend without touching Spoki again.
What If the Data Is Not Quite Ready
When the CFO wants a month-over-month change column
List all Spoki usage reports and write period, total_messages, and total_conversations into columns A through C sorted ascending. In column D, calculate the month-over-month change in total_messages (current minus previous, blank for the first row).
When the presentation needs only the last six months
Fetch Spoki usage reports for the last six months only. Write report_period, total_messages, and total_conversations into columns A through C sorted descending.
When the current account metrics need a parameter-value table
Fetch the current account report from Spoki and write every metric and its value into columns A and B as a parameter/value summary table.
When you need the six-month log plus a TOTAL summary row
List all Spoki usage reports for the last six months. Write period, total_messages, and total_conversations into columns A through C sorted descending. At the bottom, add a TOTAL row summing columns B and C across all six months.
The pattern: pull the report data, add the analysis the presentation needs, all in one prompt.
Try It
Get the 7-day free trial of SheetXAI and ask it to pull your Spoki messaging reports into any open workbook. The Spoki integration is included in every plan. For related workflows, see how to export Spoki campaigns into a workbook or the Spoki in Excel overview.