The Scenario
A new account manager starts Monday. They are inheriting a client account that has run direct mail campaigns through Stannp for 18 months. The outgoing manager left on Friday. You need a complete campaign history — campaign ID, title, template, status, and creation date — in an Excel workbook before Monday morning.
There is no handoff document.
The bad version:
- Log into Stannp, navigate to the campaigns list, scroll through the history across multiple pages.
- Copy and paste each campaign's details into an Excel workbook by hand, one row at a time, for however many campaigns are in the account.
- Realize you are not sure whether the list is paginated and whether you have captured everything — count your rows, compare to the total shown somewhere in the UI, discover you are short by four, scroll back through to find the missing ones.
- Spend an hour on a task that should have taken five minutes and still have a nagging doubt about completeness.
The new account manager's first week is already harder than it needs to be. The campaign history spreadsheet is the minimum viable handoff.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It pages through the full Stannp campaigns list and writes every record into the workbook without gaps.
Export all Stannp campaigns into my Excel workbook — include campaign ID, title, template, status, and creation date.
What You Get
- One row per campaign covering the full account history with no pagination gaps.
- Columns: campaign ID, title, template, status, and creation date.
- The workbook is complete the moment the prompt runs — no manual scrolling, no row-count reconciliation.
What If the Data Is Not Quite Ready
Only sent campaigns needed for the active history brief
List all Stannp campaigns with a status of sent or completed and write each campaign's ID, title, template, status, and creation date into this workbook.
Campaigns need to be sorted by creation date for the timeline view
List all Stannp campaigns, sort by creation date descending so the most recent appears first, and write each campaign's ID, title, template, status, and creation date into this workbook.
Recipient counts needed alongside the other fields
List all Stannp campaigns and write each campaign's ID, title, template, status, recipient count, and creation date into this workbook, sorted by creation date descending.
Full account briefing package in one pass
List all Stannp campaigns sorted by creation date descending, write campaign ID, title, template, status, recipient count, and creation date into this workbook, and add a summary row at the top with the total campaign count, total recipients across all campaigns, and a count of campaigns by status.
Building the summary row alongside the detail means the new account manager has both the headline numbers and the full drill-down in a single workbook without a follow-up request.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook used for client account management and ask it to export the full Stannp campaign history. For generating PDF previews before a campaign launches, see the generate-campaign-preview spoke. For the hub overview, see How to Connect Stannp to Excel.