The Scenario
An IT admin is nine days out from a scheduled number migration. Eight WhatsApp business numbers. Fifty sales reps. The plan is to move three of the numbers to a new carrier and update the connected accounts in TimelinesAI accordingly.
Before she can do any of that, she needs to know the current state: which numbers are connected, which ones are showing as active, and which ones someone silently disconnected three months ago and never told her about.
She opens a blank Excel workbook and stares at it.
The bad version:
- Log into TimelinesAI, navigate to the account settings, scroll through the connected numbers list one by one, type each one into the workbook by hand.
- Realize the UI doesn't clearly show which numbers are actively receiving messages versus which ones are just listed. Check each number's conversation history separately.
- Finish the audit an hour later, unsure if the list is even complete.
The migration can't start until the audit is done. The audit can't be done by guessing.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and talks to TimelinesAI on your behalf — including listing all connected accounts in your workspace.
Fetch all connected WhatsApp accounts from TimelinesAI and paste them into my Excel sheet so I can audit which team members have active accounts
What You Get
- One row per connected WhatsApp account, written directly into your workbook.
- Columns include: phone number (in E.164 format), account label or display name, and connection status as returned by the TimelinesAI API.
- All accounts are returned — not just the ones visible on the first screen of the UI.
- The workbook is immediately sortable and filterable for the migration planning work.
What If the Data Is Not Quite Ready
You need to cross-reference against a separate inventory worksheet
Fetch all connected WhatsApp accounts from TimelinesAI with phone number and connection status. For each number, look it up in the 'Asset Inventory' worksheet column A and write the device owner name from column B into this worksheet's column D.
You want to flag accounts that haven't sent a message in 30 days
Get all connected WhatsApp accounts from TimelinesAI. For each account, check if there are any messages sent in the last 30 days. Write the account number, connection status, and an 'INACTIVE' flag in column D if no messages were sent in that window.
You need to identify duplicate numbers
Fetch all connected accounts from TimelinesAI and write them into this workbook with phone number and status. Then check for duplicate phone numbers and flag any duplicates with 'DUPLICATE' in column C.
Full pre-migration audit in one pass
Fetch all connected WhatsApp accounts from TimelinesAI. Write to this workbook: phone number, display name, connection status, assigned team member from the 'Team' worksheet (matched by phone number), and a migration priority column — 'HIGH' if the account is active, 'REVIEW' if the status is anything else.
The pattern: pull the account data and apply your business logic in the same prompt rather than pulling first and then auditing manually.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook — then ask it to list every connected TimelinesAI account with connection status so you have a complete inventory before the migration starts. Add your cross-reference and flagging logic to the same prompt. See also: listing all active chats and the full TimelinesAI overview.