The Scenario
It's the third week of the quarter. Your sales manager has 200 open WhatsApp conversations spread across the team in TimelinesAI, and nobody can remember which ones are still unassigned. The pipeline review is in two hours and someone needs to triage.
The Excel workbook is open. It's empty. The data is sitting inside TimelinesAI, paginated across multiple screens, and the only way to get to it right now is to click through each conversation manually.
The bad version:
- Log into TimelinesAI, filter by "unassigned," screenshot the first page of results, open the workbook, type out the chat IDs by hand.
- Get to page 3 of results and realize the filter wasn't set correctly — some of the "unassigned" chats already have owners. Start over.
- Run out of time before the meeting. Walk in with a partial list and an apology.
The data exists. The problem is extraction, not analysis.
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 and filtering your open conversations.
Fetch all my TimelinesAI chats and add them to Excel, filtering for only unassigned conversations, with the contact number and last message date
What You Get
- One row per conversation, written directly into your workbook.
- Columns: chat ID, contact name or phone number, last message text (truncated), last message timestamp, and assigned agent (blank if unassigned).
- All unassigned conversations are returned — not just the first page visible in the TimelinesAI UI.
- Rows are ready to filter, sort, and share with the team without any manual formatting.
What If the Data Is Not Quite Ready
You want to join the chat list against a CRM contact worksheet
List all unread chats from TimelinesAI with chat ID and contact number. For each number, look it up in the 'CRM' worksheet column B and write the matching account name from column C into this worksheet's column E.
You want to flag high-priority contacts based on a separate list
Fetch all unread TimelinesAI chats and write them into this sheet. Then check column A phone numbers against the 'Priority Accounts' worksheet — if there's a match, write 'HIGH' in column F, otherwise write 'STANDARD'.
You want conversations grouped by team member assignment
Fetch all open chats from TimelinesAI and write them into this workbook. Group them by assigned agent name in column D, with unassigned conversations at the top.
Full triage prep in one prompt
Fetch all unread and unassigned WhatsApp chats from TimelinesAI. Write to this workbook: chat ID, contact number, last message text, last message timestamp, and days since last message. Sort by days since last message descending. Flag any conversation over 3 days old with 'OVERDUE' in column F.
The pattern: fetch, filter, and prioritize in a single prompt rather than pulling first and cleaning second.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook — then ask it to pull every unread TimelinesAI conversation and organize them for triage. Add your priority-flagging logic to the same prompt. See also: exporting chat message history and the full TimelinesAI overview.