The Scenario
It is the third week of the quarter and the compliance team has just flagged an audit requirement: they need a full list of every address UniOne has suppressed since January 2024, with the suppression reason and the date it was recorded. The request came through yesterday afternoon. The audit review is on Thursday.
The bad version:
- Log into UniOne's dashboard, navigate to the suppression list, apply the date filter, and wait for the table to load
- Scroll through 800+ rows in the UI — UniOne does not show all of them at once — clicking through pagination to confirm you have everything
- Export to CSV, open in Excel, discover the date column came through in a format the compliance team's tool cannot parse, manually reformat 800 cells
Thursday is not far away and the compliance team is already asking for a status update.
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 UniOne's suppression API for you. No pagination, no CSV reformatting, no manual date fixing. Open the SheetXAI sidebar and describe what you need.
Pull all UniOne suppressed addresses since 2024-01-01 into this Excel sheet and highlight any that appear in my Active Customers column A list
What You Get
- One suppressed address per row in the active worksheet
- Column A: email address, Column B: suppression reason, Column C: suppression date
- Any address that also appears in the Active Customers worksheet column A is highlighted in the results
- The pull pages through all results automatically — you get every record, not just the first page
What If the Data Is Not Quite Ready
The audit requires only unsubscribe-reason suppressions
Pull UniOne suppressions since 2024-01-01 where the reason is unsubscribe, and write the results to the Audit sheet with columns for email, reason, and date
The compliance tool needs dates in MM/DD/YYYY format
Pull the full UniOne suppression list since 2024-01-01, convert the date column to MM/DD/YYYY format, and write the result to this workbook
You need to cross-reference against your active customer list without highlighting
Pull the full UniOne suppression list since 2024-01-01 into the Suppressed sheet, then for each suppressed email that also appears in column A of the Active Customers sheet write "active customer" in column D
Full audit package: pull, cross-reference, count, and summarize
Pull all UniOne suppressions since 2024-01-01, flag any that appear in the Active Customers column A list, count each suppression reason in a summary row at the top, and format the date column as MM/DD/YYYY
One prompt covers the export, the join, and the formatting the compliance tool actually needs.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you use for CRM cleanup, then ask it to pull your UniOne suppression list and cross-reference it against your active contacts. Also see the enrich-suppression-reasons spoke to look up suppression status per address, or return to the UniOne hub for the full picture.