The Scenario
You are a marketing automation specialist. You enrolled 500 contacts in the "New Customer Onboarding" automation in ActiveTrail last month. The automation has 5 steps.
Your director asked this morning: which contacts completed all 5 steps, which ones dropped off at step 3, and why?
You need to answer that question with a spreadsheet by 2 PM.
The slow version:
- You log into ActiveTrail and open the automation
- You find a "Statistics" view — it shows completion rates by step as a percentage, not a contact list
- You look for a contact-level export — it does not seem to exist from the UI
- You try the API docs — there is an automation log endpoint but the structure is unclear
- You spend an hour building a test API call, parsing the response, and flattening it
- It is 2:15 PM. The director asked again at 2:00.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that pulls the automation contact log from ActiveTrail and writes it directly into the sheet — no API docs, no response parsing.
Open the SheetXAI sidebar and type:
Pull the automation log for ActiveTrail automation ID 88 and write each contact's email, step name, and completion status to this sheet. Sort by step name, then by completion status so I can see which contacts completed each step and which did not.
SheetXAI calls the ActiveTrail automation log API, fetches the contact-level step data, and writes it into the sheet. You have the dropoff analysis before 2 PM.
What You Get
A contact-level automation log for the dropoff analysis:
- Email, step name, completion status — one row per contact per step
- Sorted by step — all contacts at step 1, then step 2, so dropoff is visible at a glance
- Every enrolled contact — not just completers, the full enrolled list
The dropoff point is immediately visible. If 500 contacts are in the log at step 1, 490 at step 2, 340 at step 3, and 210 at step 4, you know step 3 is where the automation loses people.
What If the Data Is Not Quite Ready
Automation log data often needs additional shaping for a proper analysis. SheetXAI handles it in the same prompt.
When you want a summary view — counts per step — not a contact-level list
The director wants a simple table: step name, enrolled count, completed count, dropoff count.
Pull the automation log for ActiveTrail automation ID 88. Write a summary table to this sheet: one row per step, with step name, total contacts who reached that step, total who completed it, and dropoff count (the difference). Sort by step order.
When you want to identify contacts who dropped off at step 3 specifically
You want to re-enroll the contacts who dropped off at the specific step where most people stop.
Pull the automation log for ActiveTrail automation ID 88. Filter to contacts who did NOT complete step 3 but DID complete step 2. Write their email addresses to this sheet — those are the contacts to re-engage.
When you want to cross-reference automation completers against a purchase list
You want to know which contacts who completed the full onboarding automation also made a purchase.
Pull the automation log for ActiveTrail automation ID 88 and identify contacts who completed all 5 steps. Cross-reference that list against the emails in the Purchasers tab (column A). Write contacts who are in both lists to the Qualified tab, and contacts who completed the automation but did not purchase to the No Purchase tab.
When you want the full analysis — log data, dropoff rates, re-engagement list, and a summary all in one prompt
The director wants a complete picture to share with the product team.
Pull the automation log for ActiveTrail automation ID 88. Write the full contact-level log (email, step name, completion status) to the Full Log tab. On the Dropoff Summary tab, write one row per step: step name, total reached, total completed, dropoff count, dropoff rate percentage. On the Re-Engage tab, write emails of contacts who reached step 3 but did not complete it — those are the re-engagement targets.
The pattern: instead of an afternoon in the API docs, you describe the analysis you need and SheetXAI builds it. The director gets the answer before 2 PM.
Try It
Get the 7-day free trial of SheetXAI and open any sheet, then ask it to pull your ActiveTrail automation log data. The ActiveTrail integration is included in every SheetXAI plan. For related workflows, see how to pull campaign performance into a sheet or the ActiveTrail in Google Sheets overview.