The Scenario
You are a sales director. On Tuesday you sat down with your team and designed 4 follow-up subsequences in a Google Sheet. Each row in the sheet represents one subsequence: name, trigger condition, trigger value, email subject, and email body.
They need to exist in Instantly by Thursday morning. Your SDRs start using them Thursday afternoon.
The slow version:
- Log into Instantly
- Open the campaign
- Find the subsequence settings
- Click "create subsequence"
- Fill in the name, trigger, and email step for subsequence 1
- Repeat for subsequences 2, 3, 4
- Realize you misread the trigger condition for subsequence 3, go back and fix it
- It is Thursday morning and you are still in the UI.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your configuration table and creates each subsequence directly in Instantly, so you never open the subsequence settings UI.
Open the SheetXAI sidebar and type:
Read the subsequence configuration table in this sheet (columns: Subsequence Name, Trigger Type, Trigger Value, Email Subject, Email Body) and create each one in Instantly campaign 'Enterprise Q3'.
SheetXAI reads each row, calls the Instantly API to create each subsequence with the right name, trigger, and email step, and writes a confirmation back to the sheet. Four rows in the sheet, four subsequences in Instantly.
What You Get
Four subsequences created in 'Enterprise Q3' without opening the Instantly UI:
- Subsequence names — exactly as you labeled them in the sheet
- Trigger conditions — the trigger type and value from the configuration columns
- Email step — subject and body from the sheet, ready to send
- Confirmation in the sheet — a column showing the created subsequence ID for each row
The sheet becomes the source of truth. If you want to change a trigger value next quarter, you update the row and run the prompt again.
What If the Data Is Not Quite Ready
Subsequence configuration tables built in strategy sessions are never perfectly structured.
When the trigger values have inconsistent formatting
Some rows list trigger values as "interested", others as "INTERESTED", others as "Is Interested".
Normalize the Trigger Value column: convert all values to lowercase and replace spaces with underscores to match Instantly's expected format. Then create each subsequence in campaign 'Enterprise Q3' and write the result into column F.
When the email body column has placeholders that need to be verified
Your team used {{first_name}} and {{company}} in the body column. You want to confirm those placeholders are valid before creating the subsequences.
Check each row's Email Body column for Instantly-compatible personalization placeholders. Flag any row where a placeholder is not in the approved list (first_name, last_name, company, website). Then create subsequences only for the rows that pass the check.
When some rows are incomplete and should be skipped
A few rows are missing the Email Subject or Email Body because the copywriter has not finished them yet.
For each row in this sheet, check that Subsequence Name, Trigger Type, Trigger Value, Email Subject, and Email Body are all filled in. Skip any row with a blank required field and write "INCOMPLETE — skipped" into column F. Create subsequences for all complete rows.
When you need to create subsequences across two campaigns from one table
The configuration sheet covers both the 'Enterprise Q3' campaign and the 'SMB Q3' campaign. A column specifies which campaign each subsequence belongs to.
For each row in this sheet, create the subsequence in the Instantly campaign listed in column F. Use the Subsequence Name, Trigger Type, Trigger Value, Email Subject, and Email Body columns. Write the result and campaign name into column G.
The pattern: configure in a sheet, create with one prompt — the UI work never needs to happen.
Try It
Get the 7-day free trial of SheetXAI and open any subsequence configuration sheet, then ask it to create all of them in Instantly. The Instantly integration is included in every SheetXAI plan. For related workflows, see how to create a lead list and assign contacts to reps or the Instantly in Google Sheets overview.