The Scenario
You are a copywriter who runs cold email for five B2B clients. Each client has multiple campaigns in Instantly, each with two to four email steps, each step with an A/B variant.
Your quarterly review is in three days. You need to tell each client which subject lines are winning, which body variants are generating replies, and which steps are being ignored. All of that data is in Instantly. None of it is in a sheet.
The slow version:
- Log into Instantly
- Click into campaign 1, click into step 1, note the open and reply rates for variant A and variant B
- Repeat for every step in every campaign
- Build a spreadsheet manually for five clients
- You are still clicking through campaign 6 on Wednesday morning.
The fast version is one prompt per client.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your Instantly workspace and pulls step-level and variant-level analytics into the sheet so you never have to click through individual campaign dashboards.
Open the SheetXAI sidebar and type:
For each of my Instantly campaigns, pull the step-by-step analytics — open rate, reply rate, and click rate per step and variant — and write them to this sheet with campaign name, step number, variant label, and metrics. One row per step-variant combination.
SheetXAI calls the Instantly analytics API, iterates your campaigns, pulls step-level stats, and writes one row per step-variant combination. When it finishes, you have the full matrix in one place.
What You Get
A sheet with one row per step-variant combination across every campaign:
- Campaign name — exactly as labeled in Instantly
- Step number — so you can see if drop-off happens early or late in the sequence
- Variant label — A, B, or whatever label Instantly uses
- Open rate, reply rate, click rate — as percentages per variant
The step-number column is the insight. You can sort by reply rate and immediately see that variant B on step 2 is consistently outperforming variant A across three campaigns, which means you have a subject line that should be in every client's sequence.
What If the Data Is Not Quite Ready
Step analytics from Instantly come back in shapes that do not always match a clean comparison table.
When variant labels are not standardized across campaigns
Some campaigns label variants "A" and "B", others use "Subject Test 1" and "Subject Test 2".
Pull step-level analytics for all Instantly campaigns. Normalize variant labels: if the label contains "A" or "1", call it "Variant A"; if it contains "B" or "2", call it "Variant B". Write to this sheet with campaign name, step number, normalized variant, sent, opens, and replies.
When you only want to compare steps that have enough data to be meaningful
Steps with fewer than 50 sends are too small to draw conclusions from.
Pull step-level analytics for all Instantly campaigns. Filter to step-variant combinations where the sent count is 50 or more. Write the filtered results to this sheet with campaign name, step, variant, sent, open rate, and reply rate.
When you want to highlight the winner per campaign per step
You need a clear "winner" label on each row so clients can read the sheet without doing the comparison themselves.
Pull step-level analytics for all Instantly campaigns. For each campaign-step pair, compare variant A and variant B reply rates and add a "Winner" column showing which variant has the higher reply rate. If they are within 0.5 percentage points, write "Tie" instead.
When you need to combine step analytics with campaign-level stats in one sheet
Clients want to see overall campaign performance next to step-level breakdown.
Pull overall campaign analytics for all Instantly campaigns and write them to the Summary tab. Then pull step-level analytics and write them to the Steps tab. In the Steps tab, add a column showing the parent campaign's overall reply rate next to each step's rate so clients can see context.
The pattern: pull, normalize, label — one prompt instead of a morning of dashboard clicking.
Try It
Get the 7-day free trial of SheetXAI and open any reporting sheet, then ask it to pull your Instantly step-level analytics. The Instantly integration is included in every SheetXAI plan. For related workflows, see how to pull campaign-level analytics or the Instantly in Google Sheets overview.