Audit Every Connected Channel Across All Planly Teams Into a Google Sheet

The Scenario

You're an agency director and a contractor just wrapped their last day. Before you remove their Planly access, someone on the team mentions — almost in passing — that they're not sure the contractor was in only one team workspace. Or maybe two. Or possibly all of them.

Nobody has a single place that lists every channel across every team. The Planly interface shows you one team at a time. You'd have to click through all eight client workspaces, note every connected channel, and reassemble the picture manually.

The bad version:

Navigate to the first team in Planly, write down every channel name, social network, and connection status in a notepad or a quick doc.
Switch to the second team, realize you forgot whether you noted the status field or just the name, go back, start over.
Finish all eight teams, try to combine your notes into a spreadsheet, and find you recorded the channel names differently across teams — "Instagram (Brand)" in one, "Brand IG" in another.

The report is going to the client to sign off on the contractor's scope. You don't have time to reconcile naming conventions across eight teams before the end-of-day call.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Google Sheet. It reads the sheet, understands what you're looking at, and through its built-in Planly integration it can walk every team in your Planly account, pull every connected channel, and write the full audit table into the sheet in one pass.

Open a blank Google Sheet, open the SheetXAI sidebar, and paste this prompt:

List all teams in my Planly account and for each team write the team name plus all connected channels (channel name, social network, status) into this sheet — one row per channel

What You Get

Column A: team name
Column B: channel name as recorded in Planly
Column C: social network (Instagram, LinkedIn, Facebook, X, TikTok, etc.)
Column D: connection status (active, disconnected, error, etc.)
One row per channel across all teams
Teams appear in the order Planly returns them; channels are listed under their team before moving to the next

What If the Data Is Not Quite Ready

You want to flag channels that aren't active so they stand out

List all teams in my Planly account and for each team write team name (A), channel name (B), social network (C), and status (D) into this sheet — flag any channel where status is not 'active' in column E with the text 'Review needed'

List all teams in my Planly account and for each team write team name (A), channel name (B), social network (C), and status (D) — filter to only channels on LinkedIn or Instagram and write the result into this sheet

You want to see which channels appear across more than one team

List all teams in my Planly account, pull every connected channel with team name (A), channel name (B), social network (C), and status (D), write them all into this sheet, then scan column B for duplicate channel names and flag them in column E with 'Duplicate channel'

Full access audit: pull all teams, all channels, flag non-active and duplicates, and note the export date

List all teams in my Planly account, pull all connected channels with team name (A), channel name (B), social network (C), status (D) — flag non-active in column E as 'Review needed', flag any channel name that appears in more than one team in column F as 'Multi-team', and write today's date into column G for every row

One prompt does the data pull, the flagging logic, and the audit documentation in a single pass.

Try It

Get the 7-day free trial of SheetXAI and open a blank Google Sheet, then ask it to pull every channel across all your Planly teams. You can also check out how to export your content calendar or read the Planly hub overview.