The Scenario
You run social for eight clients. Every Friday, each one gets a link to a Google Sheet showing the next 30 days of scheduled posts across their channels — date, platform, caption, status. It's how they approve content before it goes live.
The problem is you build that doc by hand. You open Planly, filter to the client's team, scroll through the schedule view, and copy each post into the sheet one row at a time. Thirty posts, maybe forty if it's a busy month. You do it for every client.
The bad version:
- Filter Planly's schedule view to the client team and the right date range, then tab to the sheet and start transcribing: date, network, channel name, caption, status — one cell at a time for every row.
- Realize halfway through that Planly's date format doesn't match what the client's sheet expects, and stop to clean each date manually before pasting.
- Hit a post with a long caption that breaks the cell width, fix the row height, and lose your place in Planly's scroll.
You're a social media strategist. The Friday calendar doc is supposed to take fifteen minutes, not ninety. Right now it's eating Friday afternoon every week, and you haven't even started the actual strategy work yet.
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 pull your scheduled content calendar and write it directly into the sheet. No export, no reformatting, no manual transcription.
Open the client's review sheet, open the SheetXAI sidebar, and paste this prompt:
List all Planly schedule groups for my team filtered to the next 30 days and write each post's scheduled date, channel name, social network, status, and caption into columns A–E of the 'Content Calendar' sheet
What You Get
- Column A: scheduled date, formatted as YYYY-MM-DD
- Column B: channel name (the Planly channel label, e.g. "Brand Instagram")
- Column C: social network (Instagram, LinkedIn, X, etc.)
- Column D: post status (scheduled, published, pending, failed)
- Column E: full caption text
- One row per post, in date order
- If a post has no caption yet, column E says "No caption" — it doesn't leave a blank that looks like a transcription error
What If the Data Is Not Quite Ready
The client wants posts grouped by platform, not by date
List all Planly schedule groups for my team for the next 30 days, sort them by social network then by scheduled date, and write scheduled date (A), channel name (B), social network (C), status (D), and caption (E) into the 'Content Calendar' sheet
Some posts are still in draft and should be excluded
List all Planly schedule groups for my team for the next 30 days, exclude any posts with status 'draft', and write the remaining posts — scheduled date (A), channel name (B), social network (C), status (D), caption (E) — into the 'Content Calendar' sheet
The client only wants to see posts for two specific channels
List all Planly schedule groups for my team in the next 30 days, filter to only the channels named 'Client Brand Facebook' and 'Client Brand LinkedIn', and write scheduled date (A), channel name (B), social network (C), status (D), and caption (E) into the 'Content Calendar' sheet
Full review prep: filter, deduplicate, flag missing captions, and drop into the sheet
List all Planly schedule groups for my team for the next 30 days — exclude drafts, remove any duplicate rows where the same caption appears on the same date and channel, flag rows with no caption text in column F with the note 'Caption missing', and write the result into the 'Content Calendar' sheet with date (A), channel (B), network (C), status (D), caption (E)
The underlying pattern is to combine your filtering criteria with your output instructions in one ask — so you get a clean, client-ready doc without a second cleanup pass.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where you build your client review docs, then ask it to pull the next 30 days from Planly. You can also check out how to audit your connected channels or read the Planly hub overview.