The Scenario
It's the week before a platform migration and the B2B marketing operations lead has a list problem. Her company is moving off Postalytics — or at least evaluating it — and nobody can give the migration team a straight answer about how many drip campaigns and flows are currently active. There's no internal documentation. The person who set up most of the flows left eight months ago.
The bad version:
- Log in to Postalytics, navigate to drip campaigns, count what you see, start copying names and IDs into a spreadsheet one at a time.
- Realize you don't know where the flows section is in the UI — it's a different menu entirely. Find it, start copying those separately.
- Discover that some campaigns are in a paused state and you're not sure if they count as active. The migration team is asking what "active" means for each type.
- Send a Slack message asking if anyone knows the difference between a drip campaign and a flow in Postalytics. Wait for an answer.
The migration kickoff is next Monday. The audit was supposed to be done by end of day today.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to your Postalytics account and pulls the complete inventory of drip campaigns and flows in one operation — names, IDs, statuses, all in separate tabs.
Fetch all Postalytics drip campaigns and all flows for my account and write them into two separate sheets — 'Drip Campaigns' and 'Flows' — with their names and endpoint IDs.
What You Get
After running that prompt:
- A 'Drip Campaigns' tab is created with one row per drip campaign, showing name and ID.
- A 'Flows' tab is created with one row per flow, showing name and ID.
- Any status data available from the API appears alongside the name and ID.
- The migration team has a complete reference without needing to navigate the Postalytics UI.
What If the Data Is Not Quite Ready
The team also needs status information to distinguish active from paused
Fetch all Postalytics drip campaigns and flows, write them into separate 'Drip Campaigns' and 'Flows' sheets with name, ID, and any available status field. In each sheet, highlight rows where status is not 'active' in yellow.
The inventory needs to be combined into a single tab for the migration handoff doc
Fetch all Postalytics drip campaigns and flows. Write them into a single 'Campaign Inventory' sheet with columns for type (drip or flow), name, ID, and status. Sort by type, then by name.
You need to know which flows reference specific contact list IDs
The migration team needs to know which flows are tied to which contact lists before they can safely archive anything.
Fetch all Postalytics flows and for each one, include the contact list ID it references if that data is available in the API response. Write the results into a 'Flows' sheet with flow name, flow ID, and linked list ID.
Full migration inventory in one shot
Combined tab, status markers, contact list linkage, sorted and ready.
Fetch all Postalytics drip campaigns and flows. Combine them into a single 'Migration Inventory' sheet with columns for type, name, ID, status, and linked contact list ID where available. Sort by type then name. Highlight rows with a non-active status in orange.
Everything the migration team needs, in one ask.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet, then ask it to pull your full Postalytics campaign and flow inventory before your next audit or platform review. You can also see the article on listing all contact lists, or the hub overview for all four connection methods.