The Scenario
You are a VP of Sales. Your 'Mid-Market Nurture' sequence has 400 contacts enrolled and you have no idea where most of them are.
You need to know who is on which step, who has completed the sequence, and who has gone dark after step two. The board deck is due Thursday and the "sequence effectiveness" slide is blank.
Reply.io's built-in reports show aggregate open rates and reply rates. What you actually need is a row-level view: contact, current step, engagement status, completion timestamp. You want to sort by step number, filter by status, and identify the drop-off point.
The slow version:
- Go to Reply.io, open the sequence, click the People tab
- Export to CSV
- Open the CSV, find the relevant columns
- Discover that the export does not include current step number
- Search the Reply.io help docs for how to get step-level data
- Call the Reply.io support chat
- Build the board slide from the aggregate numbers instead, which answers a different question
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that pulls the full contact and engagement data from Reply.io and writes it into the sheet for analysis.
Open the SheetXAI sidebar and type:
Get all contacts enrolled in the Reply.io sequence named 'Mid-Market Nurture' with their extended details (current step, status, completion date) and write them into the SequenceContacts sheet starting at row 2.
SheetXAI fetches every contact in the sequence with their current step number, engagement status (active, finished, bounced, opted out), and completion timestamp where applicable. The sheet fills with one row per contact — 400 rows, all the data you need for the board slide.
What You Get
A Google Sheet with one row per enrolled contact:
- Contact email and name — identifying fields
- Current step number — where they are in the sequence right now
- Engagement status — active, finished, bounced, replied, opted out
- Completion timestamp — when they finished the sequence, if applicable
This is the view Reply.io's UI does not give you. You can now sort by step number to see where the sequence stalls, filter by status to count the drop-off at each stage, and build the board slide with real step-level data.
What If the Data Is Not Quite Ready
Sequence contact data usually needs a few cuts before it tells a story. SheetXAI can do the analysis in the same prompt.
When you want the drop-off count per step
You do not need the raw contact list, you need the step-level funnel.
Get all contacts enrolled in 'Mid-Market Nurture'. Count how many contacts are currently on each step number. Write the results into the SequenceContacts sheet: column A is step number, column B is count of active contacts on that step, column C is count of contacts who finished the sequence, column D is count of bounces.
When you only want contacts who have not responded
You want to identify contacts who made it past step 4 and never replied, to prioritize for a direct call.
Get all contacts in the 'Mid-Market Nurture' sequence whose status is 'active' and who are currently on step 5 or later. Write their email, name, and current step into the SequenceContacts sheet.
When you need to cross-reference with a separate CRM file
You have a HubSpot export in the CRM tab with deal stage and ARR. You want to join it with the sequence data to see if high-ARR prospects are dropping off early.
Get all contacts enrolled in 'Mid-Market Nurture' with their current step and status. Write them into column A and B of the SequenceContacts sheet. Then look up each email in the CRM tab (column A=email, column B=deal stage, column C=ARR) and add the deal stage and ARR into columns C and D of the SequenceContacts sheet where a match exists.
When you need the same report for all active sequences
The board wants the funnel view across every running sequence, not just Mid-Market Nurture.
List all active Reply.io sequences. For each one, get all enrolled contacts with their current step and status. Write the results into the SequenceContacts sheet with sequence name in column A, contact email in column B, current step in column C, and status in column D.
The pattern: instead of working with the aggregate numbers Reply.io shows you, you ask for the row-level data and run your own analysis.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to pull all contacts from any Reply.io sequence with their engagement data. The Reply.io integration is included in every SheetXAI plan. For related workflows, see how to export the sequence step structure for a messaging audit or the Reply.io in Google Sheets overview.