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Pull Spoki Messaging Reports into a Sheet for a Channel ROI Summary

2026-05-13
4 min read
See the Excel version →

The Scenario

You are a WhatsApp channel manager at a mid-size brand. The board presentation is next Thursday. The CFO wants a six-month messaging volume summary: total conversations and messages by month, plus year-over-year comparison if available.

All of this data is in Spoki. None of it is in a spreadsheet. You have never pulled a usage report from Spoki before and the presentation is in six days.

The bad version:

  • Log into Spoki's reporting section
  • Try to find the usage report endpoint
  • Realize Spoki's UI shows aggregate numbers but not the month-by-month breakdown you need
  • Download whatever it does export
  • Open it in a separate tool to pivot by month
  • Manually copy the pivot into a Google Sheet
  • Format it to look presentable
  • Realize the CFO also wants a channel ROI ratio and you need to go back to the numbers
  • Spend four hours on something that should have been a five-minute pull.

The fast version is one prompt.

The Easy Way: One Prompt in SheetXAI

SheetXAI reads Spoki's usage report data and writes the structured summary into the sheet, ready for the board deck.

Open the SheetXAI sidebar and type:

List all historical Spoki usage reports and write the report period, total_messages, total_conversations, and account_name into columns A through D of this Google Sheet sorted by period descending.

SheetXAI calls Spoki's reporting endpoints, writes every period's data into the sheet, and sorts it newest-first. You have the raw six-month pull in minutes.

What You Get

A structured messaging volume log in the sheet:

  • Column A — report period (month or date range)
  • Column B — total messages
  • Column C — total conversations
  • Column D — account name
  • Sorted newest-first — most recent period at the top

This is the input the board deck needs. From here you can calculate month-over-month changes, chart the trend, and add the ROI ratio, all inside the same sheet.

What If the Data Is Not Quite Ready

Board presentations need more than a raw data dump. SheetXAI handles the pull and the analysis in the same prompt.

When the CFO wants a month-over-month change column added automatically

The raw report has totals per period. You need the change versus the prior period.

List all Spoki usage reports and write period, total_messages, and total_conversations into columns A through C sorted by period ascending. In column D, calculate the month-over-month change in total_messages (current minus previous, leave blank for the first row).

When the presentation needs only the last six months, not all history

The board review covers H2 of the current year only.

Fetch Spoki usage reports for the last six months only. Write report_period, total_messages, and total_conversations into columns A through C sorted by period descending.

When the current account report needs to be pulled as a parameter-value summary table

The CFO wants a snapshot of the current state — every metric Spoki exposes — not just historical volumes.

Fetch the current account report from Spoki and write every metric and its value into columns A and B of this sheet as a parameter/value summary table. Label column A "Metric" and column B "Value."

When you need the full six-month log plus a summary row at the bottom for the board slide

The board slide needs one number per column — total messages for the period, total conversations — as a summary.

List all Spoki usage reports for the last six months. Write period, total_messages, and total_conversations into columns A through C sorted by period descending. At the bottom, add a TOTAL row summing columns B and C across all six months.

The pattern: pull the report data, add the analysis the presentation actually needs, all in one prompt.

Try It

Get the 7-day free trial of SheetXAI and ask it to pull your Spoki messaging reports into any open sheet. The Spoki integration is included in every plan. For related workflows, see how to export Spoki campaigns into a sheet or the Spoki in Google Sheets overview.

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