The Scenario
Your real estate brokerage is planning its biggest client appreciation mailer yet — 500 cards going out before the holidays. The principal has asked you to pick three template designs for the team to vote on before end of week. You have an AMCards account with access to their public template catalog, but every time you open the platform to browse, you're clicking through a paginated UI, toggling between tabs to compare panel counts, and trying to remember which template ID went with which design.
The bad version:
- You open AMCards, start scrolling through templates, and realize there's no way to sort or filter by category in the UI — you're just scrolling.
- You open an Excel workbook to start logging the ones you like: manually type the template ID, copy the name from the browser tab, guess at the category, move to the next one.
- After 25 minutes you have 12 rows, no idea how many templates you've missed, and the workbook already has two duplicates because the pagination reset when you clicked the wrong thing.
Nobody hired you to be a template librarian. The decision needs to happen Thursday and the data collection is eating the decision time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, pulls from the AMCards template API, and writes a complete catalog into your data in one pass — no scrolling, no manual logging.
Open the workbook where you want the catalog to land and run:
List all public AMCards templates and write their ID, name, category, and panel count into a table so I can choose which design to use for our holiday mailer
What You Get
- One row per public template in the AMCards catalog
- Columns: Template ID, Name, Category, Panel Count
- Every template included — no pagination gaps, no manual scroll
- Data ready to filter by category or sort by panel count immediately
- Clean enough to share directly with the team for a vote
What If the Data Is Not Quite Ready
You want templates split by category into separate worksheets
For the team vote, it's easier to browse by category rather than scrolling a single flat list. You want a "Holiday" worksheet, a "Birthday" worksheet, and so on.
Pull all public AMCards template categories and their templates — write category data (id, title, parent) into a worksheet called Categories, and template data (id, name, category id, panel count) into a worksheet called Templates
Some template names are cut off and need the full description for comparison
The name field alone doesn't give enough context for the team to distinguish between similar designs.
List all public AMCards templates into columns A–D (ID, name, category, panel count), then add a column E with the template description if available, and flag rows where description is blank
You need to filter the catalog down to multi-panel designs only
The client's brief calls for a trifold or quad-panel card. Single-panel templates are out of scope.
Pull all public AMCards templates into columns A–D and filter to only include templates where panel count is greater than 1 — sort by panel count descending
Full catalog pull, category join, multi-panel filter, and a selection shortlist in one pass
Pull all public AMCards templates and their category details into columns A–E (template ID, name, category name, panel count, description), filter to multi-panel templates only, sort by category then panel count, and write a shortlist worksheet with the top 5 by panel count from each category
One prompt, one complete picture. Filter criteria, joins, and output shape — all in the ask.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook before your next AMCards campaign planning session, then ask it to pull the full template catalog sorted and ready to compare. Also useful: pulling the gift catalog for budget planning or the full AMCards integration overview.
