The Scenario
Your team is three weeks out from your holiday card campaign and the creative director wants everyone to agree on designs before anyone touches a template. There are dozens of Cardly artwork options in the account — but the only way to browse them is inside the Cardly UI, one at a time, on a screen that shows you maybe six thumbnails before you have to scroll.
She asks you to put everything in a shared Excel workbook so the team can compare options offline and annotate their preferences without booking a screen-share.
The bad version:
- Open Cardly's artwork library. Click the first option. Note the artwork ID and name in a workbook manually. Go back, click the next one.
- The "Restricted" flag isn't visible from the thumbnail view — you have to open each artwork detail page to see it. That's an extra click per item.
- By the fiftieth artwork, you've been doing this for 90 minutes and you're not sure whether you noted that one already.
The creative director needed this by this afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook and talks to Cardly directly — pulling the full artwork catalog into the workbook with all the fields your team needs to make a decision.
Open the SheetXAI sidebar and ask:
Export every Cardly template in my account to this workbook — include Template ID, Name, and a preview URL for each.
What You Get
- One row per artwork or template option, with ID in column A, Name in B, and Preview URL as a clickable link in C.
- The full catalog — not just the first page of the UI — so nothing gets missed.
- A workbook you can share with the team for async review, filtering, and annotation.
What If the Data Is Not Quite Ready
You only want to see artwork that is not restricted
Some artwork options are flagged as restricted and can't be used for your account type. No point sharing those with the team.
List all available Cardly artwork where Restricted is "no" — include Artwork ID, Name, Media Size, and Preview Image URL in separate columns.
The team wants to filter by media size
Your campaign is running A5 cards only. The catalog probably includes other sizes that aren't relevant.
List all Cardly artwork where Media Size is "A5" and write to this workbook: Artwork ID, Name, Preview Image URL, Restricted (yes/no).
You want to add a "Team Vote" column for async feedback
After the catalog is in the workbook, you want a column the team can use to mark their top picks.
List all available Cardly artwork with Artwork ID in A, Name in B, Media Size in C, and Preview Image URL in D. Then add a blank column E with the header "Team Vote" for annotations.
You want to combine the artwork catalog with your existing template list
You already have a worksheet called "Templates" in this workbook and you want to cross-reference which templates use which artwork.
List all available Cardly artwork into the "Artwork" worksheet — Artwork ID in A, Name in B, Media Size in C, Preview Image URL in D. Then check the "Templates" worksheet and add a column E to the Artwork sheet that lists any template names referencing each Artwork ID.
The pattern: once the catalog is in the workbook, you can layer on lookups, filters, and annotations in the same prompt rather than doing it in a second pass.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you're using to plan a Cardly campaign. Ask it to pull the full artwork catalog so your team can select designs offline. Or jump to tracking your Cardly credit spend, or back to the Cardly integration overview.