The Scenario
A new segmented re-engagement campaign is kicking off next week. The CRM coordinator inherited an EmailOctopus list that's never been properly tagged — all 8,000 contacts are sitting in one list with no segments. The campaign requires 15 new tags: 'High-value', 'Churned', 'Trial', 'Enterprise', 'SMB', and ten others. Someone built the taxonomy in an Excel workbook — column A has the tag name, column B is blank and waiting for the tag ID. The CRM coordinator needs all 15 tags created on the list before the segmentation logic gets written.
The bad version:
- Log into EmailOctopus, navigate to the list, find the tag management section, type the first tag name, save, add the next one, save — 15 times
- Come back an hour later and realize the tags were added to the wrong list because there are three lists with similar names and you clicked the wrong one
- Start over, create all 15 on the correct list, then manually copy the tag IDs back into the workbook because the automation that applies tags to contacts needs those IDs
Nobody brought you in to spend an afternoon clicking through a UI and copying IDs.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It reads your tag taxonomy and creates every tag on the EmailOctopus list in one pass — then writes the returned tag ID back to column B so your workbook stays in sync.
Read the tag names in column A of my Excel sheet and create each one as a tag on my EmailOctopus mailing list, populating column B with the new tag ID
What You Get
- All 15 tags created on the specified EmailOctopus list
- The returned tag ID written to column B for each row
- Any tags that failed (e.g., name already exists) flagged in column C with the reason
What If the Data Is Not Quite Ready
Some tag names in the workbook already exist on the list
For each tag name in column A of my Excel workbook, check if a tag with that name already exists on my EmailOctopus 'Main List'. If it already exists, write the existing tag ID to column B and 'already existed' to column C. If it doesn't exist, create it and write the new tag ID to column B and 'created' to column C.
Tags need to be created across multiple lists
Create an EmailOctopus tag for every name in column A of my Excel workbook on both the 'Main List' and the 'Trial Users' list. Write the 'Main List' tag ID to column B and the 'Trial Users' tag ID to column C.
The taxonomy workbook has category groupings that shouldn't become tag names
In my Excel workbook, column A has tag names and column B has category groupings like 'Tier', 'Status', 'Product'. Create tags on my EmailOctopus 'Main List' only for the rows where column B is 'Status'. Write the returned tag IDs to column C.
Create all tags, verify they exist, apply the first one to a test contact, and report back — all in one prompt
Create every tag in column A of my Excel workbook on my EmailOctopus 'Main List'. Write the returned tag IDs to column B. Then apply the first tag in column A to the contact with email 'test@example.com' on that list to verify the tag is working. Write 'verified' to cell C1 if the apply succeeded.
The pattern is to ask for creation, writeback, and verification in a single prompt — no separate steps, no manual ID copying.
Try It
Get the 7-day free trial of SheetXAI and open your tag taxonomy workbook, then ask it to create all the tags on your EmailOctopus list and write the IDs back. You can also read how to batch-update subscriber data or check the full EmailOctopus integration overview.