The Scenario
You are a marketing coordinator at a real estate brokerage. Your director approved eight new drip email campaigns for the quarter: two for buyer leads, two for seller leads, two for past clients, and two for cold re-engagement. You have the specs for all eight in an Excel workbook, the Campaigns tab. Column A is campaign name, B is subject line, C is HTML body, D is the list ID to attach it to.
You need all eight campaigns live in Follow Up Boss by end of day Friday.
The bad version:
- You open Follow Up Boss, navigate to Email Marketing, click Create Campaign
- You type the campaign name, paste the subject line, paste the HTML body, select the list
- You check the preview, fix a line break that got mangled in the paste, save
- Repeat eight times
- By campaign five you accidentally paste the HTML for campaign four into campaign five because you clicked the wrong cell in the workbook
- You end Friday with a corrupted campaign five that you will not notice until the first send bounce
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the Campaigns tab and creates each Follow Up Boss email campaign in one pass, with name, subject, and HTML body pulled from the cells.
Open the SheetXAI sidebar and type:
Create a Follow Up Boss email marketing campaign for each row in the Campaigns tab. Use the campaign name from column A, subject line from column B, and HTML body from column C. After creating each campaign, write the Follow Up Boss campaign ID back into column E.
SheetXAI reads the eight rows and creates eight campaigns. Column E has all eight campaign IDs when it is done.
What You Get
Eight Follow Up Boss email campaigns created from the workbook:
- Campaign name — from column A
- Subject line — from column B
- HTML body — from column C, passed exactly as written
- Campaign IDs — written back into column E for reference
The HTML goes in exactly as you wrote it. No copy-paste reformatting, no line-break loss from the web editor. What is in the cell is what Follow Up Boss receives.
What If the Data Is Not Quite Ready
Campaign spec workbooks are often half-finished when you get them. Some HTML cells are still drafts, subject lines have placeholders, some rows need the same body with a different opening line. SheetXAI handles it.
When some HTML bodies are still placeholders
A few cells in column C have "[DRAFT]" in them indicating the copy is not finalized.
Before creating campaigns, check column C of the Campaigns tab for any cell containing "[DRAFT]". Skip those rows and write "SKIPPED — draft not finalized" into column E. For all other rows, create the campaign and write the campaign ID into column E.
When subject lines need personalization tokens added
The director wants all subject lines to open with the recipient's first name token, but the workbook has plain subject lines.
For each row in the Campaigns tab, prepend "Hi {{first_name}}, " to the subject line in column B before creating the campaign. Create a Follow Up Boss email campaign using the modified subject line, name from column A, and HTML from column C. Write campaign IDs into column E.
When two campaigns share the same HTML body but different subjects
Campaigns 3 and 4 use the same HTML but are for different audiences. Only one HTML body is in the workbook.
For rows 3 and 4 of the Campaigns tab, use the HTML body from cell C3 for both campaigns regardless of what is in C4. Use the subject lines in B3 and B4 as specified. Create all eight campaigns and write IDs into column E.
When you need to create campaigns and immediately set send schedules
The director wants each drip campaign to start sending on a specific date listed in column F.
Create a Follow Up Boss email marketing campaign for each row in the Campaigns tab using name from column A, subject from column B, and HTML from column C. After creating each campaign, schedule the first send for the date in column F. Write campaign IDs into column E and confirm scheduled date in column G.
The pattern: instead of creating eight campaigns through eight separate form flows, you describe the source columns once and SheetXAI does every row without reformatting your HTML.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with email campaign specs, then ask it to create the campaigns in Follow Up Boss. The Follow Up Boss integration is included in every SheetXAI plan. For related workflows, see how to export email engagement events to Excel or the Follow Up Boss in Excel overview.