The Scenario
Your product anniversary campaign is live. You're the customer success manager who owns it, and the list of 75 enterprise accounts — names, emails, and shipping addresses — has been sitting in an Excel workbook since last Tuesday, waiting for the order to go in.
The campaign brief said "send gifts by end of month." Today is the 28th.
The bad version:
- Export the Excel worksheet to CSV, open it, rename every column header to match what Goody's import template expects — "Recipient Name," "Email Address," "Street," "City" — because your workbook uses "Contact," "Email," "Address Line 1," and "Location."
- Upload the CSV, discover that Goody needs "City" and "State" as separate fields but your address column has them combined, split the column by hand, re-export, re-upload.
- Confirm the batch in Goody, realize you forgot to check whether "Branded Coffee Kit" is still in stock, go back into the Goody UI to verify, come back to the workbook and write down the order IDs manually.
You weren't hired to wrangle CSV headers. You were hired to manage relationships with 75 accounts. The order should have taken five minutes, not most of your Tuesday afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the data in your worksheet, understands the structure, and uses its built-in Goody integration to create the order batch and write the confirmation back — without you touching a CSV or Goody's import UI.
Use the recipient list in columns A–D (name, email, street address, city) to create a Goody order batch for the product 'Branded Coffee Kit' and write the resulting order IDs back into column E
What You Get
- One Goody order batch created in a single API call covering all 75 recipients — not 75 separate requests.
- Each recipient's order ID written into column E of the same row, so you have a permanent record without any copy-pasting.
- If a row is missing a required field, SheetXAI surfaces the specific row and field before placing any order — you fix the data, not the aftermath.
- The batch confirmation is returned in the sidebar so you can see total recipient count and estimated delivery window before the orders ship.
What If the Data Is Not Quite Ready
The addresses are inconsistent across the workbook
Some rows have "123 Main St, Springfield, IL" as one string in column C; others have street and city split across columns C and D. Goody needs them separated.
Normalize column C so each row contains only the street address, extract the city into column D if it's missing, then create the Goody order batch using columns A (name), B (email), C (street), D (city) for all 75 recipients
Several rows are missing email addresses
Goody requires an email address for each recipient. Fourteen rows in the workbook have blank email fields.
Skip any rows in the recipient list where column B (email) is blank, create a Goody order batch for the remaining recipients using columns A–D, and write 'SKIPPED — no email' into column E for the rows that were excluded
The recipient list spans two worksheets
The enterprise accounts are on a sheet called "Q2 Enterprise" and the mid-market accounts are on "Q2 Mid-Market." Both need to go into the same order batch.
Combine the recipient rows from the 'Q2 Enterprise' and 'Q2 Mid-Market' sheets — columns A through D on each — deduplicate by email address, then create a single Goody order batch for the full combined list
Price check, dedup, and order in one shot
Before committing the order, you want to confirm the cost and remove any duplicate emails from a list that was assembled from three sources.
Deduplicate the recipient list in columns A–D by email address (column B), calculate the estimated cost of sending the 'Branded Coffee Kit' to all unique recipients using Goody's price calculator, show me the total and per-recipient breakdown, then create the order batch once I confirm
One prompt does the cleanup, the costing, and the order placement in sequence — with a pause for your approval in the middle.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your campaign recipient list, then ask it to create the Goody order batch directly from your data. You can also look at how to export order statuses back into a workbook or pull the Goody product catalog before you decide on a gift.