The Scenario
You're an email engineer at a startup about to go through a rebrand. The design team needs a list of every transactional email in Loops — template ID, name, and creation date — so they can prioritize which ones to redesign first. You have 35 templates across welcome flows, password resets, billing notifications, and onboarding steps.
The bad version:
- Click through the Loops templates UI page by page, copy-paste each template name and ID into an Excel workbook
- Get to template 28, realize you missed two because they were on a different page
- Rebuild the workbook, regenerate the list, discover the template names in Loops don't match what the design team's briefing doc calls them — spend 40 minutes cross-referencing
You don't have time for that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the data and talks to Loops.so for you. No mapping, no automation, no copy-paste.
Open the SheetXAI sidebar and type:
List all published transactional emails in my Loops account and write the template ID, name, and status into this workbook — one row per template.
What You Get
- Every published transactional email template lands in the workbook — one row per template
- Columns contain the template ID, name, and status as returned by the Loops API
- The workbook is ready to hand to the design team for rebrand prioritization with no further cleanup
What If the Data Is Not Quite Ready
When you also need draft templates included in the audit
List all transactional emails in my Loops account — both published and draft — and write the template ID, name, status, and creation date into this workbook. One row per template.
When you want to sort them alphabetically before handing them off
Pull all Loops transactional email templates into my Excel sheet and sort them alphabetically by name so I can audit which ones still reference the old brand.
When you need to add a manual review column for the design team
List all published transactional email templates in Loops — template ID in column A, name in column B, status in column C — and leave column D blank for the design team to mark 'needs redesign', 'ok', or 'archive'.
When you want it all in one shot
Pull all Loops transactional email templates into this workbook — ID in column A, name in column B, status in column C, creation date in column D — sort by creation date oldest to newest, and put the total count in cell F1.
The pattern: instead of building the inventory by hand and then sharing it, you ask for both in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook. Ask it to pull all your Loops transactional email templates. The Loops.so integration is included in every SheetXAI plan. For related tasks, see List All Loops.so Mailing Lists Into an Excel workbook or the Loops.so in Excel overview.