The Scenario
You are an agency managing six client newsletters, all on the same self-hosted Mailcoach instance. The content team just delivered next month's subject lines, sender names, and list UUIDs in a master Excel workbook: one row per client, columns for campaign name, subject line, from email, from name, and list UUID.
Six campaign drafts need to exist in Mailcoach before the editorial review next Thursday.
The bad version:
- Open Mailcoach
- Click "New campaign" for client one
- Fill in campaign name, subject line, from address, from name, list
- Save, copy the UUID from the URL bar, paste it back into the workbook
- Switch client contexts, repeat
- Realize you used the wrong from address for client three and have to edit it
- You walk into the editorial review with four of six drafts created.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads your campaign brief table and creates each Mailcoach draft via API.
Open the SheetXAI sidebar and type:
Create 6 Mailcoach campaign drafts from this workbook using campaign name in column A, subject line in column B, from email in column C, and list UUID in column D. Write the campaign UUID and status into columns E and F for each row.
SheetXAI reads the six rows, calls the Mailcoach campaign create endpoint for each one with the correct fields, and writes the returned UUID and status back into columns E and F. Six rows, six drafts, ready for the editorial team.
What You Get
Six Mailcoach campaign drafts with UUIDs in column E:
- Campaign name set from column A
- Subject line set from column B
- From address set from column C
- List UUID set from column D
- UUID and status written into columns E and F
Every draft is in Mailcoach immediately. The editorial team opens each campaign in Mailcoach via the UUID and starts building the content. You do not open the Mailcoach admin panel once.
What If the Data Is Not Quite Ready
Campaign brief workbooks are often incomplete until the last minute. SheetXAI handles partial data inline.
When some subject line cells are blank
Two clients have not finalized their subject lines yet. You still want to create the other four drafts.
For each row where column B is not blank, create a Mailcoach campaign draft using columns A through D. Write the UUID into column E. For rows with a blank subject line, write PENDING in column E and skip.
When the from name needs to be derived from the from email
The content team forgot to fill in the from name column. Infer it from the email address.
For each row, extract the local part of the email in column C and capitalize it to use as the from name. Then create the Mailcoach campaign draft with columns A, B, and D plus the derived from name. Write the UUID into column E.
When you want to verify each draft is accessible after creation
After creating, fetch each draft back from Mailcoach to confirm it is live.
Create a Mailcoach campaign draft for each row using columns A through D. Write the UUID into column E. Then fetch each draft by UUID and write VERIFIED or NOT_FOUND into column F.
When the content team wants a direct admin link per campaign
They want to click straight into the Mailcoach editor without searching for the campaign UUID.
Create a Mailcoach campaign draft for each row using columns A through D. Write the campaign UUID into column E and the Mailcoach admin URL for the campaign into column F so the editorial team can open each draft directly.
The pattern: the workbook is the brief and the audit log. You create from it and confirm back to it in one pass.
Try It
Get the 7-day free trial of SheetXAI and create your next batch of Mailcoach campaign drafts from any Excel workbook. The Mailcoach integration is included in every SheetXAI plan. For related workflows, see how to provision transactional email templates from a workbook or the Mailcoach in Excel overview.