The Scenario
You are a developer migrating 15 transactional email templates from a legacy system to Mailtrap before the production cutover next Tuesday. Each template has a name, subject line, category, and HTML body. All 15 are in an Excel workbook, one per row in the Templates tab.
Creating them one by one in the Mailtrap UI is an option. It is also two hours of your Tuesday morning you do not have.
The bad version:
- You open the Mailtrap template editor, click "Create field," copy name from the workbook, paste it in
- You copy subject, paste it, paste the HTML body
- The editor mangles the indentation, you fix it, save, go back to the workbook
- Row seven, you fat-finger the template name
- You delete it, recreate it, realize your import script hardcoded IDs that are now wrong
- You push the cutover to Thursday.
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 template rows and creates each one in Mailtrap without opening the Mailtrap UI once.
Open the SheetXAI sidebar and type:
For each row in the Templates tab, create a Mailtrap email template using the name from column A, subject from column B, category from column C, and HTML body from column D. Write the created template ID into column E. If any row fails, write "ERROR" with the reason into column E.
SheetXAI reads all 15 rows, creates each template, and writes the new template IDs to column E. Your import script has the IDs it needs.
What You Get
All 15 templates created with IDs confirmed in the workbook:
- Column E — Mailtrap template ID for each created template
- "ERROR" rows — flagged with the reason
- Zero manual UI clicks — you never opened the Mailtrap template editor
Column E becomes the migration receipt. Pull the IDs from the workbook programmatically and your hardcoded ID problem does not exist.
What If the Data Is Not Quite Ready
Template migrations always surface formatting issues. SheetXAI handles them in the same prompt.
When HTML bodies have inconsistent special character encoding
Normalize HTML bodies in column D to use standard UTF-8 characters instead of HTML entity encoding. Then create one Mailtrap email template per row using name from column A, subject from column B, category from column C, and the normalized HTML. Write the template ID into column E.
When some rows are missing a category
For rows where column C is blank, use "Transactional" as the default category. Then create one Mailtrap email template per row using columns A through D with the default where needed. Write the created template ID or "ERROR" into column E.
When only rows marked "Ready" should be migrated now
Filter to rows where column F contains "Ready." Create one Mailtrap email template per filtered row using columns A through D. Write the created template ID into column E and skip all other rows.
When templates need deduplication and validation before creation
Remove duplicate rows by template name in column A, keeping the first occurrence. Remove rows where column B (subject) is blank. Create one Mailtrap template per remaining row. Write the created template ID or "ERROR" into column E and write the total templates created into cell G1.
The pattern: filtering, deduplication, and creation in one prompt. You describe the end state, not the sequence of UI clicks.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with template data, then ask it to push the rows into Mailtrap. The Mailtrap integration is included in every SheetXAI plan. See also how to set up custom contact fields from a definition sheet or the Mailtrap in Excel overview.