The Scenario
A brand manager is three weeks into a rebranding exercise. Her company has twenty-two PassSlot pass templates spread across three product lines, and the creative director has asked for a complete inventory before anyone starts updating designs — template name, ID, which product line each one belongs to.
She knows the templates are in PassSlot. She has no idea how many are duplicates, which ones are still in use, or whether the naming convention has held up over two years of launches.
The brand audit workbook is open. The column headers are already in place. PassSlot is open in another tab.
The bad version:
- Click through each of the twenty-two templates in PassSlot one by one, copy the template name and ID from each detail view, and paste them into the workbook manually.
- Realize halfway through that three templates have nearly identical names with slight variations, and you now have to go back and verify which one was actually used in each campaign.
- Finish the copy-paste, send the inventory to the creative director, and get a reply asking why the IDs don't match the ones in the developer handoff doc from 2023.
Twenty-two templates means twenty-two round trips. The creative director needs the inventory by end of week. This is database work, not brand strategy — and the brand manager is supposed to be doing brand strategy.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, understands the structure you've already set up, and through its built-in PassSlot integration it fetches the full template library in one command.
Open the inventory workbook and run:
Fetch all PassSlot templates and populate the 'Templates' sheet with template ID in column A, template name in column B, and any available metadata for a full template inventory
What You Get
- Column A: the unique template ID for each PassSlot template
- Column B: the human-readable template name exactly as it appears in PassSlot
- Additional metadata columns where PassSlot surfaces them (description, pass type, creation date)
- Every template in your account — all twenty-two, including any you forgot existed
- A static inventory the creative director and the dev team can both reference without needing PassSlot access
What If the Data Is Not Quite Ready
You need to flag templates with similar names so the brand team can resolve duplicates
List all PassSlot pass templates into the 'Templates' sheet with template ID in A and template name in B, then add 'REVIEW: POSSIBLE DUPLICATE' in column C for any two templates whose names differ only in punctuation, casing, or a trailing number
The creative director needs templates grouped by product line based on naming convention
Fetch all PassSlot templates and write template ID in column A and template name in column B, then in column C write 'Line A' if the name contains 'premium', 'Line B' if it contains 'standard', and 'Line C' if it contains 'basic', otherwise write 'UNCLASSIFIED'
You need to cross-reference which templates are associated with active pass types
List all PassSlot templates into the 'Templates' sheet with template ID in A and template name in B, then check which pass types reference each template and write the associated type names in column C
Full audit-ready inventory in one shot: all templates, grouped, flagged, and timestamped
List all PassSlot templates into the 'Template Audit' sheet with template ID in A, template name in B, product line classification in C based on name keywords, and today's audit date (2026-05-14) in column D for every row
One prompt, one inventory, one document the creative director can act on without a follow-up request.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you're building your template audit. Ask it to pull your PassSlot template library and the full inventory will be there before you've clicked through the third template manually. For related work, see how to pull pass types into a reference sheet or return to the PassSlot hub.