The Scenario
You are an operations manager at a financial services firm. Onboarding closes Friday. You have 150 new account holders in an Excel workbook on the New Accounts tab: first name in column A, last name in column B, and mailing address in columns C through G. Each one gets a PostGrid box order: a debit card and a welcome letter shipped together.
The compliance team wants a box order ID recorded for every account before the weekend. The PostGrid dashboard creates box orders one at a time.
The slow version:
- You start creating box orders in the PostGrid dashboard manually
- By order 25, a colleague messages you about an urgent account review
- You come back and cannot tell which rows you have already submitted
- You walk into Friday's compliance review with 47 unconfirmed orders and a spreadsheet with no IDs.
The fast version is one prompt and you have all 150 IDs in the workbook before lunch.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your New Accounts tab and creates a PostGrid box order for each row, logging the order ID and status so the compliance team has their confirmation.
Open the SheetXAI sidebar and type:
For each row in the 'New Accounts' tab of this workbook, create a PostGrid box order using first name from column A, last name from column B, and address from columns C through G. Write the returned box ID into column H and the order status into column I.
SheetXAI creates 150 box orders and writes box IDs and statuses back to columns H and I. The compliance team has their record before the afternoon standup.
What You Get
150 PostGrid box orders, logged to the workbook:
- Box ID — written to column H, one per account holder
- Order status — written to column I so the compliance team can see confirmed vs pending at a glance
- Compliance record — the workbook is both the account roster and the fulfillment log in one place
Column I is your status board. Sort it and every row without a confirmed status is immediately visible. No separate fulfillment report, no manual cross-checking against PostGrid.
Need to cancel a subset later? "For every row where column J says 'Cancel', call the PostGrid cancel endpoint using the box ID in column H and write the API response into column K." Same pattern, opposite direction.
What If the Data Is Not Quite Ready
New-account data from onboarding portals is rarely address-clean. SheetXAI handles the prep and the orders in the same prompt.
When address fields need to be combined from separate columns
The onboarding system exported street, apartment, city, state, and ZIP into separate columns. PostGrid needs a clean address line.
Combine the street address in column C and the suite or apartment number in column D into a single address line in column C, formatted as 'street, Suite number' where column D is not blank. Then create a PostGrid box order for each row in the 'New Accounts' tab and write the returned box ID and status into columns H and I.
When only verified accounts should receive a box order
The compliance team has added a 'Verified' flag in column J. You only want to ship to verified accounts.
For each row in the 'New Accounts' tab where column J says 'Verified', create a PostGrid box order using the name from columns A and B and the address from columns C through G. Write the returned box ID into column H and the status into column I. Leave rows where column J is not 'Verified' untouched.
When some orders need to be cancelled and new ones created in the same pass
Some orders were placed last week and now need cancellation due to address corrections. New rows were added overnight and need their first orders.
For rows in the 'New Accounts' tab where column K says 'Cancel' and column H has a box ID, call the PostGrid cancel endpoint and write the cancellation response into column L. For rows where column H is blank and column J says 'Verified', create a new PostGrid box order and write the returned box ID into column H and status into column I.
When address fields need combining, verification filtering, cancellations happen, and new orders go out in one shot
Some rows have apartment numbers in a separate column, some are marked Cancel with existing IDs, and the rest are new verified accounts needing their first order.
Combine street address and apartment number from columns C and D into a single address line in column C. For rows where column K says 'Cancel' and column H has an ID, cancel the PostGrid box order and write the cancellation response into column L. For remaining rows where column H is blank and column J says 'Verified', create a PostGrid box order and write the returned box ID and status into columns H and I.
The pattern: address prep, cancellations, and new orders all run from one prompt. The workbook ends up with a complete status record without touching the PostGrid dashboard.
Try It
Get the 7-day free trial of SheetXAI and open any fulfillment or account-holder workbook, then ask it to create PostGrid box orders. The PostGrid integration is included in every SheetXAI plan. For a related workflow, see how to send bulk personalized postcards from an Excel workbook or the PostGrid in Excel overview.