The Scenario
You are a real estate agent. Spring listing season starts this weekend. You have 500 homeowners in an Excel workbook, one per row on the Mailing List tab: first name in column A, last name in column B, street address in column C, city in column D, state in column E, ZIP in column F.
You want a personalized postcard in every one of those mailboxes before Friday. PostGrid handles the printing and postage. Getting the 500 rows from the workbook into PostGrid as individual postcard orders is the problem.
The bad version of this week:
- You search for a PostGrid Excel add-in and find nothing
- You try exporting the workbook to CSV and uploading to PostGrid
- PostGrid does not accept CSV bulk uploads from the dashboard
- You ask your developer to write a script and connect it to OneDrive
- They say they can fit it in after the sprint
- The weekend starts and nothing has been mailed.
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 recipient rows and calls PostGrid for you, so you never have to touch the API or wait for a developer.
Open the SheetXAI sidebar and type:
For each row in the 'Campaign' tab of this workbook, create a PostGrid postcard. Use first name from column A and last name from column B as the recipient name, street address from column C, city from column D, state from column E, ZIP from column F. Use template ID tmpl_abc123. Write the returned postcard ID and status into columns G and H for each row.
SheetXAI iterates through all 500 rows, calls PostGrid's postcard endpoint once per row, and writes each returned postcard ID and status back to columns G and H. By the time you finish your next call, the queue is building.
What You Get
500 PostGrid postcard orders, logged back to the workbook:
- Postcard ID — written to column G for every row
- Status — written to column H so you can see what is queued vs confirmed
- Personalization — each postcard uses the homeowner's own name from columns A and B
- Audit trail — the workbook is now both the mailing list and the delivery record
Column G is your tracking reference. If a homeowner says they did not get the card, find their row, take the ID from column G, and look up the delivery status directly in PostGrid. You know exactly what happened.
Want to vary the offer by neighborhood? Add "if column I says 'Luxury,' use template ID tmpl_luxury22 instead" to the prompt. SheetXAI routes each row to the right template.
What If the Data Is Not Quite Ready
Mailing lists from CRMs or open-house sign-in forms are rarely clean. SheetXAI handles the prep and the sends in the same prompt.
When address fields are split differently across rows
Some rows have apartment numbers appended to the street address in column C, others have them in a separate column that was merged on import.
Normalize the address data in the 'Campaign' tab so that column C always contains only the street address and any apartment number is removed to column D. Then create a PostGrid postcard for each row using template tmpl_abc123 and write the postcard ID and status into columns G and H.
When some rows are missing a ZIP
A portion of rows have blank ZIP codes from the sign-in form. You do not want undeliverable cards going out.
Before sending, check column F of the 'Campaign' tab for blank ZIP codes. For rows with a blank ZIP, write 'SKIPPED — missing ZIP' into column G and skip the PostGrid call. For all other rows, create the postcard and write the returned postcard ID into column G and status into column H.
When you only want homeowners in two specific ZIP codes
The full workbook has 500 contacts but this campaign targets only two neighborhoods.
Filter the 'Campaign' tab to rows where column F is 90210 or 90211. Create a PostGrid postcard for each filtered row using template tmpl_abc123 and write the postcard ID into column G and status into column H. Leave all other rows untouched.
When the list needs deduplication, ZIP filtering, and neighborhood-specific templates in one pass
The workbook is a merge of three imports with duplicates, you want only two target ZIPs, and different designs apply per neighborhood.
Deduplicate the 'Campaign' tab by the combination of first name, last name, and ZIP code, keeping the first occurrence. Filter to rows where column F is 90210 or 90211. For each remaining row: if column I says 'Beachfront' use template tmpl_beach01, if it says 'Hillside' use tmpl_hill01, otherwise use tmpl_abc123. Create a PostGrid postcard per row and write the postcard ID and template used into columns G and I.
The pattern: instead of cleaning the workbook first and then handling the sends separately, you ask for both in one prompt. SheetXAI runs the conditional logic inline.
Try It
Get the 7-day free trial of SheetXAI and open any mailing list workbook, then ask it to send a PostGrid postcard campaign. The PostGrid integration is included in every SheetXAI plan. For a related workflow, see how to send a bulk letter campaign from an Excel workbook or the PostGrid in Excel overview.