The Scenario
You are a copywriter at a marketing agency. The seasonal campaign launches in four days. You manage 30 mail templates for a retail client, all stored in an Excel workbook on the Mailer Templates tab: template name in column A, full HTML content in column B, and a PostGrid template ID column in column C that is either blank (new templates) or has an ID from last season (existing templates to update).
Every template needs to be live in PostGrid before the campaign scheduler can start building sends. Last season you did this by hand in the PostGrid dashboard. It took a full afternoon and three of the HTML pastes had truncation errors nobody caught until day two.
The slow version this season:
- You open PostGrid, create a template, paste the name, paste the HTML
- Switch back to the workbook to get the next row
- Repeat 30 times, mixing creates and updates depending on whether column C has an ID
- Discover one template has a mismatch between the workbook HTML and what is in PostGrid
- Fix it while the campaign scheduler waits
- You are half a day behind schedule before the campaign even starts.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your Mailer Templates tab and creates or updates each PostGrid template depending on whether column C already has an ID, writing returned IDs back to the workbook.
Open the SheetXAI sidebar and type:
Read the 'Mailer Templates' tab of this workbook. If column C has a template ID, update the existing PostGrid template with the HTML in column B. If column C is blank, create a new PostGrid template using the name from column A and the HTML from column B, then write the new template ID into column C.
SheetXAI handles both creates and updates in one pass, writing new IDs back where column C was blank. The campaign scheduler has every template ID in column C before end of day.
What You Get
30 PostGrid templates, all current:
- Updated templates — rows where column C had an ID are updated with the new HTML from column B
- New templates — rows where column C was blank have the new PostGrid template ID written into column C
- Single source of truth — the workbook's column C is now the authoritative template ID reference for the campaign scheduler
Column C is what the campaign scheduler uses. They copy template IDs from column C directly into PostGrid campaign configs without searching the dashboard. No ID lookups, no naming convention confusion.
Want to split letter vs postcard into separate endpoints? Add "if column D says 'Letter' use the letter template endpoint, if 'Postcard' use the postcard endpoint" and SheetXAI routes each row correctly.
What If the Data Is Not Quite Ready
Shared Excel workbooks accumulate formatting artifacts from multiple contributors. SheetXAI handles cleanup and the push in the same prompt.
When some HTML in column B has unclosed tags
A few rows have malformed HTML because someone pasted from a rich-text editor and the formatting broke.
Before creating or updating templates, check column B of the 'Mailer Templates' tab for unclosed
<div>or<p>tags. Fix any that are malformed. Then if column C has an ID, update the PostGrid template; if blank, create a new one and write the ID into column C.
When the template type varies by row and different endpoints apply
Column D identifies each row as 'Letter' or 'Postcard'. PostGrid uses different creation endpoints for each.
For each row in the 'Mailer Templates' tab: if column D says 'Letter' use the PostGrid letter template endpoint; if 'Postcard' use the postcard template endpoint. If column C has an ID, update the existing template with HTML from column B. If column C is blank, create a new template and write the returned ID into column C.
When some HTML uses placeholder variables that need to be injected from column E before pushing
The HTML in column B uses the string OFFER_PLACEHOLDER that should be replaced with an actual offer value stored in column E before the template goes to PostGrid.
For each row in the 'Mailer Templates' tab, replace the string OFFER_PLACEHOLDER in the HTML in column B with the value from column E. Then if column C has a template ID, update the PostGrid template; otherwise create a new one and write the ID into column C.
When HTML needs injection, type routing, and upsert logic all run at once with a summary count
The workbook has offer-variable injection needed in some rows, mixed letter and postcard types, a mix of creates and updates, and the campaign manager wants a count of how many were created vs updated.
For each row in the 'Mailer Templates' tab, replace OFFER_PLACEHOLDER in column B with the value from column E where column E is not blank. Route by column D: use the letter endpoint for 'Letter' rows and the postcard endpoint for 'Postcard' rows. If column C has an ID, update the existing PostGrid template. If blank, create a new one and write the ID into column C. At the end, write a summary into cell A32: total templates updated, total templates created.
The pattern: injection, routing, and upsert logic all run from one prompt. The workbook ends up as the authoritative template registry without you opening the PostGrid dashboard once.
Try It
Get the 7-day free trial of SheetXAI and open any workbook with HTML template content, then ask it to push the templates to PostGrid. 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.