The Scenario
You are a marketing ops specialist. Your team runs 12 distinct audience segments, each with a SQL condition defining who belongs in it. The head of demand gen wants them all live in SendGrid by end of day Wednesday.
Normally this means logging into SendGrid's UI 12 times, typing each segment name, entering the SQL condition, saving, waiting for the contact count to populate, and verifying the count matches the estimate in your planning workbook. By segment 4 you are making typos.
The slow version:
- Open SendGrid's Contacts UI
- Click "Create Segment" 12 times
- Copy names and SQL conditions from the workbook, paste them into the UI one by one
- Note the returned counts back into the workbook by hand
- Three hours of copy-paste. Two counts do not match and you do not know why.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads your segment definitions and creates them in SendGrid in one pass, writing back the IDs and counts for immediate verification.
Open the SheetXAI sidebar and type:
For each row in this workbook, create a new SendGrid marketing list using the name in column A. Write the returned list ID into column B. Then get the current contact count for each list ID in column B and write it in column C. Flag any row in column D as 'LOW' where the count in column C is more than 10% below the target in column E.
SheetXAI creates all 12 lists, retrieves the contact counts, compares them to your targets, and flags discrepancies.
What You Get
A fully populated workbook with three new columns:
- Column B — the SendGrid list ID for each segment
- Column C — the live contact count from SendGrid after creation
- Column D — "LOW" for any segment whose count is more than 10% below your target
The "LOW" flags tell you where to investigate before the campaign launches, not after.
What If the Data Is Not Quite Ready
When segment names have trailing spaces or inconsistent punctuation
Trim all names in column A and remove any trailing punctuation or special characters. Then create a SendGrid marketing list for each cleaned name and write the list ID in column B.
When some rows already have a list ID from a previous run
Skip any row where column B already has a list ID. For the remaining rows, create a new SendGrid marketing list using column A as the name and write the returned ID in column B.
When you want to verify existing list counts without creating new ones
For each list ID in column B, get the current contact count from SendGrid and write it in column C. Flag 'LOW' in column D where the count is more than 10% below the target in column E.
When you need the full audit: create, count, compare, and summarize
Create a SendGrid marketing list for each row using column A as the name. Write the returned list ID in column B. Get the contact count for each new list and write it in column C. Compare column C to the target in column E: write 'OK', 'LOW', or 'EMPTY' in column D. Then on a new tab called Summary, write a paragraph describing how many lists were created, how many hit their targets, and which ones need investigation.
The pattern: creation, verification, and flagging in one operation — not 12 separate UI sessions.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with segment names or list definitions, then ask it to create and verify them in SendGrid. The SendGrid integration is included in every SheetXAI plan. For related workflows, see how to bulk import contacts into SendGrid from Excel or the SendGrid in Excel overview.