The Scenario
It is the third week of the month and your law firm's renewal notice letters are overdue. The Clients workbook has a Clients worksheet with 80 rows — full name in column A, street through ZIP in columns B to E. Each client needs a personalized letter with their name in the body. The Stannp template is ready. What is missing is the path from the workbook to the physical send.
The bad version:
- Save the worksheet as CSV, reformat the column headers to match the mail-merge field names Stannp expects, discover that two clients have the same surname and their rows have slightly different address capitalization that will cause the merge to produce inconsistent output.
- Upload to Stannp's letter endpoint, find the template field names do not match the column headers you exported, rename the columns in the workbook, re-export, re-upload.
- Wait for the batch to process, copy the returned mailpiece IDs into the firm's tracking spreadsheet, notify the paralegal that the run is done.
Nobody at the firm was hired to run mail merge QA. The senior associate who owns this client list is billing hours. The tracking spreadsheet exists precisely because this process keeps breaking.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the client list, calls the Stannp letter API, and writes the mailpiece IDs back into the worksheet directly.
Send a personalized letter to every row in my Excel Mailing List sheet using Stannp template 73104 — name in column A, street in column B, city in column C, state in column D, ZIP in column E — and paste the mailpiece IDs and delivery statuses back into the sheet.
What You Get
- A mailpiece ID in the next available column for every client row that was sent successfully.
- The delivery status in the column after that — so the paralegal has a complete send record in the workbook without a separate tracking file.
- Any failures appear as an error message in the mailpiece ID column so the row is immediately identifiable.
What If the Data Is Not Quite Ready
Full name in a single column rather than split
Parse the full name string in column A — treating the last space-separated word as the last name and the rest as first name — then send a Stannp letter using template 73104 with the split name components, street from B, city from C, state from D, ZIP from E. Paste the mailpiece ID and status into columns F and G.
Some rows marked as on hold and should be skipped
For rows in the Clients worksheet where column F does not contain the text On Hold, send a Stannp letter using template 73104 with name from A, street from B, city from C, state from D, ZIP from E. Write the mailpiece ID and status into columns G and H.
Clients across two worksheets needing a merged send
Combine all rows from the Active Clients worksheet and the New Clients worksheet, deduplicate by the street and ZIP combination in columns B and E, then send a Stannp letter using template 73104 to each unique client and write the mailpiece ID and status into columns F and G of whichever worksheet the row came from.
Full dedup, validation, and send in one operation
Remove duplicate rows from the Clients worksheet based on columns B through E, trim whitespace from all address fields, flag rows with blank address fields by writing Missing Address into column F, then send a Stannp letter using template 73104 to all rows where column F is blank and write the mailpiece ID and status into columns F and G.
Combining the cleanup and the send means the workbook reflects the final state of every row after the run, not a midpoint snapshot.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a client or contact list and ask it to send personalized letters via Stannp. For postcard sends, see the bulk-send postcards spoke. For the hub overview, see How to Connect Stannp to Excel.