The Scenario
You are a real estate agent. You have 80 past clients in an Excel workbook — name, address, and a short personal note you typed for each one. The workbook has been sitting there for two weeks while you figured out what to send. Now you have decided: postcard, Thanks.io, template you already have. The template ID is in cell H1.
The bad version:
- You open Thanks.io and navigate to the send flow, then start entering the first recipient manually — name, street, city, state, zip, message.
- After six recipients you realize the message column needs to be copy-pasted one at a time because there is no batch input for custom per-recipient text.
- You get through twenty rows in forty minutes, close the tab, and tell yourself you will finish tomorrow.
Nobody paid you to spend forty minutes entering addresses. You were supposed to be following up on listings.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the data you already have and talks to Thanks.io for you — no manual entry, no CSV formatting, no upload cycle.
Open the SheetXAI sidebar and paste this prompt:
For each row in this workbook — recipient name (column A), street (column B), city (column C), state (column D), zip (column E), message (column F) — send a Thanks.io postcard using template ID in cell H1 and write the order ID into column G.
SheetXAI reads every row, calls Thanks.io for each recipient, and writes the returned order ID back into column G.
What You Get
- Column G fills with Thanks.io order IDs, one per row, in the same row as the recipient.
- Any row that fails address validation gets a clear error note in column G instead of a silent skip.
- The send executes as a batch — you are not waiting for 80 individual confirmation popups.
- The workbook becomes your send record without any extra logging step.
What If the Data Is Not Quite Ready
The state abbreviations are inconsistent
Some rows say "California," some say "CA." Thanks.io wants two-letter codes.
Before sending, scan column D in this workbook and convert any full state names to their two-letter abbreviations, then send a Thanks.io postcard to each row using template ID from cell H1 and write the order ID into column G.
Some rows are missing zip codes
Ten rows have a blank in column E.
Send a Thanks.io postcard to every row in this workbook where column E is not blank, using name (A), street (B), city (C), state (D), zip (E), and message (F) with template ID from cell H1. Write the order ID into column G or "Skipped - no zip" if column E is empty.
The personal messages are in a different worksheet
Column F is blank in the main worksheet. The messages live in a "Notes" worksheet keyed by the same client name in column A.
For each row in the Clients worksheet, look up the personalized message from the Notes worksheet where the client name matches column A, then send a Thanks.io postcard using template ID from cell H1, message from column A in Notes, and address from columns B-E in Clients. Write the order ID into column G.
Clean up the data, then send the whole batch
Some rows have leading spaces in the address fields, some state values are mixed case, and three rows have duplicate names.
Remove leading and trailing spaces from columns B through E, convert column D to uppercase two-letter state codes, remove any duplicate rows where column A appears more than once (keep the first), then send a Thanks.io postcard to every remaining row using template ID from cell H1, name (A), address (B-E), message (F), and write the order ID into column G.
One prompt handles the cleanup and the send so you are not running two separate operations.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your client addresses — then ask it to send postcards using your Thanks.io template ID and write the order IDs back. When that works, check the spoke on exporting your full order history for ROI tracking.