The Scenario
You work in business development at a law firm. Your marketing coordinator has prepared ten letter variations for a prospect outreach campaign — different opening paragraphs for different practice areas. Each row in an Excel workbook has a recipient, an address, and a letter body. Thanks.io will handle the physical send, but the partners want to review PDF previews of all ten before approving anything.
The preview request landed in your inbox this morning. The partners have a brief window to review this afternoon.
The bad version:
- You open Thanks.io and navigate to the letter preview flow.
- You enter the first recipient name and address, paste in the letter body from the workbook, and request a preview.
- Thanks.io generates a PDF URL. You copy it, go back to the workbook, paste it in column G.
- You do this nine more times.
Ten iterations of that same sequence. The partners are waiting and you are still on row four.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads every letter draft and requests a Thanks.io preview for each one, writing the PDF URL back into the workbook so you can share a single file for review.
Open the SheetXAI sidebar and paste this prompt:
For each row in the Letter Drafts worksheet (recipient name A, address B through E, letter text F), generate a Thanks.io windowless letter preview and write the PDF preview URL into column G.
SheetXAI generates all ten previews and populates column G with the URLs.
What You Get
- Column G fills with Thanks.io PDF preview URLs, one per row.
- All ten previews generate in one operation — you share the workbook and the partners click each link.
- Rows where preview generation fails show an error note in column G.
- When approval comes back, you reference the same rows to trigger the actual send.
What If the Data Is Not Quite Ready
The letter text exceeds Thanks.io's character limit
For each row in the Letter Drafts worksheet, check if column F exceeds 2000 characters. If it does, trim to 2000 characters at the last complete sentence boundary, then generate a Thanks.io windowless letter preview using name (A), address (B-E), and the trimmed letter text. Write the preview URL into column G and note Trimmed in column H if any text was cut.
Some rows are missing an address component
For each row in the Letter Drafts worksheet where columns B through E are all non-blank, generate a Thanks.io windowless letter preview using name (A), address (B-E), and letter text (F) and write the PDF URL into column G. For rows with any missing address field, write Skipped - incomplete address in column G.
I want to preview only the first draft of each practice area variation
Generate a Thanks.io windowless letter preview for every other row in the Letter Drafts worksheet starting at row 2 (rows 2, 4, 6, 8, 10, 12) using name (A), address (B-E), and letter text (F), and write the PDF preview URL into column G.
Standardize the letter salutations, validate address fields, then generate all previews
In column F of the Letter Drafts worksheet, replace any salutation starting with "To " followed by a name with "Dear " followed by the same name. Then convert all column D values to two-letter state abbreviations, and generate a Thanks.io windowless letter preview for each row using name (A), address (B-E), and the corrected letter text (F). Write the PDF preview URL into column G.
One prompt handles the text normalization and generates all ten previews in a single pass.
Try It
Get the 7-day free trial of SheetXAI and open your letter drafts workbook — ask it to generate Thanks.io preview URLs for every row and write them into column G. Once approval lands, see the donor letter send spoke to trigger the full batch.