The Scenario
Your e-commerce ops team just wrapped a flash sale. Five hundred customers have orders sitting in a "ready for pickup" status, and corporate wants them notified by WhatsApp before the end of the business day. Their phone numbers are in column A of your Excel workbook. The message template — personalized with order ID and customer name — is in column B.
The bad version:
- Open TimelinesAI, go to the new conversation screen, type the number from the workbook, paste the message, hit send. Move to row 2.
- Realize halfway through that three phone numbers are missing the country code. Stop, fix them in Excel, go back to TimelinesAI, re-find your place in the list.
- Complete 40 of the 500 and understand, with clarity, that this will take the rest of the week.
You're not a messaging intern. You're managing a logistics operation, and whoever built this contact list did not build it thinking you'd have to send each message one at a time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your data and talks to TimelinesAI on your behalf. Open the SheetXAI sidebar, connect your TimelinesAI account, and send one prompt.
Send a WhatsApp message to each number in column A of my Excel sheet saying 'Hi [Name in col B], your order [Order ID in col C] is ready for pickup'
What You Get
- Each number in column A receives the personalized message text — Name from column B, Order ID from column C — sent via your connected TimelinesAI account.
- Column D is written with the send status for each contact: "sent," "failed," or "invalid number."
- Any rows with missing or malformed phone numbers surface immediately as failed with a reason, so you can fix and re-run just those rows.
- The whole batch fires in a single operation — not 500 separate manual sends.
What If the Data Is Not Quite Ready
The phone numbers are missing country codes
For every row in my Excel sheet, send a WhatsApp message to the phone number in column A — if a number doesn't start with a country code, prepend +1 before sending. Use the message template in column B.
The message template uses first-name personalization but some name cells are blank
Send a WhatsApp message to each number in column A using the template in column B, but if the name in column C is blank, replace the [Name] placeholder with 'there' instead. Log the send status in column D.
Some rows have a "do not contact" flag and should be skipped
For each row in my Excel sheet where column E does not say 'DNC', send a WhatsApp message to the number in column A using the message in column B. Write the send result in column F.
Clean, personalize, and send in one pass
For every row in my Excel sheet: normalize the phone number in column A to E.164 format, replace [Name] in the column B template with the value in column C, skip any row where column E is 'DNC', send the message from my connected TimelinesAI account, and write the result in column F with a timestamp.
The pattern: when the data isn't clean, ask for the cleanup and the send in the same prompt.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook with your customer contact list — then ask it to bulk-send the WhatsApp campaign and log every send status back to column D. If phone number formatting needs fixing first, include that in the same prompt. See also: sending follow-ups to existing chats and the full TimelinesAI integration overview.