The Scenario
Your agency is migrating a client off UniOne. The developer handling the ESP switch asked you for a complete template inventory last Friday: every template ID, name, subject line, and creation date. You said you'd have it by end of day. You are now looking at the UniOne dashboard at 4:45 PM.
The bad version:
- Navigate to UniOne's template list in the dashboard, which shows 20 templates per page
- Page through all 45 templates, copying the ID and name for each one into an Excel row by row
- Realize the dashboard does not show creation dates without opening each template individually
- Open 45 templates one at a time to collect the creation dates
End of day has passed. The developer is pinging you on Slack.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and calls the UniOne template API directly — no pagination, no individual template opens, no manual copying. Open the SheetXAI sidebar and describe what you need.
Export every UniOne template into this Excel sheet with columns for template ID, name, subject line, and creation date
What You Get
- One row per template in the active worksheet, covering all templates in the account
- Column A: template ID, Column B: template name, Column C: subject line, Column D: creation date
- All 45 (or however many) templates in one pass — no pagination, no clicks
What If the Data Is Not Quite Ready
You also need the HTML body for the migration
Export every UniOne template into this Excel sheet with columns for template ID, name, subject line, creation date, and HTML body
You only want templates whose names start with a specific prefix
List all UniOne templates whose name starts with "Onboarding" and write their ID, name, and subject to this worksheet
The developer needs character counts on each HTML body
Export every UniOne template into this Excel sheet with ID, name, subject, creation date, and HTML body — then add a column E that shows the character count of each HTML body
Full migration inventory in one shot with validation
Export every UniOne template with ID, name, subject, creation date, and HTML body, flag any template with an empty HTML body in red, and add a summary row at the top showing the total template count
The migration engineer gets the full inventory in a format they can actually use, without you opening 45 templates by hand.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook you use for ESP migration planning, then ask it to pull the full UniOne template inventory. Also see the bulk-create-templates spoke if you need to push the templates into the new ESP from the same workbook.