The Scenario
You're the lifecycle email manager at a fintech company. The product team shipped five new onboarding stages, each requiring a corresponding drip email template in UniSender. You also have five templates from a previous sprint that never made it into UniSender because the person who used to create them manually left the team. Ten templates, one Excel workbook with all the content already written out — title in column A, subject in B, sender name in C, sender email in D, HTML body in E.
The bad version:
- Open UniSender template editor. Click "Create template." Paste title. Paste subject. Set sender name. Set sender email. Paste HTML. Save.
- Repeat nine more times.
- On template 6, paste the HTML from the wrong row because your source workbook is in one window and UniSender is in another and you've lost track of which row you're on. Catch the error two days later during QA.
Ten templates, 45 minutes, and a silent mistake somewhere in the middle.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads each row and creates all ten templates in UniSender in one operation — no window-switching, no copy-paste errors.
Read my Excel sheet where each row defines an email template. Column A is the title, B is the subject, C is the sender name, D is the sender email, E is the HTML body. Create each row as a new UniSender template. Write the newly created template ID into column F.
What You Get
- All ten templates created in UniSender in a single pass.
- Newly created template IDs written back into column F as a record.
- No row-to-row copy-paste errors — content goes from cell to API payload directly.
- Done before Monday's launch without a clicking session.
What If the Data Is Not Quite Ready
Replace a placeholder string before creating
Read my Excel sheet. For each row, replace the placeholder text "FIRST_NAME_PLACEHOLDER" in column E with the UniSender personalization tag for first name. Then create the template in UniSender with the updated body. Write the created template ID into column F.
Only create rows marked "approved" in column G
Read my Excel sheet. Only create UniSender templates for rows where column G contains "approved." Use columns A through E for template fields. Write the created template ID into column F for each processed row.
Check for duplicate subject lines before creating
Check my Excel sheet for duplicate values in column B. If any duplicates exist, write "duplicate - review" into column F for those rows and skip creating templates for them. Create templates for all non-duplicate rows and write the template ID into column F.
Validate, deduplicate, and create in one pass
Read my Excel sheet. Skip any row where column A or column D is blank. Flag duplicate subject lines in column B with "dup" in column F. For all remaining valid rows, create the UniSender template from columns A through E and write the template ID into column F.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your content team stages new email templates — ask it to push the whole batch into UniSender in one go. See also: export existing templates for archiving or the full UniSender integration overview.