The Scenario
The cards are supposed to go out Friday. You've got 200 rows in a Google Sheet — Name, Address Line 1, City, Postcode, Country — and a Cardly template ID your designer dropped in a Slack message three days ago. Before anyone presses send, the team wants every preview URL so they can spot-check the personalisation.
The bad version:
- Open Cardly, navigate to the preview generator, paste in the first recipient's details, copy the URL, switch back to the sheet, paste it in column F, repeat.
- On recipient 14, you realise the postcode for two rows is formatted as a number and dropped the leading zero — now you're going back to fix those rows before you can continue.
- On recipient 40, the preview tool times out and you're not sure if it saved. You try again. It creates a duplicate.
This is a send that was supposed to take an hour. It's now the end of the day and you're on row 60.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your data, understands what you're looking at, and through its built-in Cardly integration it generates the previews and writes the URLs back to the sheet — all from one prompt.
Open the SheetXAI sidebar and ask:
For each recipient row in my sheet (columns A–E: Name, Address Line 1, City, Postcode, Country), generate a Cardly preview using template ID T-001 and write the preview URL to column F.
What You Get
- A preview URL in column F for every row where the address fields are complete.
- Rows with missing or malformed data flagged in column G with a short note — so you can fix only what needs fixing, not hunt through 200 rows manually.
- No duplicates, no session timeouts, no manual URL-copying.
What If the Data Is Not Quite Ready
The postcode column has mixed formats
Some postcodes are stored as numbers and lost their leading zero during a paste. Before generating previews, you want them corrected.
Fix all postcodes in column E — ensure they are text-formatted and any five-digit codes that are missing a leading zero are padded. Then generate Cardly previews for all rows using template T-001 and write the preview URLs to column F.
The address spans multiple columns but Cardly expects a single field
Your sheet has Address Line 1 in column C, Address Line 2 in column D, and City in column E, but the Cardly template wants a combined "full address" field.
Concatenate columns C, D, and E into a single address string for each row, then generate Cardly previews using template T-001. Write the preview URL to column G.
Some rows are marked as "do not mail" in column H
You have a flag column and don't want previews generated for opted-out recipients.
Generate Cardly previews using template T-001 only for rows where column H is blank or says "active" — skip any row where column H contains "do not mail". Write the preview URL to column F for included rows.
The template ID varies by segment and lives in a lookup tab
Different recipient segments get different card designs. The segment is in column B, and the mapping from segment to template ID is in a separate "Templates" tab.
Look up each recipient's segment from column B against the segment-to-template mapping in the "Templates" tab, then generate a Cardly preview using the matched template ID for each row. Write the preview URL to column F and the matched template ID to column G. Flag any segments that have no match in column H.
The pattern: tell SheetXAI what condition to check and what action to take — it handles the lookup, the conditional logic, and the API call in a single pass.
Try It
Get the 7-day free trial of SheetXAI and open the Google Sheet where your Cardly mailing list lives. Ask it to generate previews for your next send and write the URLs back to the sheet. Or jump to the sibling spoke on exporting your order history, or back to the Cardly integration overview.