The Scenario
The client roster for a new engagement batch just landed in your Google Sheet — 30 rows, each with client name, start date, monthly fee, and jurisdiction. Contracts need to go out today. Your firm uses a Feathery document template for these agreements, which means someone has to drive each row of data into the template and generate the filled PDF. That someone, as of this morning, is you.
The bad version:
- Open Feathery, find the contract template, click "Generate Envelope," paste in the client name from row 2, paste in the start date, paste in the fee, choose the jurisdiction, submit — then copy the envelope ID back into the sheet so you can track it.
- Do this 30 times.
- On row 17, paste the wrong fee because you were looking at the cell above. Send the wrong contract to a client. Spend two days reissuing it.
The cognitive overhead of manually copying values across 30 rows without a single transposition error is not a task; it's a gauntlet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your contract data, calls the Feathery document API once per row, and writes the returned envelope IDs back — without you opening the Feathery UI once.
Read rows from my Google Sheet (client name in column A, start date in column B, monthly fee in column C, jurisdiction in column D) for rows 2 through 31, and fill the Feathery "Standard Client Agreement" document template for each row, writing the returned envelope ID into column E.
What You Get
- Column E populated with one envelope ID per row.
- Each envelope corresponds to a filled PDF in Feathery, ready to send for signature.
- Rows where a required field is blank get an error note in column F rather than silently skipping.
- After the prompt runs, you have a complete audit trail: which client, which envelope, ready for the e-signature tracking step.
What If the Data Is Not Quite Ready
The fee column is formatted as currency text, not a number
Column C has values like "$4,500.00" and the Feathery template expects a plain number.
Read client name from A, start date from B, monthly fee from C (strip the $ and commas and convert to a number), and jurisdiction from D for rows 2 to 31. Fill the Feathery "Standard Client Agreement" template for each row and write the envelope ID into column E.
Some rows have a blank jurisdiction and should default to "Delaware"
The jurisdiction field is optional in the sheet but required in the template.
For rows 2 to 31, read client name, start date, monthly fee, and jurisdiction. Where jurisdiction in column D is blank, use "Delaware" as the default. Fill the Feathery contract template for each row and write the envelope ID into column E.
You need to fill a different template for international clients
Rows where jurisdiction is outside the US should use the "International Client Agreement" template; domestic rows use the standard one.
Read rows 2 to 31. For rows where column D contains a non-US jurisdiction, fill the Feathery "International Client Agreement" template. For all other rows, fill the "Standard Client Agreement" template. Write the envelope ID into column E and the template name used into column F.
Clean the data, generate envelopes, and flag duplicates in one shot
You suspect a few client names appear twice in the sheet from a data entry error.
For rows 2 to 31, deduplicate by client name in column A (flag duplicates in column G with "DUPLICATE — skipped"). For unique rows, normalize client name to title case, strip currency formatting from column C, then fill the Feathery "Standard Client Agreement" template and write the envelope ID into column E.
Cleanup, deduplication, and envelope generation — all in a single ask.
Try It
Get the 7-day free trial of SheetXAI and open a Google Sheet with your contract variable rows, then ask it to drive envelope generation from the data. See also tracking e-signature status and the full Feathery integration overview.