The Scenario
You are an operations analyst on the finance team. The monthly budget review is Thursday. Your team ran 8 mail batches last month across three campaigns, and the VP of Finance wants direct-mail costs reconciled against the quarterly budget tracker in Google Sheets before the meeting.
PostGrid has the data, statement by statement. Getting it into the sheet is the problem.
The slow version:
- You log into PostGrid and click through each postal statement one by one
- You copy the amount, the date, and the item count into the sheet by hand
- You get through five and realize you copied the wrong column for batch 3
- You start over
- Thursday arrives and the reconciliation sheet has six of the eight statements. The VP asks about the other two.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI reads your PostGrid postal statements and writes them directly into the sheet, so the reconciliation is done before you start the budget meeting.
Open the SheetXAI sidebar and type:
Fetch all PostGrid postal statements from last month. Write the statement ID into column A, the created date into column B, the total amount into column C, and the item count into column D of a new 'Postal Costs' sheet.
SheetXAI calls PostGrid's postal statements endpoint, pulls every statement, and populates the Postal Costs sheet. Eight statements, all four fields, no copy-paste errors.
What You Get
All 8 postal statements, written to the sheet:
- Statement ID — column A, every batch
- Created date — column B for date-range filtering
- Total amount — column C for summing against the budget
- Item count — column D so you can sanity-check cost per piece
The sheet is now your reconciliation tool. Add a SUM formula at the bottom of column C and the monthly direct-mail spend is there. Compare it to the budget line and you are done. No PostGrid login needed for Thursday's meeting.
Want to break it down by campaign? "After writing the statements, add a pivot summary below the data table grouping by campaign ID and totaling the amounts." SheetXAI adds the summary in the same prompt.
What If the Data Is Not Quite Ready
Finance reconciliations are never just a pull. SheetXAI handles the filtering, formatting, and calculations in the same prompt.
When you only want statements from a specific date range
You ran test batches in early March that should not count against the campaign budget.
Fetch all PostGrid postal statements. Filter to statements created between March 15 and March 31. Write statement ID, created date, total amount, and item count into columns A through D of the 'Postal Costs' sheet.
When amounts need to be in a consistent format for the budget system
PostGrid returns amounts in cents. Your budget tracker works in dollars.
Fetch all PostGrid postal statements from last month. Write statement ID into column A and created date into column B. Divide each total amount by 100 to convert from cents to dollars and write the result into column C formatted as a dollar value. Write item count into column D.
When the budget tracker already has a template with campaign labels
The 'Direct Mail Costs' tab has headers in row 1 and existing campaign rows. You want to append the new statement data without overwriting.
Fetch all PostGrid postal statements from last month. Find the first blank row in the 'Direct Mail Costs' tab below row 1. Write statement ID into column A, total amount in dollars into column B, created date into column C, and item count into column D for each statement. Then add a SUM formula at the bottom of column B.
When you need date filtering, currency conversion, existing-tab appending, and a campaign summary pivot all in one pass
Last month's statements span two calendar months, amounts are in cents, the tab already has data, and the VP wants a by-campaign breakdown too.
Fetch all PostGrid postal statements created between April 1 and April 30. Divide amounts by 100 to convert to dollars. Append each statement's ID, date, dollar amount, and item count to the first blank row in the 'Direct Mail Costs' tab, columns A through D, without overwriting existing rows. Then add a SUM formula at the bottom of column B and a pivot summary below it grouping statements by the first word of the statement description as the campaign label.
The pattern: pull, filter, convert, append, and summarize all happen in one prompt. Thursday's reconciliation is ready before Wednesday is over.
Try It
Get the 7-day free trial of SheetXAI and open any budget or finance sheet, then ask it to pull PostGrid postal statements. The PostGrid integration is included in every SheetXAI plan. For a related workflow, see how to run a bulk check run from an AP sheet or the PostGrid in Google Sheets overview.