The Scenario
You are an email developer. Your company has 25 transactional templates in SendGrid: password resets, order confirmations, trial expiry notices, invoice emails. A rebrand is going out in two weeks and someone just asked which templates still have the old tagline in the subject line.
Nobody has a complete list. The SendGrid UI shows templates one page at a time. You have no idea which ones have an active version, which are legacy versus dynamic, or when each was last updated.
The slow version:
- Open SendGrid's template editor
- Click through 25 templates one by one
- Note the name, generation type, active version subject line, and last-updated date in a spreadsheet by hand
- Realize by template 12 that the "last updated" date is not shown on the list view, only inside each template
- Click into each template individually to find the date
- Three hours later you have a spreadsheet that is already out of date.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that calls the SendGrid Templates API and writes the full inventory into your sheet, so you never have to click through the UI.
Open the SheetXAI sidebar and type:
List all my SendGrid transactional templates and write their IDs, names, generation type (dynamic or legacy), active version subject lines, and active version updated_at dates into this sheet, one row per template. Sort by updated_at ascending so the oldest templates are at the top.
SheetXAI calls the API, paginates through all 25 templates, and writes the complete inventory. You have a sortable, filterable audit sheet in under a minute.
What You Get
A complete template inventory with one row per template:
- Template ID — for API calls and bulk operations
- Template name — as it appears in SendGrid
- Generation type — "dynamic" or "legacy", so you know which editor applies
- Active version subject line — the current live subject
- Last updated — lets you sort by staleness
Sorted oldest-first, the templates that have not been touched in years are immediately visible. The rebrand team can focus on those first.
Want to go further? Ask SheetXAI to update the subject lines from a second column in the same sheet.
What If the Data Is Not Quite Ready
Template audits rarely end at the inventory stage.
When you want to flag templates that have not been updated in over a year
The audit needs a "stale" flag for templates that predate the current brand guidelines.
List all SendGrid transactional templates with their IDs, names, generation types, subject lines, and last-updated dates. For any template last updated more than 12 months ago, write 'STALE' in column F. Leave column F blank for recently updated templates.
When you need to update subject lines in bulk from the sheet
Column B has the new subject lines that went through copy review.
For each template ID in column A, update the active version's subject line to the value in column B. Write 'updated' or the error message in column C.
When some templates do not have an active version
A few templates are drafts that were never activated.
List all SendGrid templates. For any template with no active version, write 'NO ACTIVE VERSION' in the subject line column and flag it in column F as 'NEEDS REVIEW'. For templates with an active version, write the subject line and leave column F blank.
When you need the full audit: inventory, stale flags, subject line updates, and a summary
The complete pre-rebrand template sweep in one prompt.
List all my SendGrid transactional templates with their IDs, names, generation types, active version subject lines, and last-updated dates. Flag templates older than 12 months as 'STALE' in column F. For every row where column G has a new subject line, update the active version subject in SendGrid and write 'updated' or the error in column H. Then on a new tab called Audit Summary, write a paragraph describing how many templates exist, how many are stale, how many were updated in this run, and which ones still need attention.
The pattern: inventory, flag, update, and summarize in one pass instead of four separate tasks.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, then ask it to list all your SendGrid transactional templates with their active version details. The SendGrid integration is included in every SheetXAI plan. For related workflows, see how to provision sender identities from a sheet or the SendGrid in Google Sheets overview.