The Scenario
The Q4 business review is Monday. A strategy analyst needs to pull all Asana goals — names, owners, current progress, status, and the supporting projects linked to each — into an Excel workbook for the company's quarterly OKR dashboard.
He's been in this role for six months and has done this by hand twice already. Each time it took most of a Friday. The first time he missed two goals because Asana's Goals section doesn't make it obvious when you've scrolled past all of them. The second time he got the numbers right but the supporting project links wrong because goal relationships aren't always visible in the default view.
The bad version:
- Navigate to Asana's Goals section, open goal 1, read the owner, read the progress number, read the status color, scroll to see the supporting projects, note them all.
- Switch to Excel, enter all of that into the right row.
- Go back to Asana, find goal 2. Realize the Goals view has re-sorted and you're not sure if you missed any between goals 7 and 8.
- Finish, run the dashboard, and find that goal 12 has a supporting project listed that was added after you captured the data.
OKR dashboards are supposed to give leadership a real-time picture. A snapshot assembled by hand across 90 minutes on a Friday is not that.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workspace and time period IDs from your prompt, queries all Asana goals for that period, and writes the data directly into the dashboard worksheet.
Pull all Asana goals from workspace [ID] and their goal relationships into this Excel sheet — columns: goal name, goal owner email, supporting item name, supporting item type, relationship type.
What You Get
- One row per goal with the structured fields written directly into the worksheet
- Columns: goal name, owner email, current progress (numeric), status, supporting project or goal names as a list
- Goals with no supporting items show an empty cell rather than an error
What If the Data Is Not Quite Ready
You want goals filtered to only those owned by your leadership team, listed in the workbook
Fetch all goals for Asana workspace [ID] in time period [ID]. Only include goals where the owner's email matches one of the emails listed in column A of the 'LeadershipFilter' worksheet. Write goal name, owner, progress, and status into the 'Goals' worksheet.
Progress is in different units across goals and you need a normalized view
Pull all goals for Asana workspace [ID] in time period [ID]. For each goal, write name, owner, raw progress value, progress unit (percent or count), status, and a normalized 0-100% value. Write into the 'Goals' worksheet.
You also need goal relationships between parent goals and child goals, not just project links
Fetch all goals from Asana workspace [ID] in time period [ID] and their relationships. Write goal name, goal owner email, supporting item name, supporting item type (goal or project), and relationship type into the 'GoalRelationships' worksheet.
Pull goals, flag at-risk items, and write an executive summary in one prompt
Fetch all goals for Asana workspace [ID] in time period [ID]. Write goal name, owner, progress, and status into the 'Goals' worksheet. For any goal where progress is below 40% and status is "On Track", write "At Risk" in column E. Then write a two-sentence executive summary of the overall goal portfolio to cell A1 of the 'Summary' worksheet.
One prompt that populates the data, applies the risk flag, and drafts the summary before Monday's review.
Try It
Get the 7-day free trial of SheetXAI and open your OKR dashboard workbook — ask SheetXAI to pull all Asana goal data before the quarterly business review. You can also look at how to export project status updates for the same presentation, or return to the Asana hub for the full workflow list.