The Scenario
The delivery manager sent a message at 8:47 AM: "Can you put together a cross-project status view by end of day? I need to see every card across the three active projects — what stage it's in, who owns it, when it's due." She's presenting to the client at 4 PM.
You open Breeze. There are 140-something cards spread across three boards.
The bad version:
- Open the first project, go to board view, start copying card names and stages into the workbook — but board view doesn't show you all the metadata at once, so you flip to list view, which shows more but still requires clicking into each card for the full details.
- After 40 minutes you have the first project roughly captured with some gaps in the tags and assignee columns.
- Move to the second project and realize the list names are different — "In Review" here is "QA" in the other project — so now you need to normalize before the delivery manager can read it as a single dataset.
You're three hours in and the report isn't coherent yet.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook structure, connects to Breeze, and pulls card data across projects into whatever column layout you ask for — without you touching Breeze's UI.
Export every card across all active Breeze projects into my Excel sheet with their project name, list name, and current status — include card name, assignee, and due date as well.
What You Get
- Every card from the specified projects lands in the workbook with one row per card.
- Columns: project name (A), card name (B), current list name (C), assignee (D), due date (E), tags (F).
- Headers written to row 1.
- Cards from all lists included — not just one stage.
- If a card has no assignee or due date, the cell is left blank rather than populated with a placeholder.
What If the Data Is Not Quite Ready
You need cards from three specific projects, not all active ones
Pull all cards from the 'Website Relaunch,' 'Mobile App,' and 'Internal Tools' Breeze projects into this workbook. Include card name, project name, current list, assignee, due date, and tags. Put a project name column first so I can filter by project.
The list names differ across projects and you need a normalized status column
Pull all cards from the 'Website Relaunch' and 'Mobile App' projects. After writing the raw list name to column C, add column D called "Normalized Status" — map "In Review" and "QA" both to "Review," and "In Progress" and "Doing" both to "Active." Everything else stays as-is.
You only want cards that are overdue
Pull all cards from the 'Website Relaunch' project. Only include cards where the due date is before today. Write the results to this workbook with card name, list, assignee, and due date — and add a column calculating how many days overdue each card is.
Full kill chain: pull, normalize, analyze, and summarize in one shot
Pull all cards from all three active Breeze projects — Website Relaunch, Mobile App, Internal Tools. Normalize the list names (In Review → Review, In Progress → Active). Calculate days overdue for past-due cards. Then write a summary block below the data: total cards, breakdown by project, count of overdue cards per project, and the single assignee with the most overdue cards.
One prompt does the extraction, the normalization, and the analysis that would otherwise be three separate steps.
Try It
Get the 7-day free trial of SheetXAI and open a fresh Excel workbook, then ask it to pull all cards from a Breeze project you need to report on. If you want to push data the other way, see how to bulk create cards from a backlog workbook or return to the Breeze and Excel hub.