The Scenario
A new Agile coach joined a 200-person engineering organization two weeks ago. Her first assignment is a workflow-improvement workshop covering all eight Kanbanize boards the org uses. Before she can run the workshop, she needs a reference sheet: every board's columns, each column's WIP limit, the workflow it belongs to, and the available block reasons.
Nobody on the team has this documented anywhere. "It's all in Kanbanize" is the answer she gets when she asks.
The bad version:
- Log into Kanbanize. Open board 1. Click into the board settings. Find the columns list. Write down each column name, its WIP limit, and its workflow. Navigate to block reasons. Write those down too.
- Repeat for boards 2 through 8. Each board has a slightly different settings UI path. Board 5 has no WIP limits set. Board 7 has 14 columns.
- Open a blank Excel workbook and start typing.
This is documentation work, not analysis. The coach came in to run workshops, not to transcribe settings screens for three hours. And when the boards change next month — which they will — none of this will be current.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and through its Kanbanize integration it can pull board configuration data across multiple boards in one ask.
For each board ID listed in column A of this workbook, fetch all columns from Kanbanize including name, WIP limit, and workflow assignment, and append the results as rows with board ID, column name, WIP limit, and workflow.
What You Get
- One row per column across all eight boards, with the board ID, column name, WIP limit (or blank if none is set), and workflow name in adjacent columns.
- A flat reference workbook you can sort, filter, and share — without opening Kanbanize settings eight times.
- Boards where the API returns an error (permissions, invalid ID) noted in a result column so you know what to follow up on.
What If the Data Is Not Quite Ready
You also need the cycle-time columns for each workflow
Fetch the cycle-time columns for every workflow on Kanbanize board 15 and write the workflow name and the included column names side by side in this workbook starting at A1.
The board IDs in column A include some that are no longer active
For each board ID in column A, attempt to fetch columns from Kanbanize. If the board returns a "not found" or "access denied" error, write "inactive" in column B for that row and skip it. For all others, append the column data as rows below.
You need block reasons listed alongside the column data
For each board ID in column A, fetch all columns with name and WIP limit, then fetch all available block reasons for that board, and write them into a "Block Reasons" column as a comma-separated list in the same row as the board header.
Full configuration audit in one shot
For each board ID in column A, fetch: all columns with name and WIP limit, the workflow each column belongs to, and all available block reasons. Write the results into the "Board Config" worksheet with one row per column and a "Block Reasons" column as a comma-separated list. Flag any boards where no WIP limits are set by writing "no WIP limits" in a "Notes" column.
That single prompt produces a complete board audit — the kind of reference document that used to take half a day to assemble by hand.
Try It
Open an Excel workbook with a column of Kanbanize board IDs, get the 7-day free trial of SheetXAI, and ask it to pull the full column and workflow configuration into a flat reference workbook. Related: Export Kanbanize card hierarchies to an Excel workbook. Back to the overview: How to connect Kanbanize to Excel.