The Scenario
The product team's quarterly review is Friday. The product manager needs the top 20 feature requests from Knack scored, ranked, and ready to present — and she also needs those top 20 pushed back into Knack as 'Roadmap' object records so the engineering lead can see them in the app.
She has the view URL: object_3/view_10. She has a scoring formula ready. What she doesn't have is a clean way to get the records out of Knack and into a workbook without going through Knack's export flow, which always takes longer than it should and requires reformatting before the formula can run.
The bad version:
- Export records from the Knack view as a CSV, open it in Excel, fix the column headers, run the scoring formula, sort descending, manually identify the top 20 rows.
- Open Knack, click into the 'Roadmap' object, click 'Add Record', type in the values from row 1, save. Click 'Add Record' again. Twenty times.
- Realize on record 14 that you typed the owner field wrong on records 3, 7, and 11, go back and correct them individually.
Friday's review is already built around this data being in the app. Twenty manual record entries with three correction loops is not how this afternoon was supposed to go.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the view data directly from Knack, writes it into the workbook for your formula to run, then pushes the top results back as new Knack records — no CSV download, no manual entry.
Open the SheetXAI sidebar and type:
List all records from my Knack view 'object_3/view_10' and dump them into a new sheet called 'Feature Requests Raw' starting at row 2 with headers in row 1
Then, after your formula populates the Score column:
For the top 20 rows in the 'Prioritized' sheet sorted by Score descending, create a new record in my Knack 'Roadmap' object using columns A, C, and F as the title, priority, and owner fields
What You Get
- All view records written to 'Feature Requests Raw' with column headers from the Knack view.
- After your formula runs: 20 new records created in the Knack 'Roadmap' object with the correct field values.
- Knack record IDs written back to the 'Prioritized' sheet so you can verify the records in the app.
What If the Data Is Not Quite Ready
The view returns duplicate records because of a Knack connected-field join
Pull all records from Knack view 'object_3/view_10' into a new 'Feature Requests Raw' sheet, then remove duplicate rows where the title in column A appears more than once — keep the first occurrence
The priority field needs to be translated before it goes into the Roadmap object
For the top 20 rows in the 'Prioritized' sheet sorted by Score descending, translate column C values: score above 80 → 'High', 50-80 → 'Medium', below 50 → 'Low'. Then create a new Knack 'Roadmap' record for each using column A as title, the translated priority as priority, and column F as owner.
Some rows are missing an owner and the Roadmap object requires one
For the top 20 rows in the 'Prioritized' sheet by Score, create a Knack 'Roadmap' record for any row where column F (owner) is not blank — write 'SKIPPED - no owner' in column G for any row where column F is empty
Pull, score, deduplicate, and push in one pass
Pull all records from Knack view 'object_3/view_10' into a sheet called 'Raw'. Remove any rows where column A (title) is blank. Score each row by multiplying column D (votes) by column E (urgency_weight). Remove duplicates on column A, keeping the highest score. Then create a Knack 'Roadmap' record for each of the top 20 rows using column A, the computed score, and column F as title, priority, and owner.
That single prompt handles the pull, the scoring, the deduplication, and the record creation.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook connected to your Knack view, then ask it to pull the records and push the top results back as Roadmap entries. Also see Bulk Import Records or the Knack overview.