The Scenario
You're the operations director. Twelve active Leiga projects, three different departments, and a steering committee meeting on Friday. Your job right now is to produce a single-worksheet portfolio view — project name, owner, current status, creation date — so the committee can assess progress without you clicking through each project in real time on a conference room screen.
You know what the bad version looks like:
The bad version:
- Open Leiga, navigate to the Projects list, and start clicking into each project to read off the owner and status fields.
- Build out your worksheet row by row, manually transcribing twelve sets of field values while checking that your formatting matches across columns.
- Realize midway through that three projects changed status since you started, so you go back and re-check them.
Running a twelve-project portfolio review is not the same as doing data entry. One of those things is your job; the other one just consumed it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that runs inside your Excel workbook. It reads your worksheets, connects to Leiga through its built-in integration, and writes the results directly into your columns. You don't configure endpoints or map fields by hand.
Fetch the full Leiga project list and populate this Excel table — one row per project — with ID, name, and owner so I can build a portfolio tracker
What You Get
- One row per Leiga project in your workbook
- Project ID, name, and owner in the columns you specified
- Rows populate in the order Leiga returns projects; SheetXAI surfaces any projects it couldn't retrieve with a note in the relevant row
What If the Data Is Not Quite Ready
The project list is longer than expected and you only want active ones
List all Leiga projects with a status of 'Active' and write the project name, owner, and creation date into columns A–C of the 'Active Projects' sheet
You want to add a last-updated column but it isn't in the current output
Fetch all Leiga projects and write project name, owner, status, creation date, and last-modified date into columns A–E — use 'N/A' if last-modified is unavailable
The worksheet already has a header row and some pre-existing data
Append the Leiga project list below the existing content in this worksheet, starting at the first empty row — write project name, owner, status, and creation date into columns A through D
Clean the data and build the portfolio view in one shot
Fetch all Leiga projects, filter to only those with status 'Active' or 'In Progress', sort by creation date oldest-to-newest, and write name, owner, status, and creation date into columns A–D of the 'Portfolio' sheet — clear the sheet first
The pattern: ask for the filter, the sort, and the write-back together. SheetXAI handles the conditional logic inline rather than requiring a separate prep step.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track your Leiga project portfolio, then ask it to pull the full project list into columns A–D. When you're done, check out how to fetch detailed project metadata for reporting or the full Leiga integration overview.