The Scenario
A new work request hits MaintainX roughly every hour across six buildings. By Wednesday you have 45 pending requests sitting in the queue — submitted by building occupants, contractors, and facilities staff — each waiting on someone to decide whether it becomes a real work order or gets rejected. The triage meeting is tomorrow morning and right now all 45 live exclusively inside MaintainX.
The bad version:
- Open MaintainX work requests, read each one individually, and try to hold approval or rejection decisions in your head while switching tabs.
- Export a CSV to Excel, discover it only includes title and submitter — no description field — and have to open each request individually to read the context.
- Build a decision column manually, only to find that by row 28 you have lost the context from row 10 and have to re-read several requests to finish.
The triage meeting does not wait. And doing this every week in an Excel workbook is not a sustainable use of a maintenance manager's time.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook, connects to MaintainX through its built-in integration, and pulls your full pending work request list — with descriptions — in one shot.
Pull all MaintainX work requests into this Excel sheet with title, priority, location, and status — then I'll mark column F with APPROVE or REJECT for each one
What You Get
- Column A: request title
- Column B: priority level if set by the submitter
- Column C: location associated with the request
- Column D: current status
- Column E left blank for your APPROVE or REJECT decision
- Every pending request visible in one worksheet, ready for the meeting
What If the Data Is Not Quite Ready
You also need the description and submitter name to make good decisions
Pull all pending MaintainX work requests into columns A through E with title, description, submitter, location, and submitted date — leave column F blank for APPROVE or REJECT
You want to sort by location so you can batch decisions by building
List all pending MaintainX work requests and write title, description, submitter, location, and submitted date into columns A through E — sort alphabetically by location so requests from the same building appear together
Requests older than 10 days should be flagged before triage
Pull all pending MaintainX work requests into columns A through E with title, description, submitter, location, and submitted date — write STALE in column F for any request older than 10 days, and leave column F blank for the rest
Full triage workbook in one shot: pull, flag, sort, add decision columns
List all pending MaintainX work requests and write title, description, submitter, location, and submitted date into columns A through E — sort by location, flag STALE in column F for requests older than 14 days, add a blank 'Estimated Priority' column in G, and leave column H blank for APPROVE or REJECT
One prompt and the triage workbook is ready before the meeting starts.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook. Ask it to pull all your pending MaintainX work requests with descriptions so you can triage them in one sitting. Then check the spoke on bulk-creating work orders if you want to push the approved ones into MaintainX in one pass after triage.