The Scenario
Three weeks ago the knowledge manager role changed hands. The person who built out the monday.com 'Product' workspace left, and nobody knows which of the 40-something docs in that workspace are current, which are drafts from two years ago, and which are actively linked to ongoing boards. You've been asked to produce an audit. That means pulling every doc — title, creation date, content — into a workbook so the team can review and decide what to archive.
The bad version:
- Open the monday.com workspace, click into each doc one at a time, note the title and creation date in a workbook, and copy the full doc content into a notes column.
- Hit doc 12 and realize the content is too long to paste cleanly — it's wrapping across cells and breaking the row structure.
- Spend time formatting the paste, lose the original markdown structure in the process, and realize you'll need to go back to monday.com to read it anyway.
Forty-three docs. Manual copy. No way to search or filter the output until you've finished copying all of them. The team needs this before the planning meeting on Thursday.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workspace ID, calls the monday.com docs API, pulls every doc's title, creation date, and full content, and writes one row per doc into your audit worksheet — no manual navigation required.
Fetch all docs from monday.com workspaces listed in column A of my Excel sheet and write doc title, word count, and last modified date for each into the 'Docs Inventory' worksheet
What You Get
- One row per doc in the Docs Inventory worksheet.
- Doc title, word count, and last modified date filled from the monday.com API.
- Docs surfaced across all workspaces listed in column A, not just one.
- Any doc that can't be fetched — permissions issue, archived doc — flagged in a Status column with the specific reason.
What If the Data Is Not Quite Ready
You need full content, not just metadata
The audit requires the actual doc text, not just title and dates.
List all monday.com docs in workspace ID 112233445 and write the doc title, creation date, and full markdown content into one row per doc in the 'Docs Audit' worksheet
You only want docs that haven't been modified in the last 6 months
The goal is to surface stale docs, not review everything.
List all monday.com docs in workspace ID 112233445. For each doc, check the last modified date. Write only docs not modified since 2025-11-14 into the 'Stale Docs' worksheet — include doc title, creation date, and last modified date.
You want a word count column so the team can prioritize longer docs
Short docs are easy to review manually. Long ones need more attention.
List all monday.com docs in workspace ID 112233445. For each doc, write the title, creation date, full content, and approximate word count. Sort by word count descending so the longest docs appear first.
The full documentation audit in one shot
List all monday.com docs in workspace ID 112233445. For each doc, write title, creation date, last modified date, word count, and full markdown content into the 'Docs Audit' worksheet. Flag any doc not modified since 2025-11-14 with 'STALE' in column F. Sort by last modified date ascending so the oldest appear first.
One prompt that pulls the content, calculates word counts, flags stale docs, and sorts for immediate review.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull all docs from the monday.com workspace you need to audit. If you're doing a broader workspace cleanup, also look at the full account inventory workflow or how to bulk-update existing board items.
