The Scenario
The new hire orientation process changed hands when the previous HR coordinator left. You inherited a 15-question onboarding survey that lives in an Excel workbook — question text in column A, question type (text, multiple choice, yes/no) in column B, and options (for multiple choice) in column C. The survey needs to be a monday.com form linked to the Onboarding board so responses go directly into the board as items. Setting it up through the monday.com form builder means recreating 15 questions by hand through a modal that doesn't import from anywhere.
The bad version:
- Open monday.com, navigate to the Onboarding board, find the form builder, click Add Question, type the first question, set the type, save.
- Realize the multiple choice question type requires adding each option individually through a separate input, not as a comma-separated list.
- Add each option for questions 4, 7, and 11 one at a time. Mistype one option on question 11. Delete and re-add it. Get to question 15 and realize the form title was left as 'Untitled Form.'
Fifteen questions. Three multiple choice blocks with 4-6 options each. All of it information that's already in the workbook, being re-entered by hand.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your question list, calls the monday.com form API, and creates the entire form — question text, types, and options — in one operation.
Read the 'Client Intake Form' Excel table and create a monday.com form from the question rows, then write the returned form token into cell A1
What You Get
- A monday.com form created from the question rows in your workbook.
- Question text, types, and options all applied correctly.
- The returned form token or URL written back to cell A1 so you can share it immediately.
- Any question row that can't be created — unsupported type, malformed options — flagged with the specific error so you know what to fix.
What If the Data Is Not Quite Ready
You want to link responses to a specific monday.com board
The form should feed directly into the Onboarding board as new items.
Create a monday.com form called 'Onboarding Survey' and add one question per row from my 'Survey Questions' worksheet — using column A for question text, column B for question type, and column C for answer options (comma-separated). Link responses to board ID 334455667.
Some questions are marked as required and others are optional
Column D has "Required" or "Optional" for each question. The form should enforce this.
Create a monday.com form called 'Onboarding Survey' and add one question per row from the 'Survey Questions' worksheet. Use column A for question text, column B for type, column C for options, and column D to set required/optional status. Link to board ID 334455667.
The question order in the workbook needs resequencing first
The HR director wants questions 5 and 6 moved to the beginning before the form is created.
In the 'Survey Questions' worksheet, move row 5 and row 6 to rows 1 and 2 (shifting the rest down). Then create a monday.com form called 'Onboarding Survey' using the resequenced order, with column A for text, column B for type, column C for options. Link to board ID 334455667.
Full form creation with required fields and confirmation in one shot
Create a monday.com form called 'Onboarding Survey' linked to board ID 334455667. For each row in 'Survey Questions' worksheet: use column A for question text, column B for type, column C for answer options (comma-separated where applicable), column D for required/optional. Write the form URL into cell E1 and flag any question that failed to create in column E of that row.
One prompt that creates the form, applies all question settings, and returns the link.
Try It
Get the 7-day free trial of SheetXAI and open the workbook where your survey questions are drafted, then ask it to create the monday.com form before your next new hire start date. Also worth looking at: publishing a monday.com doc from an Excel workbook or building a full account inventory.