The Scenario
Your product launch is in four days and the monday.com board for onboarding tasks doesn't exist yet. It lives as an Excel workbook — 150 rows with task name, assignee, due date, and status built over two weeks of planning calls. Someone needs to get all of that into monday.com before the kick-off meeting tomorrow morning.
The bad version:
- Open monday.com, create a new item, type the task name, click the assignee field, search for the person, set the date, set the status — repeat for all 150 rows.
- Halfway through, realise the "Status" column in Excel uses different labels than the board's Status column dropdown — go back and fix 30 entries.
- Discover that monday.com's date picker doesn't accept the format your workbook uses, so manually reformat each one.
The board configuration meeting is in two hours. Spending that time on data entry leaves no room for reviewing the actual content of the tasks.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the data, understands the column structure, and talks to monday.com on your behalf. No import wizard, no CSV formatting, no field-by-field clicking.
In Excel, take all rows in the 'Sprint Backlog' table and create monday.com items on board 987654321, setting Priority from column C and Owner from column D
What You Get
- All 150 items created on the board in one operation.
- Column A values become monday.com item names.
- Column B assignees matched to monday.com users by name.
- Column C dates formatted correctly and applied to the timeline column.
- Column D status labels matched to the board's status column options.
- Returned item IDs written into column E for reference.
What If the Data Is Not Quite Ready
The status labels in your workbook don't match the board's dropdown options
Create monday.com items from every row in 'Onboarding Tasks' Excel table — map column A to item name, column B to assignee, column C to due date — and for column D, map "Complete" to "Done", "In Flight" to "Working on it", and "Blocked" to "Stuck" on board ID 123456789
Assignee names are partial or inconsistent across rows
Create monday.com items for every row in the 'Onboarding Tasks' Excel table — map column A to item name and column C to due date. For column B, match the partial name to the closest monday.com user on board 123456789 and flag any rows where no match is found into column F
Tasks are spread across two worksheets and need to merge before import
Combine rows from the 'Onboarding Tasks' and 'Stretch Goals' worksheets, deduplicate by task name, and create one monday.com item per unique row on board 123456789 — mapping columns A, B, C, D as before
Kill chain: clean the data, validate assignees, and create items in one prompt
In the 'Onboarding Tasks' Excel table: trim whitespace from column A, standardise date format in column C to YYYY-MM-DD, match each name in column B to a monday.com user on board 123456789, flag rows with no user match in column F, then create items for all matched rows with column A as item name, column B as assignee, column C as due date, and column D as status
Cleaning and creating in a single prompt skips the review-and-re-run cycle entirely.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your task list lives — whether it's an onboarding roster, a backlog, or a project plan — then ask SheetXAI to push it into monday.com. See also: Export a board back into Excel and the monday.com hub overview.