The Scenario
Q4 starts Monday. Your agency account manager has an Excel workbook with 20 new client engagements — each needs its own monday.com board in a specific workspace before the kick-off calls begin. The names, workspace assignments, and board descriptions are already in the workbook. What's missing is the 20 boards.
The bad version:
- Open monday.com, navigate to the right workspace, click "Add board", type the board name, set the type, click Create.
- Repeat for all 20 engagements.
- Discover that three were created in the wrong workspace because the UI defaulted to your personal workspace.
- Delete and recreate those three.
- Realise the board names have inconsistent capitalisation because you were rushing through the last five.
Twenty board creations done by hand is a half-hour task that breeds errors, and it happens every quarter.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook and drives monday.com through its built-in integration — creating boards in the right workspaces without any UI navigation.
Read the 'Client Kickoffs' Excel table and create one monday.com board per row with the board name from column A, all in the 'Client Work' workspace
What You Get
- One monday.com board created per row.
- Each board placed in the workspace named in column B.
- Board names taken exactly from column A — no autocorrect, no case drift.
- Returned board IDs written into column C for linking or future reference.
What If the Data Is Not Quite Ready
The workspace names in the workbook don't exactly match what's in monday.com
Create a monday.com board for each row in the 'Client Kickoffs' Excel table — use column A as the board name and match column B to the closest workspace name in your account. Flag any rows where no workspace match is found into column C
You also need to add a standard set of groups to each new board
Create a monday.com board for each row in the 'Client Kickoffs' Excel table using column A as the board name and column B as the workspace. After creating each board, add three groups: 'Kickoff', 'In Progress', and 'Review'. Write the returned board IDs into column C
Some rows are duplicates from last quarter and should be skipped
Create a monday.com board for each row in the 'Client Kickoffs' Excel table — skip any row where column A matches an existing board name in the target workspace. Write "Skipped (duplicate)" into column C for those rows and the new board ID for the rest
Kill chain: clean board names, validate workspaces, create boards, and log all results in one prompt
In the 'Client Kickoffs' Excel table: trim and title-case all values in column A. Validate each workspace name in column B against your monday.com account — flag mismatches in column D. Then create one board per valid row with column A as board name and column B as workspace, write returned board IDs into column C.
Cleaning, validating, and creating in one prompt means you never touch the workbook a second time.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track new client engagements or project lists, then ask SheetXAI to spin up the boards. See also: Create monday.com board groups from an Excel workbook and the monday.com hub overview.