The Scenario
The product team spent three days writing a feature spec across a shared Excel workbook — requirements in column A, acceptance criteria in column B, technical notes in column C. The spec is ready. Now it needs to live in monday.com as a workdoc in the Product workspace so the engineering team can reference it during the sprint. Nobody wants to copy 40 cells of content by hand into a monday.com doc editor.
The bad version:
- Open monday.com, create a new doc in the Product workspace, click into the editor.
- Copy column A from Excel, paste it into the doc — lose the cell formatting.
- Copy column B, paste it — it comes in as an unformatted wall of text.
- Spend 30 minutes adding headings, bullet points, and section breaks to make the doc readable.
- Realise you copied the wrong version of column C — go back to the workbook, find the right one, paste again.
The spec is in an Excel workbook. Monday.com docs have an editor. Between those two facts is copy-paste friction that shouldn't exist.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the content across your worksheets and creates a formatted monday.com doc through its built-in integration — without any manual copying.
Convert the 'Project Charter' Excel sheet content into a monday.com doc attached to item ID 556677889 in the doc column
What You Get
- A monday.com doc created in the Product workspace.
- Column A content formatted as the primary body.
- Column B and C content organised into clearly labelled sections.
- The returned doc URL written into cell A1 of the workbook for reference.
What If the Data Is Not Quite Ready
The content has section headers in bold cells that should become H2 headings in the doc
Take columns A through C of the 'Feature Spec' Excel sheet and create a monday.com doc titled 'Feature Brief Q4' in the Product workspace. Treat any cell in column A that starts with ## as a section heading in the doc
The doc should be attached to a specific monday.com item rather than created standalone
Convert the 'Project Charter' Excel sheet content into a monday.com doc and attach it to item ID 556677889 in the doc column
The spec has a table in columns D and E that should appear as a doc table
Create a monday.com doc titled 'Feature Brief Q4' in the Product workspace using content from columns A through C of the 'Feature Spec' Excel sheet. Also include the data in columns D and E as a formatted table at the end of the doc, with row 1 as the table header
Kill chain: validate workspace, merge two worksheets into one doc, and log the result
Create a monday.com doc titled 'Feature Brief Q4' in the Product workspace. Pull content from the 'Feature Spec' Excel worksheet columns A through C as the main body, then append an Appendix section using all rows from the 'Technical Notes' worksheet. Write the returned doc URL into cell A1 of the 'Feature Spec' worksheet.
Two worksheets, one doc, one prompt — no manual merging or formatting pass required.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where your team drafts specs, proposals, or project charters, then ask SheetXAI to publish them as monday.com docs. See also: Export a board to Excel and the monday.com hub overview.