The Scenario
An agency account manager is staring at an Excel workbook with 15 new client engagement names — all confirmed, all starting next month. Each one needs its own monday.com board, cloned from the master project template. Last quarter this took two hours of manual duplication through the UI. Someone needs to run through the same process again, and they'd rather not.
The bad version:
- Open monday.com, navigate to the template board, click the three-dot menu, select 'Duplicate board.'
- Type the new name from the Excel column into the dialog, click confirm.
- Repeat for all 15.
- Discover that three duplicate boards landed in the wrong workspace because monday.com defaulted to the current workspace.
- Move those three to the right workspace — another three operations each.
- End up with 15 boards, uncertain whether the duplication preserved all the column configurations.
Fifteen board duplications by hand, each with a naming step and a workspace placement risk. Every quarter.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the client name table and drives the monday.com duplication through its built-in integration — placing each board correctly with no UI navigation.
Use the board IDs in column A of my Excel 'Templates' table as sources — duplicate each one and name the new board using column B
What You Get
- One new board created per row, cloned from the source board.
- Each board named exactly from column A.
- Returned board IDs written into column B for linking or follow-up.
- All boards placed in the same workspace as the source template by default.
What If the Data Is Not Quite Ready
Each client board needs to land in a different workspace listed in the workbook
Duplicate monday.com board ID 123456789 for each row in the 'Client Projects' Excel table — name each copy using column A and place it in the workspace named in column B. Write returned board IDs into column C
Some rows already have boards created from a previous attempt and should be skipped
Duplicate monday.com board ID 123456789 for each row in the 'Client Projects' Excel table where column B is blank — skip rows that already have a board ID in column B. Write new board IDs into column B for freshly created boards
You need to add a specific team member as board owner after duplication
Duplicate monday.com board ID 123456789 for each project in column A of the 'Client Projects' Excel table. After creating each board, add the user in column B as board owner. Write returned board IDs into column C
Kill chain: deduplicate names, duplicate boards, assign owners, and log all results in one prompt
In the 'Client Projects' Excel table: flag any duplicate values in column A into column D. Duplicate board 123456789 for each unique name, name each copy from column A, add the user in column B as board owner, and write the returned board ID into column C. Write 'Skipped (duplicate)' into column C for flagged rows.
Deduplication, creation, and ownership assignment in one prompt — the board roster is ready to share.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook where you track new client projects or quarterly engagements, then ask SheetXAI to spin up monday.com boards from your template. See also: Create boards from an Excel workbook and the monday.com hub overview.