The Scenario
Finance needs to see the Q3 marketing campaign board before Friday's budget review. All 300-plus items are in monday.com — status, owner, start date, end date — but finance doesn't have board access and the review happens in a shared Excel workbook. Someone has to get the data out.
The bad version:
- Export a CSV from monday.com, open it in Excel, discover the column order doesn't match the finance team's table format.
- Spend 20 minutes rearranging columns and deleting the fields finance doesn't need.
- Finance asks for a filter on completed items only — go back, re-export, re-import, reformat.
The data exists in monday.com. Pulling it into Excel cleanly is the part that keeps consuming time that should go toward actual analysis.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads what's in your workbook, talks to monday.com through its built-in integration, and writes the results where you point it — no CSV exports, no column reshuffling.
Fetch all items from monday.com board ID 112233445 and write them into the 'Board Export' Excel sheet including every column value
What You Get
- Every board item written into the Excel sheet with the columns in the order you specified.
- Group names included so finance can filter by campaign phase.
- Dates formatted as readable date values, not monday.com internal timestamps.
- A row count in the first available empty cell so finance knows the pull is complete.
What If the Data Is Not Quite Ready
You only want items in a specific status
Pull all items from monday.com board 'Q3 Marketing Campaigns' where Status is 'Done' or 'In Progress' into the 'Campaign Review' Excel sheet with columns: item name, group, status, owner, start date, end date
The board has subitems that also need to appear
Fetch all items and their subitems from monday.com board 'Q3 Marketing Campaigns' and write them into the 'Campaign Review' Excel worksheet — indent subitems by adding a '-' prefix to the item name column so the hierarchy is visible
You need data from three boards combined into one worksheet
Pull all items from monday.com boards 'Q3 Marketing Campaigns', 'Q3 Content Calendar', and 'Q3 Events' and write them all into the 'Campaigns Export' Excel sheet — add a 'Board' column to identify the source of each row
Kill chain: pull, filter, and calculate budget allocation in one prompt
Fetch every item from monday.com board 'Q3 Marketing Campaigns' where Owner is not blank and Status is not 'Cancelled', write them into the 'Budget Review' Excel sheet with columns: item name, group, owner, status, start date, end date. Then in column G, calculate the number of days between start and end date and label it 'Duration (days)'
Pulling, filtering, and deriving a calculated column in a single prompt means the workbook is ready for review immediately.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask SheetXAI to pull any monday.com board into it — for finance review, exec reporting, or your own analysis. See also: Bulk-update item column values and the monday.com hub overview.