The Scenario
The sales team's weekly pipeline review is in 45 minutes. Your sales manager sent a message 20 minutes ago: pull all deals where Priority equals 'Critical' and write item name, due date, and assignee to Excel — the team needs to discuss them in the meeting. The board has 400 items. Scrolling and filtering in the monday.com UI, then copying the results into Excel, is a manual process with no clean path.
The bad version:
- Open monday.com, go to the board, apply a filter for Priority = 'Critical'.
- Look at the 18 matching items — there's no built-in "export these results to Excel."
- Screenshot the filtered view, paste it into Excel as an image — which helps no one.
- Manually type the item names, due dates, and assignees from each item into the workbook.
Eighteen items copied by hand, 45 minutes before a meeting you're already prepping for.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your query, talks to monday.com through its built-in integration, and writes the matching items directly into the workbook.
Find all items on monday.com board 778899001 where Priority equals 'Critical' and write item name, due date, and assignee to the Excel 'Critical Items' sheet
What You Get
- All matching items written as rows in the 'Critical Items' worksheet.
- Columns for item name, group, status, owner, and any other board columns you specify.
- Row count written at the bottom so the team knows how many items are in scope.
- Results sorted by item name alphabetically by default.
What If the Data Is Not Quite Ready
You need results from two different boards combined
Search monday.com boards 'Sales Pipeline' and 'Enterprise Deals' for items where Priority is 'Critical'. Combine the results in the 'Critical Items' Excel sheet with a 'Board' column indicating the source of each row
You want to filter by a date range in addition to priority
Search monday.com board 778899001 for items where Priority is 'Critical' and Due Date falls within the next 14 days. Write item name, due date, assignee, and board group to the 'Critical Items' Excel sheet
The results need to be ranked by due date ascending
Search monday.com board 778899001 for items where Priority is 'Critical'. Write results to the 'Critical Items' Excel sheet and sort by due date ascending — earliest due items first
Kill chain: search, enrich with a second column, rank, and format the workbook in one prompt
Search monday.com board 778899001 for items where Priority is 'Critical'. Write to the 'Critical Items' Excel sheet with columns: item name, due date, assignee, last update, board group. Sort by due date ascending. Bold the header row and freeze it. Write a count of items in the cell below the last row.
One prompt delivers a review-ready workbook in time for the meeting.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook before your next pipeline review, then ask SheetXAI to pull the exact monday.com segment you need. See also: Export a full board to Excel and the monday.com hub overview.