The Scenario
You manage client projects at a digital agency. Your three biggest clients share one thing in common: they each want a weekly status update delivered as an Excel file. Your Motion workspace has all the tasks — name, status, assignee, due date — across those three projects. Every Friday you need those details in a workbook you can email.
This week you are also covering for a colleague who is out. Your usual 90-minute Friday afternoon just shrank to 45.
The bad version:
- Open Motion. Navigate to Project 1. Scroll the task list. Copy task names and statuses into the workbook row by row.
- Switch to Project 2. Motion resets to the default view. Navigate again. Copy again.
- At some point you copy the same task twice because you lost your scroll position. You catch it on review — after you have already formatted the workbook and started the email draft.
- Add the third project's tasks. Format the headers. Send. Realize on Monday morning that you forgot to include the due date column.
Three clients. One afternoon. Zero room for a data-entry session that takes longer than the analysis.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Motion and pulls the task data you need, formatted and ready. Open the sidebar and ask.
List all tasks in my Motion workspace and write task name, status, assignee, due date, and priority to columns A through E in Sheet1.
What You Get
- Every task from your Motion workspace written to Sheet1: task name in A, status in B, assignee in C, due date in D, priority in E.
- One row per task, ready to filter by project or send as-is.
- No duplicates, no missing columns.
What If the Data Is Not Quite Ready
You only want tasks from the three client projects
Your Motion workspace has internal work too — the client report should only show client-facing tasks.
Fetch all Motion tasks in projects named "Brand Refresh", "App Redesign", and "Q3 Campaign" and write task name, project, status, assignee, and due date to columns A through E in Sheet1.
You need days remaining calculated for each task
The clients want to see at a glance how close each task is to its deadline.
Fetch all Motion tasks with status In Progress and write task name, project, assignee, and due date to columns A through D in Sheet1. In column E, write a formula showing days remaining until the due date.
You need a per-assignee summary alongside the task list
One client wants to know who is carrying the most load. Give them a pivot alongside the detail.
Fetch all Motion tasks from my workspace and write task name, assignee, project, status, and due date to Sheet1. In Sheet2, group by assignee and show total task count and count of In Progress tasks per person.
Full client-ready report in one shot — filtered tasks, overdue flags, and a status rollup
The Friday deliverable: filtered to three projects, overdue tasks flagged, a status summary for leadership, all in one workbook.
Fetch all Motion tasks in projects "Brand Refresh", "App Redesign", and "Q3 Campaign". Write task name, status, assignee, and due date to the Detail worksheet. Flag any task where the due date is before today with OVERDUE in column E. In the Summary worksheet, write one row per project showing project name, total task count, count completed, and count overdue.
One prompt. Client-ready in minutes.
Try It
Open a blank Excel workbook or your weekly status template, then Get the 7-day free trial of SheetXAI and ask it to pull the current task list from Motion. For related workflows, see how to bulk-create Motion tasks from an Excel sprint workbook or export projects for a portfolio dashboard.