The Scenario
It is 6 AM Tuesday. You are a field service operations manager and the 8 AM driver briefing starts in two hours. OptimoRoute finished planning overnight. Your job is to get that plan into a format team leads can use — one row per stop, sorted by driver, with address and scheduled arrival time visible. The operations team works out of Excel, not the OptimoRoute interface.
Every time someone asks for the "route sheet," you produce it from scratch.
The bad version:
- You log into OptimoRoute, navigate to tomorrow's plan, and export. The file has all drivers combined in a single flat export.
- You open it in Excel, sort by driver name, and manually split the data across separate worksheets — one per driver.
- The scheduled times come through in UTC. You write a formula to convert them to local time for eight drivers.
- It is 7:40 AM when the workbook is ready. The team leads have been pinging the channel since 7:15.
The plan was ready hours ago. The delay was in the data extraction and formatting.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads OptimoRoute's route plan directly and writes the stop data into whatever structure you specify.
Open the SheetXAI sidebar and ask:
Fetch all planned routes from OptimoRoute for tomorrow's date and write each stop into this worksheet with columns: driver name, order number, address, scheduled arrival time, and time window.
What You Get
- Every stop from tomorrow's plan is written into the workbook — one row per stop, in scheduled sequence.
- Columns: driver name, order number, address, scheduled arrival time, time window.
- Stops are ordered by driver, then by stop sequence within each driver's route.
- Stops with no scheduled time yet have that cell left blank with a note in a status column.
What If the Data Is Not Quite Ready
The team wants one worksheet per driver, not a flat list
Get the full route plan from OptimoRoute for tomorrow's date and create one worksheet per driver in this workbook — list each driver's stops in sequence with columns for order number, address, and scheduled arrival time, and name each tab after the driver.
The date for the plan should come from a cell
Fetch the route plan from OptimoRoute for the date in cell A1 and write each stop into the 'Route Sheet' worksheet with driver name in column A, order number in column B, address in column C, and scheduled arrival in column D.
Stops need to be filtered to a specific geographic zone
Pull the full route plan from OptimoRoute for tomorrow and write only the stops whose address contains "Brooklyn" or "Queens" into this worksheet — include driver name, stop sequence, address, and scheduled arrival time.
The team needs the route plan plus a per-driver summary count before the briefing
Fetch tomorrow's route plan from OptimoRoute, write all stops into the 'Stops' worksheet with driver and scheduled time, then create a 'Summary' worksheet showing each driver's name, total stop count, and first scheduled stop time — sorted by start time.
Summary and detail land together. No pivot table, no separate formula work.
Try It
Get the 7-day free trial of SheetXAI and open the Excel workbook your ops team uses for driver briefings, then ask it to pull tomorrow's route plan from OptimoRoute and populate the workbook. Also see how to export completion data after routes run, and how to trigger optimization before the plan is ready.