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OptimoRoute · Excel Guide

Trigger OptimoRoute Route Optimization and Capture the Job ID in a Excel workbook

2026-05-14
5 min read

The Scenario

It is Monday morning at 7:30 AM. You are a dispatch manager and the order team finished uploading tomorrow's 250 orders into OptimoRoute overnight. You need to kick off the optimization engine for Tuesday's date and record the planning job ID in the workbook so the team can reference it when checking status.

Without the job ID written somewhere visible, every "did planning finish?" question gets routed back to you personally.

The bad version:

  • You log into OptimoRoute, navigate to the planning panel, select Tuesday's date, and manually trigger the optimization run.
  • You copy the returned job ID — a long alphanumeric string — and paste it into a Slack message.
  • Three hours later someone needs it again because the Slack message scrolled out of view, and you are back in OptimoRoute hunting for it.

Nothing broke. It just required your attention three separate times for a one-time task.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It can trigger OptimoRoute's planning API directly and write the returned job ID back into the workbook where the whole team can see it.

Open the SheetXAI sidebar and ask:

Start OptimoRoute route planning for tomorrow's date and write the returned planning job ID into cell H1 of this worksheet.

What You Get

  • OptimoRoute's optimization engine is triggered for the specified date.
  • The planning job ID is written into cell H1 immediately after the API call returns.
  • The job ID stays in the workbook — anyone on the team can reference it without asking you.
  • If the trigger call fails, the error message is written into H1 so you know what went wrong.

What If the Data Is Not Quite Ready

The date should be read from a cell, not hardcoded

Trigger OptimoRoute route planning for the date in cell A1 and write the returned job ID into cell B1.

The team also wants the planning status written in after triggering

After triggering OptimoRoute planning for the date in cell A1, write the job ID into B1 — then check the planning status and write the current status into B2.

Planning needs to be triggered for multiple dates in sequence

For each date in column A of this worksheet, trigger OptimoRoute route planning and write the returned job ID into the corresponding cell in column B — process each date in order.

The planning date is not entered yet, and the team needs a pre-flight check before triggering

Check that all orders in the 'Orders' worksheet have a non-blank address and order number — list any problem rows in the 'Errors' worksheet — and if there are none, trigger OptimoRoute route planning for tomorrow and write the job ID into cell A1 of the 'Planning' worksheet.

One prompt does the validation and the trigger in sequence. You do not need to run them separately.

Try It

Get the 7-day free trial of SheetXAI and open the Excel workbook where your planning dates and status tracking live, then ask it to trigger OptimoRoute for tomorrow and land the job ID in the cell your team uses for status checks. Also see: how to bulk-upload orders before triggering, and how to export route details after planning completes.

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