The Scenario
You're a product analyst. This morning's task: apply the tag "Q3-2025" to 80 Productboard note IDs listed in column A of your Excel workbook. The tagging is part of a quarterly categorization effort that enables roadmap filtering next month.
You open Productboard. You find the first note by ID. You click the tags field. You type "Q3-2025." You save. You find note 2.
By note 20 you're on autopilot. By note 45 you miss a tag application because you clicked Save without actually adding it. You don't notice until note 62.
The bad version:
- Click through each of the 80 notes manually, one at a time.
- Lose your place after a Slack message at note 38.
- Come back, restart from 35 to be safe, finish in three sittings over two days.
The categorization that was supposed to enable next month's roadmap discussion is now the thing delaying it.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook and applies Productboard tag operations through its built-in integration. Open the sidebar with your note IDs and tag column in view.
Apply the tag "Q3-2025" to all Productboard note IDs listed in column A of this Excel sheet and write the result in column B
What You Get
- Tags applied to all 80 notes in one operation.
- Column B updated to "tagged" as each row completes.
- Any rows where the note ID wasn't found or the tag couldn't be applied get the error message in column B instead.
What If the Data Is Not Quite Ready
Different notes need different tags from column B
For each row in this workbook, add the tag from column B to the Productboard note whose ID is in column A, and mark column C "tagged" when done
Some tag values in column B have inconsistent casing or extra whitespace
Before applying tags, trim whitespace from column B and lowercase all tag values. Write the cleaned tag into column D, then apply the tag from column D to the note ID in column A. Write "tagged" or the error into column C.
Some note IDs may no longer exist in Productboard
For each row in column A, first check that the note ID exists in Productboard. If it does, apply the tag from column B and write "tagged" in column C. If the note is not found, write "note-not-found" in column C and skip.
The full validation-and-tag chain
Trim column B values and lowercase them. Check each note ID in column A exists in Productboard — write "found" or "not-found" in column C. For all "found" rows, apply the tag from column B and update column C to "tagged". Write any API error messages in column D.
All 80 notes tagged, with a complete audit trail, in the time it would have taken to do 10 by hand.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook with a batch of Productboard note IDs and their target tags — then ask SheetXAI to apply them in bulk so your feedback is organized for the next planning cycle. See also exporting unprocessed notes or the hub overview.