The Scenario
Your team built a prioritization model in Excel last quarter. The model needs two inputs per feature: Effort and Impact. Both are custom fields in Productboard. There are 300 features. The model is idle because nobody has fed it the data.
You open Productboard, find a feature, see the Effort and Impact fields. You click the next feature. You do the math: 300 features, two fields each, manually. At ten seconds per field, that is 100 minutes of clicking through individual feature cards.
The bad version:
- Export the Productboard CSV. Open in Excel. Notice Effort and Impact aren't in the export — they're custom fields and don't appear in the standard download.
- Search for a custom field export option. Find a help article that says it requires an API call.
- Copy feature IDs from the CSV. Stare at the Productboard API documentation.
The model is still idle. The prioritization meeting is next week.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your workbook and calls Productboard's custom field endpoints through its built-in integration.
For each feature ID in column A of this Excel sheet, get the "Effort" and "Impact" custom field values from Productboard and write them into columns B and C
What You Get
- Effort and Impact values populated for every feature ID in column A.
- Features where either field hasn't been set in Productboard show blank — you'll see exactly which records need attention before the model runs.
- No manual clicking. No API documentation.
What If the Data Is Not Quite Ready
You don't have feature IDs — only feature names
List all Productboard features and write feature ID in column A and feature name in column B into Sheet2. I will use the IDs from Sheet2 in my model workbook.
Some custom field values are text instead of numbers
Pull Effort and Impact values for all Productboard features. If any Effort or Impact value is not a number, mark that cell "needs-review" so I can fix the source data in Productboard.
You want all custom fields, not just Effort and Impact
List all Productboard custom field definitions into Sheet2 with field name and ID. Then for each feature, pull all custom field values and write one column per field into Sheet3, using field name as the column header.
The full model-ready pull
List all Productboard features into Sheet2 with feature ID in A and feature name in B. Then pull the Effort custom field value into column C and the Impact custom field value into column D. Flag any row where either C or D is blank with "missing-data" in column E. Sort by feature name A to Z.
The model gets real data. The prioritization conversation can start.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook connected to a prioritization or scoring framework — then ask SheetXAI to pull your Productboard custom field values directly into it. See also exporting the feature roadmap or the hub overview.