The Scenario
The board meeting is in eight days. The CPO needs "a one-pager on our 12 initiatives — what's in each one, how many features are linked, which objectives they support." You're the product analyst who has to build this view. The initiatives section of Productboard looks great on screen. You can find no export path for it at all.
The bad version:
- Spend twenty minutes looking for an export option that doesn't exist.
- Start a new workbook and manually type each initiative name. There are 12 active ones.
- Click into Initiative 1, count the linked features, switch back, type the number.
- By initiative 7 you've lost track of whether you counted a recently archived feature.
A board-level one-pager with a feature count that's off by four is the kind of error that gets remembered.
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 through its built-in integration.
List all active Productboard initiatives and write initiative name, status, owner, and description into columns A through D of this Excel sheet
Then follow up:
For each initiative in this sheet, fetch the linked features from Productboard and write the feature count into column E and the feature names comma-separated into column F
What You Get
- Every active initiative as a row with its metadata in columns A through D.
- Integer feature count per initiative in column E — pulled live from Productboard.
- Feature names joined in column F so you can see which features are serving multiple initiatives.
- Initiatives with zero linked features show 0 in E and blank in F — flagged, not hidden.
What If the Data Is Not Quite Ready
You also need linked objectives per initiative
For each initiative in column A, fetch the linked Productboard objectives and write objective names (comma-separated) into column G and the count into column H
Some initiatives are archived and should be excluded
List all Productboard initiatives where status is not "archived" and write initiative name, status, owner, and description into columns A through D. Skip any with status "archived."
Owner fields are showing IDs instead of names
Fetch all Productboard users and write user ID and display name into Sheet2. Then replace raw user IDs in column C of Sheet1 with the matching display name from Sheet2.
The full board-ready build
Pull all active (non-archived) Productboard initiatives into this workbook — name in A, status in B, owner display name in C, description in D. Write feature count in E and feature names in F, and linked objective names in G. Sort by initiative name A to Z.
The one-pager source data, complete before the board deck deadline.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you're preparing for an executive or board presentation — then ask SheetXAI to pull all your Productboard initiative data in one pass. See also exporting OKR objectives or the hub overview.