The Scenario
The planning workshop is in four days. Eight product managers. Two hours. The input: every active Productboard objective, its linked key results, and feature counts. You're the PMO analyst. You've never pulled OKR data out of Productboard before. The objectives view looks great inside the tool and exports nothing.
The bad version:
- Ask the admin for an export. The objectives CSV has no key result data.
- Try the key results view — no export button.
- Open each objective card manually and write down the linked key results. There are 23 active objectives.
- Realize you also need feature counts, which aren't in either export.
The workshop is in four days and you've spent three hours building the scaffold of a spreadsheet that still isn't done.
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 OKR API through its built-in integration. Open the sidebar and describe what you need.
List all Productboard objectives and write each objective's name, status, owner, timeframe, and description into Sheet1 columns A through E
Then follow up:
For each objective in Sheet1, list all linked features in Productboard and write the feature count into column F and the feature names (comma-separated) into column G
What You Get
- Every active objective as a row in Sheet1 with its core metadata.
- Feature count per objective in column F — pulled live, not estimated.
- Feature names joined in column G so you can scan which features are driving each objective.
- Objectives with zero linked features show 0 in F and blank in G — clearly visible, not silently empty.
What If the Data Is Not Quite Ready
You only want objectives with at least one linked feature
List all Productboard objectives. For each, check whether any features are linked — if none, mark column E "no-features." I will filter those out before the workshop.
You also need key result names under each objective
For each objective in Sheet1 column A, fetch the linked Productboard key results and write the key result names and their status into Sheet2 with objective name in A, key result name in B, and status in C.
Timeframes are returning IDs instead of labels
Fetch all Productboard timeframe definitions and write ID-to-label mapping into Sheet3. Then replace raw timeframe IDs in Sheet1 column D with the matching labels from Sheet3.
The full build for the planning workshop
Pull all active Productboard objectives into Sheet1 with name, status, owner, and timeframe label. For each, write feature count in F and feature names in G. Then pull all key results into Sheet2 with parent objective name, key result name, status, and progress. Sort Sheet2 by objective name A to Z, then key result name A to Z.
Two structured worksheets, ready to share before the workshop.
Try It
Get the 7-day free trial of SheetXAI and open any Excel workbook you're preparing for a planning session — then ask SheetXAI to pull your Productboard OKR structure directly into it. See also exporting key results or the hub overview.