The Scenario
It is the last Thursday of the month. You have a stakeholder report due tomorrow covering all 15 active Productlane projects — progress percentage, upvote count, and current state for each. The data lives in Productlane. The report template is an Excel workbook.
You have done this three times before and each time it took about an hour of clicking.
The bad version:
- Open the Productlane projects list and click into each project to find the progress percentage.
- Upvote counts are not visible in the list view — you have to open each project individually.
- After project 8 you lose track of which ones you have already copied and have to cross-reference with the workbook.
The report is due to leadership by 9 AM Friday. The clicking approach has run out of runway.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads your Productlane workspace and pulls the full project list — with progress and upvote counts — directly into the workbook.
Export all projects from our Productlane workspace into this Excel workbook with columns: project ID, name, description, state, progress — sort by upvote count descending
What You Get
- Column A: Productlane project ID
- Column B: project name
- Column C: project description
- Column D: current state
- Column E: progress percentage
- All workspace projects sorted by customer upvote count, highest first
What If the Data Is Not Quite Ready
You only want active projects
List all Productlane projects where state is active — write project ID, name, description, state, and progress into columns A through E — sort by upvote count descending
You want to include upvote count as its own column
Export all Productlane projects and write project ID, name, state, progress percentage, and upvote count into columns A through E — sort by upvote count descending
The description column is too long for the report format
Export all active Productlane projects and write project ID, name, state, progress percentage, upvote count, and first 100 characters of description into columns A through F
Full export, filtered, sorted, and trimmed in one shot
Export all Productlane projects where state is active or completed — exclude cancelled — write project ID, name, state, progress percentage, upvote count, and first 100 characters of description into columns A through F — sort by upvote count descending then by progress descending
One prompt produces a complete, sorted project workbook.
Try It
Get the 7-day free trial of SheetXAI and open the stakeholder report workbook, then ask it to pull your Productlane project list. You can pair this with an open insights export or a full issues snapshot for a complete monthly package.