The Scenario
It's Monday morning. The weekly production planning call is at 10 AM and the shared workbook everyone looks at during the call still has last week's project data in it.
The person who used to maintain this exported it every Sunday evening. That person left in February. Nobody has kept it up since.
You need every confirmed event for the next 30 days — project name, venue, start date, end date, and primary contact — in the workbook before the call starts.
The bad version:
- Log into Rentman, filter projects by confirmed status and date range, export the CSV
- Import into Excel, fix the date format so it stops showing as text, remove the columns the team doesn't need
- Realize the contact column pulled the internal ID, not the name — go back to Rentman to cross-reference
It's 9:54 AM. Six minutes to the call. The workbook has last month's data.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook. It reads the workbook, connects to Rentman, and pulls the confirmed project list in a single operation.
Get all Rentman projects with status confirmed for the next 30 days and write project name, location, start date, and end date into columns A through D starting at row 2
What You Get
- Column A: project name
- Column B: venue or location
- Column C: start date (formatted as date, not text)
- Column D: end date
- Filtered to confirmed status only — quotes and optionals excluded
- Sorted by start date ascending
What If the Data Is Not Quite Ready
You need the primary client contact name for column E
Get all confirmed Rentman projects for the next 30 days and write project name, location, start date, end date, and contact name into columns A through E
The workbook has old data — clear it before the refresh
Clear columns A through E from row 2 downward, then fetch all confirmed Rentman projects for the next 30 days and write project name, location, start date, end date, and contact name into those columns
Flag projects starting this week as IMMINENT in column F
Fetch all confirmed Rentman projects for the next 30 days, write project name, location, start date, and end date into columns A through D, and mark any project starting within 7 days as IMMINENT in column E
Full planning workbook kill chain: pull confirmed projects, flag those within 72 hours as URGENT, sort URGENT rows first
Get all confirmed Rentman projects for the next 30 days, write project name, start date, end date, and contact into columns A through D, mark any project starting within 3 days as URGENT in column E, then sort the worksheet so URGENT rows appear at the top
The call starts on time. The workbook is current.
Try It
Get the 7-day free trial of SheetXAI and open the production planning workbook — then ask it to pull the week's confirmed Rentman projects. The crew assignments and equipment demand spokes cover the next layer of detail if you need it.