The Scenario
The CAB meeting is in three hours. As the change advisory board coordinator, your job is to have a populated review sheet ready before the call — change number, description, risk, type, planned start date, assigned group, one row per change awaiting approval. ServiceNow has all of it. Getting it into an Excel workbook in the next hour is your problem.
The bad version:
- Open the ServiceNow change request list, filter by state "Awaiting Approval," export to CSV.
- Open the CSV in Excel, delete 28 columns you do not need, reorder the remaining 6 into the format your CAB template expects.
- Realize the export was capped at 200 records and there are 247 awaiting approval, so you have to export a second page and stack the results.
The CAB sheet is supposed to take 10 minutes to prep. It has somehow become a 45-minute task every single week.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It pulls the change request list directly from ServiceNow, filters server-side, and writes only the columns you specify.
Get all ServiceNow change requests with state Awaiting Approval and write the change number, short description, risk, type, and planned start date into columns A through E
What You Get
- One row per change request awaiting approval in ServiceNow
- Columns A through E populated with change number, description, risk, type, and planned start date
- No pagination issues — the full result set comes through in one operation
- Records arrive in ServiceNow's default sort order, ready for further sorting or filtering in the workbook
What If the Data Is Not Quite Ready
You need the assigned group in the workbook as well for quick triage during the CAB call
Column F should show who owns each change so the CAB can route questions in real time.
Get all ServiceNow change requests with state Awaiting Approval and write the change number, description, risk, type, planned start date, and assigned group into columns A through F, sorted by risk descending
Emergency change requests need to be highlighted separately from normal ones
Your CAB template has two sections: emergency at the top, normal below.
Pull all change requests in ServiceNow with state Awaiting Approval, separate them into emergency and normal types, write the emergency changes first with a blank row between them and the normal changes, and fill in change number, description, risk, planned start date, and assigned group in columns A through E
You need to include the requester's name and the date each change was submitted
The CAB chair wants to know who requested each change and when it entered the queue.
Get all ServiceNow change requests with state Awaiting Approval and write the change number, description, risk, planned start date, requester name, and date submitted into columns A through F
Full kill chain: pull, split by type, flag overdue approvals, and sort for the CAB template
Pull all change requests with state Awaiting Approval from ServiceNow, flag any that were submitted more than 5 days ago as "OVERDUE" in column G, separate emergency changes to the top of the workbook, sort the rest by planned start date ascending, and write change number, description, risk, type, planned start date, and assigned group into columns A through F
The CAB sheet is ready in seconds instead of 45 minutes.
Try It
Get the 7-day free trial of SheetXAI and open your weekly CAB Excel workbook, then ask it to pull the current awaiting-approval queue from ServiceNow directly into the template. For the reverse workflow, see the bulk-create-change-requests spoke or return to the ServiceNow hub.