The Scenario
You're a dispatch supervisor. It's mid-morning and a fleet of drivers is out making deliveries. Your team lead sends a message: the operations director wants to see the full current dispatch picture — who has what order, where it's going, what the status is — without logging into Shipday.
She needs it in a shared Excel workbook so the three people covering phones can reference it without getting a Shipday seat.
You have 85 active orders in the system right now.
The bad version:
- Open Shipday, click into the active orders view, and start copying: order number, customer name, address, driver name, status. Paste into the workbook. Repeat.
- After 25 rows your paste formatting breaks because one address has a comma in it and it shifts columns. You have to manually clean the next 60 rows.
- By the time you're done, 20 minutes have passed and four of the orders you copied have already changed status. The workbook is already stale before anyone uses it.
This workbook needs to reflect what's actually happening right now, not what was happening when you last had time to copy rows.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to Shipday directly and writes live order data into whatever worksheet you point it at — overwriting cleanly each time so you're not looking at yesterday's rows.
Paste this into the sidebar:
Pull all active Shipday orders into my Excel Dispatch Dashboard and highlight rows in red where no driver is assigned yet
What You Get
- Every active Shipday order written into the Dispatch Dashboard worksheet, one row per order.
- Columns populated with order number, customer name, delivery address, driver name, and status.
- The worksheet cleared and rewritten each run — no stale rows mixing with fresh data.
- Rows where no driver is assigned highlighted in red, making unassigned work visible at a glance.
What If the Data Is Not Quite Ready
You want the data split by zone
Active orders cover three delivery zones and the phone team is organized by zone. You want a separate worksheet per zone based on the delivery address city.
Fetch all active Shipday orders and write order number, customer name, delivery address, driver, and status into my Dispatch Dashboard worksheet — then copy rows where the city contains "Brooklyn" to a worksheet called Zone-Brooklyn, rows with "Queens" to Zone-Queens, and everything else to Zone-Other
You need estimated delivery time included
The operations director wants to see ETA alongside status so she can spot runs that are running long.
Pull all active Shipday orders into my Dispatch Dashboard worksheet — include order number, customer name, address, assigned driver, current status, and estimated delivery time — overwrite any existing rows
You want a count of unassigned orders in a header cell
The phone team lead wants to see at a glance how many orders are unassigned without counting the red rows manually.
Fetch all active Shipday orders and write order number, customer name, address, driver, and status into my Dispatch Dashboard worksheet — highlight in red any row where driver is empty — write the count of unassigned orders into cell A1
Refresh the worksheet, flag late orders, and add a summary count in one ask
At end of day the director wants a clean refresh plus a count of how many orders are still active and how many are past their delivery window.
Fetch all active Shipday orders and overwrite my Dispatch Dashboard worksheet with order number, customer name, address, driver, status, and delivery window — highlight in orange any row where the delivery window is more than 30 minutes in the past and status is not delivered — write total active count into cell A1 and late order count into cell B1
Everything in one prompt means the workbook is ready the moment you run it.
Try It
Get the 7-day free trial of SheetXAI and open your dispatch monitoring workbook, then ask it to pull the current active order list from Shipday. Also useful: exporting completed deliveries for performance analysis, and the hub overview on connecting Shipday to Excel.