The Scenario
You're the VP of Product and the quarterly business review is in two days. The exec team wants a single slide showing all open epics: name, linked objective, health status, story count, and planned completion date. That data lives in Shortcut across 40 different epic records, scattered across four objectives. Nobody has it in one place.
The bad version:
- Open Shortcut, navigate to Epics, and start clicking through each one.
- Open an Excel workbook in another window. Start typing: epic name, objective, status, story count. Look up the story count for each epic by clicking into it and counting manually.
- Get through 15 epics, realize your story count method was inconsistent because some epics include archived stories, start over with a different filter.
The review deck is due tomorrow morning. You have 40 epics and an inconsistent method.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook, connects to Shortcut, and pulls all 40 epics with the fields you specify — in one pull.
Open the SheetXAI sidebar and type:
List all Shortcut epics and put epic name, state, associated objective, story count, and start and end dates into this worksheet — one row per epic, headers in row 1
What You Get
- One row per epic with name, state, the linked objective name, total story count, start date, and planned end date
- Headers generated in row 1
- Epics sorted alphabetically by objective so related work is grouped
- A count in the sidebar of how many epics were found
What If the Data Is Not Quite Ready
You only want epics that are currently in progress
Get all Shortcut epics with status "in progress" and list their name, linked objective, current health status, and planned completion date — one row per epic in this worksheet
You need the epic health status alongside the story count
List all open Shortcut epics. For each epic, write the name in column A, objective in column B, health status in column C, total story count in column D, completed story count in column E, and planned end date in column F.
You need to include which team owns each epic
Get all Shortcut epics and for each one list the epic name, owning group or team name, linked objective, story count, and state in columns A–E of this worksheet
Full roadmap snapshot with completion percentage
Pull all Shortcut epics into this worksheet. For each epic, calculate a completion percentage as completed stories divided by total stories, formatted as a percentage. Write name, objective, state, total stories, completed stories, and completion percentage into columns A–F.
The pattern is asking for both the pull and the calculation in a single prompt rather than exporting raw data and building formulas afterward.
Try It
Get the 7-day free trial of SheetXAI and open a blank worksheet before your next roadmap review, then ask it to pull all epics. See also Export Shortcut Objectives and Key Results to an Excel workbook or return to the Shortcut integration overview.