The Scenario
Your team just closed out a two-week iteration and you're the engineering manager running the retrospective. You've got 85 stories that touched the sprint — some finished, some carried over, some split mid-iteration. The velocity numbers are in Shortcut, but nobody can see them. You need them in a workbook so you can chart estimate-vs-actual, filter by story type, and identify which kinds of work keep slipping.
The bad version:
- Look for a Shortcut export option. Find the CSV export, download it, open it in Excel, and discover it has 40 columns you don't need and is missing the owner name field you do.
- Manually delete the irrelevant columns. Realize the "estimate" column is empty for 30 rows because estimates weren't set at story creation.
- Spend 25 minutes reformatting dates and state labels so the pivot table doesn't break.
The retrospective is in 45 minutes. Your chart is not ready.
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 exactly the fields you need into exactly the columns you specify.
Open the SheetXAI sidebar and type:
Get all Shortcut stories in iteration ID 12345 and list story name, type, estimate, completion status, and owner name into this worksheet starting at row 2 — put the headers in row 1
What You Get
- One row per story with story name, type, estimate (blank where unset), current workflow state, and the assigned member's display name
- Headers generated in row 1
- Stories sorted by workflow state so completed stories are grouped
- A count in the sidebar of how many stories were found and written
What If the Data Is Not Quite Ready
You need stories from two consecutive iterations combined
Get all Shortcut stories from iteration ID 12345 and iteration ID 12346, combine them into this worksheet with an extra column showing which iteration each story came from, and sort by iteration then story name
Some stories have no estimate and you want to flag them separately
Pull all stories from Shortcut iteration 12345 into this worksheet. For rows where estimate is blank or zero, write "unestimated" in column F. For all other rows, leave column F empty.
You need to filter to only completed stories for the velocity chart
Get all stories from Shortcut iteration 12345 that are in a "completed" or "done" workflow state, and list story name, estimate, and story type in columns A–C starting at row 2
Pull stories plus their label tags for a cross-cutting analysis
Get all Shortcut stories in iteration 12345. For each story, list the story name in column A, estimate in column B, state in column C, and all labels as a comma-separated list in column D. Write a row per story.
The shortcut here is asking for the filter, the field selection, and the layout in one instruction rather than downloading a CSV and cleaning it afterward.
Try It
Get the 7-day free trial of SheetXAI and open a blank worksheet, then ask it to pull your last iteration. Return to the Shortcut integration overview or check out Bulk Create Shortcut Stories From an Excel workbook.