The Scenario
You are a freelance consultant. Invoices go out on the first of every month. You bill by the hour and your completed work lives in Todoist — tasks finished with labels matching client codes.
You need to pull every task completed in the last 30 days, match each one to a client, and cross-reference the hours in your billing workbook before sending invoices.
The bad version of the first of the month:
- You open Todoist's activity log and start scrolling for April completions
- There is no simple export of completed tasks with labels included
- You try a third-party Todoist export tool, get a CSV that is missing half the label data
- You spend ninety minutes cleaning dates, matching client codes by hand in Excel
- The invoice for your biggest client goes out late because you ran out of time.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls completed Todoist tasks for a date range — with labels, projects, and completion timestamps — into the workbook so you can bill without a data cleanup session.
Open the SheetXAI sidebar and type:
Fetch all tasks completed in Todoist between 2026-04-01 and 2026-04-30 and write them into the 'April Tasks' tab with columns for task name, completion date, project, and label. One row per completed task.
SheetXAI calls the Todoist completions endpoint, pulls the full set, and writes it into your workbook with real date values. You have ninety rows instead of ninety minutes of scrolling.
What You Get
A workbook tab with one row per completed task from the billing period:
- Task name — the full task content as written
- Completion date — as a real Excel date value, not a relative string
- Project — the Todoist project the task lived in
- Label — the client code label, ready to VLOOKUP against your billing rates tab
The completion date comes back as a real date Excel can calculate with. That one thing is the difference between a usable billing workbook and forty minutes of text-to-date conversions.
What If the Data Is Not Quite Ready
Client billing data from Todoist rarely arrives in invoice-ready format.
When task names have extra context that does not belong on the invoice
You write tasks as "Acme — 2h strategy call — prep deck" but the invoice needs just "Strategy call preparation."
Fetch all completed Todoist tasks between 2026-04-01 and 2026-04-30. For each task name, strip everything after the first em dash. Write the cleaned name, completion date, project, and label into the 'April Tasks' tab.
When you only want tasks for a specific client
You are building invoices one client at a time, starting with the largest.
Pull all Todoist tasks completed in April 2026 that have the label 'acme-corp'. Write them into the 'Acme April' tab with task name, completion date, and project. Write the total count into cell B2 of that tab.
When hours need to be reconciled against a separate Hours Log tab
The 'Hours Log' tab has one row per day with hours worked. You need to validate total tasks per day against hours logged per day.
Fetch all completed Todoist tasks for April 2026 and write them into the 'Tasks' tab. Then for each date in the 'Hours Log' tab, count how many tasks were completed on that date and write the count into column C next to the existing hours.
When you need a full billing summary across all clients in one operation
It is invoice day and you want everything: all clients, all tasks, all hours, in one pass.
Pull all tasks completed in Todoist between 2026-04-01 and 2026-04-30. Write all tasks into the 'Raw' tab with task name, completion date, project, and label. Then in the 'Billing Summary' tab, group by label (client code) and write one row per client showing: client code, total tasks, list of projects worked on, and total billable hours from matching rows in the 'Hours Log' tab.
The pattern: instead of exporting and cleaning before billing, you describe the output you need and SheetXAI pulls and organizes it into your workbook.
Try It
Get the 7-day free trial of SheetXAI and open your billing workbook, then ask it to pull your completed Todoist tasks for the month. The Todoist integration is included in every SheetXAI plan. For related workflows, see how to pull a full project snapshot into Excel or the Todoist in Excel overview.