The Scenario
You are a productivity coach. You have been working with a client for 90 days. You want to pull their Todoist karma score, daily goal completion rates, completed task counts, and streak data into an Excel workbook to visualize trends over time.
The bad version of every coaching session:
- You ask the client to open Todoist and read you their stats
- They read the karma number from the wrong screen and you record it wrong
- You have no historical log — Todoist does not show how karma moved over ninety days
- You rebuild the trend chart in PowerPoint every session from memory
- By session five the chart is wrong and both of you have stopped trusting it.
The fast version is one prompt you run before every session.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that pulls Todoist productivity stats directly into the workbook so the dashboard stays current without manual entry.
Open the SheetXAI sidebar and type:
Fetch my Todoist productivity stats and write the karma score, daily goal completion rate, completed task count, and current streak into the 'Log' tab. Add today's date in column A and the four values in columns B through E as a new row. Do not overwrite previous rows.
SheetXAI calls the Todoist stats endpoint, pulls the current values, and appends a new row to the Log tab. The trend chart in the workbook updates automatically.
What You Get
A growing log in the Log tab with one row per coaching session:
- Date — today's date in column A
- Karma score — the client's current karma in column B
- Daily goal completion rate — percentage of days the daily goal was hit, in column C
- Completed task count — total tasks completed to date in column D
- Current streak — consecutive days the daily goal was met, in column E
The log compounds over time. After twelve sessions you have a ninety-day trend in a workbook that any Excel chart can visualize without rebuilding.
What If the Data Is Not Quite Ready
Coaching sessions do not always happen on the same day each week, and the data can be pulled ahead or behind schedule.
When you coach multiple clients and want to update all dashboards in one pass
You are coaching five clients with individual workbook tabs.
For each client tab in this workbook (named after each client), fetch that client's Todoist productivity stats using the auth token in cell B1 of each tab. Append a new row with today's date, karma, daily goal rate, tasks completed, and streak. Do not overwrite previous rows in any tab.
When the dashboard needs a weekly summary tab
You want the workbook to automatically compute a weekly average karma and weekly task count.
Fetch my Todoist productivity stats and append today's values as a new row in the 'Log' tab. Then recalculate the 'Weekly' tab: for the current week, update the weekly average karma and total tasks completed based on the last 7 rows in the 'Log' tab.
When you want to flag weeks where the daily goal was missed more than twice
The coaching intervention threshold is missing the daily goal more than twice in seven days.
Fetch my Todoist stats and add them as a new row in the 'Log' tab. Then check the last 7 rows: if more than two rows show a daily goal rate below 100%, write 'INTERVENTION NEEDED' in column F of the most recent row. Otherwise leave column F blank.
When you want the data appended and a session summary drafted in the same prompt
Before each session you want fresh data and a ready-made talking-point summary.
Fetch my Todoist productivity stats. Append a new row to the 'Log' tab with today's date, karma, daily goal rate, tasks completed, and streak. Then write a 3-sentence plain-English summary of the last 30 rows of the 'Log' tab into cell A2 of the 'Session Notes' tab — something readable without seeing the raw numbers.
The pattern: instead of reading stats aloud each session and recording them by hand, you run one prompt and the workbook updates itself.
Try It
Get the 7-day free trial of SheetXAI and open any tracking workbook, then ask it to pull your Todoist productivity stats into a new log row. The Todoist integration is included in every SheetXAI plan. For related workflows, see how to export active Todoist tasks into an Excel workbook or the Todoist in Excel overview.