The Scenario
The quarterly forecast meeting is in two hours. The VP needs the pipeline in a spreadsheet — card name, deal size, stage, close date. Not a Trello board URL. An actual spreadsheet, with columns.
You open the Trello CRM board. A hundred and fifty cards. The custom fields are there, nested inside each card behind a click. There is no export button that produces what she asked for.
The bad version:
- Click card one. Read Deal Value. Type it into the Excel workbook. Click to Close Date. Type it. Tab back to Trello.
- Click card two. Repeat.
- Get to card thirty before deciding to stop and ask someone else to finish it.
At a hundred and fifty cards, this is simply not happening in two hours. And even if it did, the data would be stale by the time you finished typing.
The Easy Way: One Prompt in SheetXAI
SheetXAI lives inside your Excel workbook and connects directly to Trello. It reads the custom field schema from the board, fetches every card's values, and writes the full dataset into your workbook — one row per card, one column per field.
Open a blank workbook or one with headers already in row 1. Then:
Get all custom field definitions from the Trello board "Sales Pipeline." Then fetch every card and write the card name, list name, and the value of each custom field as separate columns into this workbook.
Or for a targeted pull:
For each card on the Trello board "CRM Pipeline," read the custom fields "Deal Value," "Stage," and "Close Date" and write them into columns B, C, and D of this workbook alongside the card name in column A.
What You Get
- One row per card, with card name in column A and each custom field in its own labeled column.
- Column headers populated from the field names defined on the board.
- Cards with no value for a given field written as blank in that column rather than dropped from the export.
- A workbook that is ready for a pivot table, a SUMIF forecast formula, or a paste into the VP's template — no post-processing.
What If the Data Is Not Quite Ready
The custom field uses dropdown options and you need the label, not the internal ID
For each card on the Trello board "Sales Pipeline," read the custom fields "Stage" and "Deal Type." For dropdown fields, write the option label rather than the option ID into this workbook.
SheetXAI resolves the display label from the board's field definition — you don't need a lookup table.
You only want cards in two specific lists
Get all cards from the Trello board "CRM Pipeline" that are in the lists "Proposal" or "Negotiation." For each card, write the card name, list name, and the values of the custom fields "Deal Value," "Stage," and "Close Date" into this workbook.
Pre-scoping to specific lists keeps the export focused on what the forecast actually covers.
The board has twenty custom fields but the report needs only four
Fetch all cards from the Trello board "Sales Pipeline." For each card, write the card name, list name, and only the custom field values for "Deal Value," "Close Date," "Region," and "Territory" into this workbook. Ignore all other custom fields.
Naming the fields you want avoids a wide export that has to be trimmed before sharing.
Full pipeline snapshot — fields, filter, sort, totals — in one shot
Get all cards from the Trello board "Sales Pipeline" that are not in the "Closed Lost" list. For each card, write the card name, list, Deal Value, Close Date, and Territory into this workbook. Sort by Close Date ascending. Add a row at the bottom summing Deal Value.
The filtered, sorted, totaled report lands in the workbook — the one the VP can open directly without cleanup.
When you can describe what to pull and how to present it in one instruction, the export goes from a two-hour project to a two-minute one.
Try It
Open any Excel workbook and Get the 7-day free trial of SheetXAI to pull custom field data from your Trello board in one prompt. To push updates back after editing, see the bulk update card custom fields spoke, or explore the full library at the Trello integration hub.