The Scenario
A contractor wraps up Friday. Their manager needs every open Trello card still assigned to them — across six boards — in an Excel workbook by Monday so work can be redistributed before the next sprint kicks off. The contractor is gone. Nobody has a list of which boards they were on. Trello shows one board at a time.
The bad version:
- Open each board, apply the member filter, scroll every list, copy card names and due dates into Excel
- Miss two boards you didn't know the contractor was on
- Surface the gap in a handoff meeting when someone finds an unowned card
The reassignment clock is ticking and the spreadsheet needs to be complete before the sprint planning session.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It connects to your Trello workspace and can search cards across every board in the organization using a single member username.
The prompt to run:
Get all cards assigned to the Trello member username in cell A1 across all boards in our organization. Write the card name, board name, list name, due date, and card URL into columns A through E of this sheet, sorted by due date ascending.
What You Get
- One row per card across every board the member is assigned to
- Columns: card name, board name, list name, due date, card URL
- Sorted by due date so the most urgent handoffs appear first
- Cards with no due date listed at the bottom
What If the Data Is Not Quite Ready
You only want cards from specific boards
Get all cards assigned to the member username in cell A1 on these Trello boards: 'Product Roadmap', 'Engineering Sprint', 'Customer Success'. Write card name, board, list, and due date into this sheet.
You need to see unassigned cards on those boards too
Fetch all cards from the Trello boards 'Engineering Sprint' and 'Product Roadmap' that have no members assigned. Write card name, board, list, and due date into columns F through I of this workbook so I can compare against the assigned cards above.
You want results grouped by board for handoff conversations
Get all cards assigned to the Trello username in cell A1 across all org boards. Group results by board — one header row per board — then list card name, list, and due date underneath each header in this Excel sheet.
Full handoff packet with reassignment suggestions
Fetch all open Trello cards assigned to the username in cell A1 across all boards. Write card name, board, list, due date, and current member into columns A through E. In column F, write the other members who have cards in the same list, so the manager can see natural reassignment candidates.
One prompt and the handoff meeting has a complete picture with options already surfaced.
Try It
Get the 7-day free trial of SheetXAI and open an Excel workbook with the contractor's Trello username in cell A1. The cross-board sweep runs in one prompt. Also see how to export overdue cards for escalation and the Trello hub.