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Trello · Excel Guide

Export a Trello Workspace Board Inventory to a Excel workbook

The Scenario

The IT audit request came in last Thursday: a full inventory of every Trello board in the company workspace — name, visibility setting, open or archived status, last activity date — by the end of the month. You open the workspace. Over 30 boards. Some archived, some with names that give no indication of their current purpose.

The bad version:

  1. Click into each board one at a time to check its settings and status.
  2. Open the board settings panel, copy the visibility and status into your workbook, close, navigate back to the workspace view.
  3. Realize after board 15 that you have been capturing the wrong permission field and have to redo the first half.

A workspace inventory is exactly the kind of one-time bulk export that should not be executed by clicking through 30 settings panels and copying values by hand.

The Easy Way: One Prompt in SheetXAI

SheetXAI is an AI agent that lives inside your Excel workbook. It calls the Trello API, fetches every board in your organization with its metadata, and writes the inventory into your workbook in one pass.

Open a blank worksheet and paste:

Fetch all boards in the Trello workspace and write board name, last activity date, member count, and number of open cards into this Excel sheet. Sort by last activity date descending.

What You Get

  • One row per board with name, last activity date, member count, and open card count.
  • Archived boards appear clearly labeled — not silently excluded.
  • Sorted by last activity so the most stale boards surface at the top.
  • Ready to filter or share with the audit team without reformatting.

What If the Data Is Not Quite Ready

You also need permission level and URL per board

List all boards in our Trello organization and write the board name, description, URL, permission level, and open/closed status into this Excel sheet.

You want to separate open and archived boards into different worksheets

List all boards in our Trello organization. Write open boards into a worksheet called "Active" with board name, URL, and permission level. Write archived boards into a worksheet called "Archived" with the same columns.

You need to filter to boards within a specific visibility setting

List all boards in our Trello organization. For each board, write the board name, URL, and visibility into this sheet. Filter to only boards that are set to "private" visibility.

Full governance export in one shot

List all boards in the Trello workspace. For each board, write: board name, description, URL, permission level, open or closed status, last activity date, number of members, and number of open cards. Sort by last activity date ascending so the most stale boards appear first.

The pattern: pull the full workspace picture into a workbook first, then apply filters and thresholds on your own terms.

Try It

Open a blank Excel workbook and Get the 7-day free trial of SheetXAI — then ask it to generate a complete Trello board inventory for your IT audit in one pass. See also auditing board member access or the Trello integration overview.

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