The Scenario
You manage 30 active Wrike project folders. Each one has custom fields: budget, priority score, client tier, risk flag. A program director just asked for a sortable workbook with every project and every field value — she wants to compare projects across dimensions without navigating Wrike. The request came in at 4 PM.
The bad version:
- Open the first Wrike folder. Click into the folder details to see the custom fields. Note the values in a scratch document.
- Open the second folder. Repeat. Thirty folders, some with six custom fields each.
- Paste everything into the Excel workbook. The column headers for custom fields are inconsistent — some folders use "Priority Score," others use "Priority." You have to manually normalize them.
- Realize you skipped two folders because they were archived in Wrike's sidebar and didn't appear in your initial scroll.
Thirty folders, dozens of custom fields, and an unforgiving deadline for a request that should have taken ten minutes.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads Wrike folder metadata — including all custom field values — and writes a structured table into your worksheet with one column per custom field. No clicking through folder panels.
List all tasks in Wrike folder 12345678 and export task title, status, due date, and all custom field values into this Excel table — one column per custom field
What You Get
- One row per Wrike folder, one column per custom field, with folder name and status included.
- Custom field column headers derived from your Wrike configuration so they match what your team named them.
- Empty cells where a folder doesn't have a value for a given field, rather than errors.
- A table the program director can sort and filter immediately.
What If the Data Is Not Quite Ready
You only want active folders, not archived ones
Fetch all active Wrike folders in space 12345678 (exclude archived) and write folder name, status, and all custom field values into this sheet — one row per folder, one column per custom field
You need custom fields from tasks, not folders
List all tasks in Wrike folder 12345678 and export task title, status, due date, and all custom field values into this workbook — one column per custom field
You want to filter by a specific custom field value
Fetch all Wrike folders in space 12345678 where the custom field "Client Tier" is "Enterprise" and write folder name, status, budget, priority score, and risk flag into this sheet
Full portfolio dashboard in one shot
Fetch all active Wrike folders in space 12345678, write folder name, status, all custom field values into the "Portfolio" worksheet — then in the "Summary" worksheet, group by the custom field "Client Tier" and show average budget and count of folders per tier
One prompt builds both the raw data worksheet and the summary view.
Try It
Get the 7-day free trial of SheetXAI and open a blank Excel workbook, then ask it to pull your Wrike project folders with all their custom field values. Also check out exporting team billing rates for labor cost modeling or the Wrike hub.