The Scenario
It's the last business day of the month. Your agency invoices a client based on billable hours logged in Wrike — task name, team member, hours, and category. The data is all in Wrike. Your invoice template is an Excel workbook. Between those two things is an afternoon you did not budget for.
The bad version:
- Open Wrike's Timelog Report section, configure the date range, add the folder filter, download the CSV.
- Open the CSV in Excel, realize the column names don't match your invoice workbook. Rename "Time Entry Date" to "Date." Delete the columns you don't need. Fix the date format. Copy the cleaned data into your invoice sheet.
- Notice that two entries are missing because the export cut off at 500 rows. Re-run the export with a narrower date range. Reconcile by hand.
The invoice goes out late not because you procrastinated — it goes out late because extracting the data took most of your afternoon.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the workbook structure and talks to Wrike directly — no CSV download, no column renaming, no row limit. Open the sidebar and tell it what you need.
Pull all Wrike timelogs for user 98765432 from last month and list task name, hours, category, and date in columns A through D of this Excel sheet
What You Get
- Every timelog entry for the folder in the specified date range written into the workbook, one row per entry.
- Columns populated in the order you specified: task name, user name, hours, category, date.
- No row cap from a CSV export — the full dataset comes through.
- Dates in a consistent format your invoice template can consume.
What If the Data Is Not Quite Ready
You need timelogs filtered to billable categories only
Fetch all Wrike timelogs for folder 12345678 from the past 30 days where the category is "Billable" and write task name, user name, hours, and date into columns A through D
The date range is stored in the workbook
Pull Wrike timelogs for folder 12345678 where the log date falls between the date in cell A1 and the date in cell B1 — write task name, user name, hours, category, and date into this sheet starting at row 4
You need timelogs across multiple folders
Fetch all Wrike timelogs from the past 30 days for each folder ID listed in column A of the "Projects" sheet and write task name, user name, hours, category, folder name, and date into the "Timelogs" sheet — one row per entry
Invoice-ready in one shot
Fetch all Wrike timelogs for folder 12345678 from the past 30 days, filter to category "Billable" only, group by user name and sum the hours, then write a summary table into this sheet with columns: User Name, Total Hours, Hourly Rate (from column B of the "Rates" sheet), and Total Amount
One prompt handles the pull, the filter, the aggregation, and the rate lookup.
Try It
Get the 7-day free trial of SheetXAI and open your invoice workbook — even a blank one — then ask it to pull last month's Wrike timelogs. Check out exporting task lists for executive reporting or browse the Wrike hub for more workflows.