The Scenario
A compliance officer received a regulatory inquiry. The auditors want evidence of how GDPR-related work was tracked — every Wrike task mentioning "GDPR," "data subject," or "breach" across the entire workspace, with task name, folder path, status, and creation date. The audit window opens in 48 hours.
The bad version:
- Go into Wrike's search bar. Type "GDPR." Browse through the results — tasks, comments, folder descriptions all mixed together.
- Click into each task to verify it's relevant, note the folder it belongs to, note the creation date and status, copy the task name.
- Repeat for "data subject." Repeat for "breach." Deal with overlapping results where a task mentions all three terms.
- Paste everything into an Excel workbook. Realize you have no way to verify you didn't miss any tasks because the search UI doesn't tell you the total count.
An audit with a 48-hour window is not the moment to be manually browsing search results.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It uses Wrike's eDiscovery search API to run structured keyword queries and write all matching results — with metadata — into your worksheet in one operation.
Run a Wrike eDiscovery search for each keyword in column A of this sheet and for each result write the item name, item type, folder path, and creation date into rows below the keyword
What You Get
- Every Wrike item matching the search term written into the workbook with item name, type, parent folder, and status.
- Task and folder results distinguished clearly by type.
- Creation date included so the audit trail is complete.
- A workbook you can hand to the compliance team without further formatting.
What If the Data Is Not Quite Ready
You need to search multiple keywords and compile all results
Run a Wrike eDiscovery search for each keyword in column A of this sheet and for each result write the item name, item type, folder path, and creation date into rows below the keyword
You want to deduplicate items that matched multiple keywords
Search Wrike eDiscovery for "GDPR", "data subject", and "breach" — compile all results into this sheet with item name, item type, folder path, status, and creation date — deduplicate rows where the same item matched multiple keywords and add a column showing which keywords matched
You need to filter to a specific date range for the audit window
Run a Wrike eDiscovery search for "GDPR" limited to items created between the dates in cells A1 and B1 — write item name, type, folder path, status, and creation date into this sheet
Full regulatory audit package in one shot
Search Wrike eDiscovery for "GDPR", "data subject", and "breach", deduplicate by item ID, filter to items created in the last 24 months, write item name, type, folder path, status, creation date, and matched keywords into the "Audit Results" worksheet — then write a summary in the "Summary" worksheet showing count per keyword and count per folder
One prompt delivers the deduplicated, dated, and summarized audit package.
Try It
Get the 7-day free trial of SheetXAI and open a blank compliance workbook, then ask it to run your eDiscovery search terms against Wrike before the audit window opens. Also see exporting task comments for retrospectives or the Wrike hub.