The Scenario
You manage projects at a digital agency. You have three active client projects in Motion, and the client for the largest one just pinged you asking for a status update before the end-of-day review. They want a Google Sheet they can comment on — task name, status, assignee, due date, priority, across all three projects.
The bad version:
- Open Motion, switch to Project 1, scroll through the task list, copy names and statuses manually into the sheet.
- Switch to Project 2. Motion does not remember where you were. Scroll again. Copy again.
- Realize you forgot the assignee column after doing 40 rows, add the column, go back to Motion, start over.
You are supposed to be preparing the client call, not doing a data entry marathon. The sheet is supposed to save them time, not consume yours.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It connects to Motion and pulls the data you need on request. Open the sidebar and ask.
List all tasks in my Motion workspace and write task name, status, assignee, due date, and priority to columns A through E in the Status tab.
What You Get
- Every task from your Motion workspace written to the Status tab: task name in A, status in B, assignee in C, due date in D, priority in E.
- Rows appear one task per row, ready to share with the client.
- If Motion returns tasks from multiple projects, a project name column can be added with a follow-up ask.
What If the Data Is Not Quite Ready
You only want tasks from specific projects
You have eight projects in Motion but the client only cares about three.
Fetch all Motion tasks in projects named "Brand Refresh", "App Redesign", and "Q3 Campaign" and write task name, project, status, assignee, and due date to columns A through E in the Status tab.
You want tasks filtered by status
The client does not need to see everything — just what is actively in progress.
Fetch all Motion tasks with status In Progress and write task name, project, assignee, and due date to columns A through D in the Status tab, then add a column E formula showing days remaining until each due date.
You need a pivot by assignee
The client wants to know who is carrying the most load across the three projects.
Fetch all Motion tasks across my workspace and write them to Sheet1 with task name, assignee, project, status, and due date. Then in Sheet2, group by assignee and show total task count and count of In Progress tasks per person.
The sheet needs a status roll-up plus the task list in one pass
Leadership wants a summary row at the top plus the full task list below, with overdue tasks flagged.
Fetch all Motion tasks from projects "Brand Refresh", "App Redesign", and "Q3 Campaign". Write the full list to the Detail tab with task name, status, assignee, and due date. In the Summary tab, write one row per project showing project name, total task count, count completed, count in progress, and count overdue. Flag any task in the Detail tab where the due date is before today with the word OVERDUE in column E.
One prompt. No reformatting after.
Try It
Open any Google Sheet you use for client reporting, then Get the 7-day free trial of SheetXAI and ask it to pull the current task list from Motion. For related workflows, see how to bulk-create Motion tasks from a sprint sheet or export projects for a portfolio dashboard.
