The Scenario
It is Wednesday. You manage field service operations, and last week's delivery data has been sitting in OptimoRoute since Friday. Your VP asked for an on-time delivery KPI review — actual vs. scheduled completion times, plus any proof-of-delivery notes — for the board deck going out Thursday morning. The data exists. Getting it into a Google Sheet for analysis is the problem.
Your usual move is to export from OptimoRoute, open the CSV, wrestle with the timestamp format — OptimoRoute stores completion times in UTC, your reporting template expects local time — and paste the relevant columns into your dashboard sheet. Then you do the timezone offset math by hand for 400 rows.
The bad version:
- You export last week's completion data from OptimoRoute. The CSV has 22 columns and you need 7 of them.
- You open it in Sheets, delete the columns you do not need, and start working on the timestamp conversion — adding a formula column to shift UTC to Eastern, then formatting it as HH:MM.
- You realize three columns in that "completion status" in the CSV uses abbreviations you do not recognize, so you dig through OptimoRoute's documentation to decode them.
- It is 2 PM before the data is clean enough to start the actual analysis. The board deck needed to be done by noon.
This happens every week because nobody has built a better pipeline. The cost is absorbed quietly as "just how reporting works here."
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It can query OptimoRoute's completion data for any date range and write the records directly into your sheet — with the fields you need, in the format you need them.
Open the SheetXAI sidebar and ask:
Search OptimoRoute for all orders completed between last Monday and last Friday and write each order's number, address, scheduled time, actual completion time, and success or failure status into Sheet1.
What You Get
- Every completed order in the specified date range is written to Sheet1.
- Columns include: order number, address, scheduled completion time, actual completion time, completion status.
- Times come through in the format OptimoRoute returns them — the prompt can specify conversion to local time if needed.
- Proof-of-delivery notes are included if the query requests them.
- Rows with partial completion data are included with a note in the status column so you can see which records are incomplete.
What If the Data Is Not Quite Ready
The date range should come from cells, not be hardcoded
Search OptimoRoute for all completed orders between the dates in cells A1 and A2, and write each order's number, address, scheduled time, actual completion time, and status into this sheet.
You need completion data for a specific list of order numbers, not a date range
Fetch completion details from OptimoRoute for each order number in column A and write the actual completion time, driver name, completion status, and any proof-of-delivery notes into columns B through E.
The timestamps need to be converted from UTC to Eastern time in the sheet
Search OptimoRoute for all completed orders between last Monday and last Friday, convert all timestamps from UTC to US Eastern time, and write order number, address, scheduled arrival, actual completion, and status into Sheet1.
You need a full pipeline: pull completion data, flag late deliveries, and build a summary count by driver
Pull all OptimoRoute completion records from last week into Sheet1 with scheduled and actual times in columns D and E, flag any row where actual time is more than 15 minutes after scheduled time in column F, then write a summary to Sheet2 showing each driver's name, total deliveries, and number of late deliveries.
Extraction and analysis in one prompt. The summary is ready when the data is.
Try It
Get the 7-day free trial of SheetXAI and open the sheet you use for weekly ops reporting, then ask it to pull last week's OptimoRoute completion data and populate your dashboard columns. Also see how to build an on-time performance report once the data is in, and how to search orders by status for follow-up action.
