The Scenario
Your product team has 350 unprocessed notes sitting in Productboard. The triage session is Wednesday afternoon — four PMs, two hours, the goal being to link each note to a feature or close it. But nobody can look at 350 notes in the Productboard UI efficiently. You need them in a Google Sheet so the PMs can filter, sort by source, divide the rows among themselves, and add a column for their triage decision.
You open Productboard. The notes section loads. There's a filter for "unprocessed." There's no export button.
The bad version:
- Screenshot the notes view. Realize screenshots don't scale.
- Try copying from the web UI into a spreadsheet. The formatting collapses.
- Assign a team member to manually paste each note's text and metadata into a sheet. They get through 80 before the session starts and give up.
The PMs show up Wednesday with 80 notes to triage instead of 350. The other 270 are still sitting there next week.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Google Sheet. It reads your sheet and pulls from Productboard's notes API through its built-in integration. Open the sidebar and describe what you need.
List all unprocessed Productboard notes and write note ID, author email, source, creation date, and note text into this sheet, one row per note
What You Get
- One row per unprocessed note.
- Columns: note ID in A, author email in B, source (Zendesk, Intercom, manual, etc.) in C, creation date in D, note text in E.
- All 350 rows, not a partial export — ready to filter and divide for the triage session.
What If the Data Is Not Quite Ready
You want to sort by source so each PM takes a channel
List all unprocessed Productboard notes and write note ID, author email, source, creation date, and note text into this sheet. Sort by source A to Z, then by creation date newest first.
Some notes have no author email (anonymous submissions)
List all unprocessed Productboard notes. If a note has no author email, write "anonymous" in the author email column. Write note ID in A, author email in B, source in C, creation date in D, and note text in E.
You only want notes from the last 60 days
List all Productboard notes that are unprocessed and were created in the last 60 days. Write note ID, author email, source, creation date, and note text into this sheet.
The full triage-prep build
List all unprocessed Productboard notes created in the last 90 days. Write note ID in A, author email in B, source in C, creation date in D, and note text in E. Add column F with the header "Triage decision" and leave it blank for the PMs to fill. Sort by source A to Z, then creation date oldest first. Flag any row where note text is shorter than 20 characters in column G as "too-short."
The PMs open the sheet Wednesday, filter by source, and start triaging with a real tool.
Try It
Get the 7-day free trial of SheetXAI and open any Google Sheet you'd use to run an offline triage or review session — then ask SheetXAI to pull all your unprocessed Productboard notes into it before the meeting. See also bulk applying note tags or the hub overview.