Tasks & Projects

Import Action Plan from Spreadsheet

Upload an Excel or CSV project plan and let AI convert it into a structured action plan with milestones and tasks.

AI Agent Prompt

I've uploaded a project plan spreadsheet. Please review it and create an action plan block on the current page based on its contents. Turn sections or phases into milestones and line items into tasks. Keep task titles short and action-oriented. Preserve owners and dates where mentioned.

What the AI creates

The AI reads your uploaded spreadsheet and creates a structured action plan – turning rows into tasks and sections into milestones. Dates and owners are preserved.

Pro Tip

Works with Excel (.xlsx), CSV, and Google Sheets exports. The AI reads the structure automatically – no need to reformat. Just upload and go.

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