The Scenario
You are a platform admin. Your company just completed a team reorganization. Twenty Klipfolio data sources need their sharing rights updated to match the new group structure. The permissions matrix is already in an Excel workbook: column A has the data source IDs, column B has the group IDs that should have read access.
It is 3 PM and your manager wants it done before close of business.
The slow version:
- Open the Klipfolio admin panel
- Navigate to each data source
- Find the sharing settings
- Add the correct group
- Save
- Repeat 20 times
- Realize you applied the wrong group to data source 11 and have to fix it
- You leave at 7 PM having touched every data source twice.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads the permissions matrix and calls the Klipfolio sharing rights API once per row, so the admin panel stays closed.
Open the SheetXAI sidebar and type:
For each row in this workbook, update the Klipfolio data source share rights to grant read access to the group ID in column B for the data source ID in column A. Work through all 20 rows.
SheetXAI iterates through every row, calls the sharing rights API once per data source, and applies the permission. All 20 data sources updated.
What You Get
Every data source in the workbook updated with the correct sharing rights:
- Column A — data source IDs (unchanged)
- Column B — group IDs (unchanged)
- 20 API calls made — one per row, in sequence
- No admin panel navigation — you did not open a single data source form
If the workbook has a column C for can_edit (true/false), include it in the prompt and SheetXAI applies the edit permission level per row.
What If the Data Is Not Quite Ready
Permissions matrices have gaps and edge cases. SheetXAI handles them in the same prompt.
When some rows grant edit access instead of read
The workbook has a can_edit column that the original prompt didn't account for.
For each row in the Permissions Matrix tab, update the Klipfolio data source share rights. Use the data source ID from column A, the group ID from column B, and the can_edit flag from column C — true means edit access, false means read only.
When you need to revoke old permissions before granting new ones
Stale group permissions from the old org structure are still on some data sources.
For each row in the workbook, first remove all existing group sharing rights from the Klipfolio data source in column A. Then grant read access to the group ID in column B. Write "UPDATED" in column C when done.
When some rows have placeholder IDs
A few rows in the matrix have "TBD" in column A because the data sources haven't been created yet.
Skip any row where column A is "TBD." For all other rows, apply the sharing rights update using the data source ID in column A and the group ID in column B. Write "APPLIED" or "SKIPPED" into column C.
When you need the update log with timestamps for a compliance trail
The security team wants an audit trail of when each permission change was applied.
For each row in the Permissions Matrix tab, grant read access to the group in column B for the data source in column A. After each successful update, write the current timestamp into column C. If a row fails, write the error message into column C instead.
The pattern: the workbook is the authoritative permissions record, and one prompt applies it all.
Try It
Get the 7-day free trial of SheetXAI and open any permissions matrix workbook, then ask it to apply all the Klipfolio sharing rights at once. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to bulk-create Klipfolio data sources from a workbook or the Klipfolio in Excel overview.