The Scenario
You are a BI team lead. Your company is restructuring its Klipfolio workspace. Before any user reassignments can happen, 10 new groups need to exist. The group names and descriptions are defined in an Excel workbook: column A is group name, column B is description.
The restructuring kicks off Monday and it is Friday afternoon.
The slow version:
- Open the Klipfolio Groups admin panel
- Fill in the name and description for group 1
- Save
- Repeat 10 times
- Realize group 6 got the wrong description and fix it
- You leave for the weekend with 8 of 10 groups created because the session timed out.
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 group definitions and calls the Klipfolio group creation API once per row, so you never have to open the groups form.
Open the SheetXAI sidebar and type:
Create a Klipfolio group for each row in this workbook using the name in column A and description in column B. Write the new group ID back into column C.
SheetXAI reads the workbook, calls the Klipfolio group creation API once per row, and writes each new group ID into column C. All 10 groups created before you close your laptop.
What You Get
Every group from the workbook created in Klipfolio, with IDs written back:
- Columns A–B — unchanged from the planning workbook
- Column C — the Klipfolio group ID for each row
- Zero form fills — the groups panel stayed closed
The group IDs in column C are what the Monday morning user assignment step needs. Having them in the workbook now means the next prompt — adding users to groups — is a straight read of columns C and D.
What If the Data Is Not Quite Ready
Group planning workbooks have gaps. SheetXAI handles them in the same prompt.
When some descriptions are missing
Half the rows have descriptions, the rest are blank.
Create a Klipfolio group for each row. For rows where the description in column B is blank, use the group name from column A as the description. Write the new group ID into column C.
When group names have extra whitespace from copy-paste
The workbook was assembled from multiple sources and some names have leading or trailing spaces.
Before creating groups, trim any leading or trailing spaces from the names in column A. Then create each Klipfolio group and write the new group ID into column C.
When you want to skip placeholder rows
A few rows have "TBD" in column A.
Create Klipfolio groups only for rows where column A is not "TBD." Write the new group ID into column C. Write "SKIPPED" for any TBD row.
When you need to create groups and add initial members in one pass
The planning workbook also has user IDs to add to each group at creation.
Create a Klipfolio group for each row using the name in column A and description in column B. Write the new group ID into column C. Then add the user IDs listed in column D to each newly created group.
The pattern: the workbook defines the org structure, and one prompt builds it.
Try It
Get the 7-day free trial of SheetXAI and open any group planning workbook, then ask it to create all the Klipfolio groups at once. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to bulk-provision Klipfolio users from a workbook or the Klipfolio in Excel overview.