The Scenario
You are an analytics team lead. Your Klipfolio workspace has 50 dashboards built over three years, shared with different teams at different access levels. The VP of Analytics wants a complete catalog before the fiscal year restructuring: every dashboard, its name, and its current access settings.
The restructuring kickoff is in five days.
The slow version:
- Open the Klipfolio dashboards panel
- Click into each dashboard to read its visibility and group settings
- Type each row into an Excel workbook
- Lose track around dashboard 32
- You present an incomplete catalog at the kickoff meeting and get sent back to finish it.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that calls the Klipfolio dashboard API and writes the full catalog, so you never have to navigate the dashboards panel.
Open the SheetXAI sidebar and type:
Retrieve all Klipfolio dashboards and write each dashboard's ID, name, and visibility settings into columns A, B, and C of this workbook. Add one row per dashboard.
SheetXAI calls the Klipfolio dashboards API, iterates through all 50 dashboards, and writes every row. The catalog is done before lunch.
What You Get
A complete dashboard catalog in the workbook:
- Column A — dashboard ID
- Column B — dashboard name
- Column C — visibility settings
Fifty rows, three columns, no admin panel. The VP can sort column C to see all public dashboards, or filter to find restricted ones. Both operations are instant in Excel.
What If the Data Is Not Quite Ready
Dashboard catalogs need annotation for restructuring work. SheetXAI handles it in the same prompt.
When you need to include group access settings
The restructuring plan requires knowing current group sharing before changing it.
Retrieve all Klipfolio dashboards with ID, name, and visibility in columns A, B, and C. For each dashboard, fetch its group access settings and write the group names as a comma-separated list in column D.
When you need to flag unshared dashboards
Some dashboards are visible to nobody and should be reviewed before the restructuring.
Retrieve all Klipfolio dashboards with ID, name, and visibility in columns A, B, and C. Flag any dashboard with no group access and no public visibility as "UNSHARED — review before restructuring" in column D.
When you need dashboards sorted by last accessed date
The team wants to prioritize active dashboards and archive old ones.
Retrieve all Klipfolio dashboards with ID, name, and visibility. Also fetch the last accessed date for each dashboard and write it in column D. Sort by column D descending so recently accessed dashboards appear at the top.
When you need the catalog plus a restructuring recommendation per dashboard
The VP wants the data table and a recommendation column.
Retrieve all Klipfolio dashboards with ID, name, visibility, and last accessed date in columns A through D. In column E write a one-sentence recommendation: "Keep and share broadly" for recently accessed public dashboards, "Review access before restructuring" for restricted dashboards, and "Consider archiving" for dashboards not accessed in 90+ days.
The pattern: one prompt produces the catalog and the annotation layer the restructuring team needs.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to pull your full Klipfolio dashboard catalog. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to export your Klip inventory or the Klipfolio in Excel overview.