The Scenario
You are a BI manager. Your company is migrating off Klipfolio at the end of the quarter. Forty data sources are connected, each with a different connector type and refresh schedule, some stale, some refreshing every five minutes.
The project lead wants the full inventory in an Excel workbook before any API credentials get rotated. You have until 5 PM Friday.
The slow version of this project:
- Open the Klipfolio admin panel
- Click into each data source one at a time
- Read the connector type and refresh interval from the detail view
- Type each row into an Excel workbook
- Realize you missed the refresh interval on sources 12 through 18 and have to start over from source 12
- You hand in an incomplete workbook on Monday morning because the migration timeline slips anyway.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Excel workbook that reads Klipfolio's API and writes the inventory directly into the workbook, so you never have to navigate the admin panel row by row.
Open the SheetXAI sidebar and type:
List all data sources in Klipfolio and write each source's name, format, connector type, and refresh interval into columns A through D of the 'Data Source Audit' tab. In column E, flag any source with a refresh interval greater than 24 hours or with a null interval as STALE CANDIDATE.
SheetXAI calls the Klipfolio API, iterates through all forty sources, writes every row, and applies the stale flag in column E. The tab fills itself while you do something else.
What You Get
A complete data source inventory in one tab:
- Column A — data source name
- Column B — format (CSV, REST, etc.)
- Column C — connector type
- Column D — refresh interval in seconds
- Column E — "STALE CANDIDATE" for null or >24h intervals, blank otherwise
The stale flag logic runs inline. You do not compute it afterward in a formula. SheetXAI evaluates each row as it writes it, which means the audit workbook is complete and annotated in one pass.
Want the slowest sources sorted to the top? Add "sort by refresh interval ascending" to the same prompt. Want a count of stale sources in a summary cell? Same prompt, one more sentence.
What If the Data Is Not Quite Ready
Real data source inventories have gaps and inconsistencies. SheetXAI handles annotation and cleanup in the same prompt.
When connector type names are inconsistent
Different team members set up different sources with slightly different connector type labels.
After pulling all Klipfolio data sources into columns A through D, normalize the connector type in column C so all REST API variants use the label "REST API." Then apply the stale flag in column E.
When you need a count summary below the data
The project lead wants to know how many sources fall into each connector category.
After writing all data sources into columns A through D, add a summary block below the last row in the Data Source Audit tab with a count of sources per connector type and a total STALE CANDIDATE count.
When you want to exclude decommissioned sources
Some data sources were never deleted but are clearly retired.
Pull all Klipfolio data sources but skip any with the word "deprecated" or "old" in the name. Write the remaining sources into columns A through D and apply the stale flag in column E.
When you need refresh interval, stale flag, and a plain-English note all in one pass
The migration vendor wants a human-readable status note per source, not just a flag.
List all Klipfolio data sources. Write name into column A, connector type into column B, refresh interval in seconds into column C. In column D write a one-sentence plain English status: "Refreshes every X minutes, healthy" or "No refresh schedule set, review before migration." Flag null-interval sources as PRIORITY REVIEW in column E.
The pattern: instead of pulling the data and annotating it separately, describe the full output shape in one prompt.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook tab, then ask it to pull your Klipfolio data source inventory. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to push updated data back into a Klipfolio source in Excel or the Klipfolio in Excel overview.