The Scenario
You are a compliance officer. A vendor security questionnaire asks for a complete list of all roles defined in your BI platform with their associated permissions. One row per permission, role name in column A, permission key in column B.
Your Klipfolio account has multiple roles with distinct permission sets. The questionnaire is due in 48 hours and you need it in an Excel workbook.
The slow version:
- Open the Klipfolio roles admin panel
- Click into each role one at a time
- Read the list of permissions from the detail view
- Type each permission as its own row in the workbook
- Realize role 4 had 10 permissions and you missed the last three
- You submit an incomplete matrix and send a corrected version the next morning.
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 Klipfolio roles API and writes the full permission matrix, so you never have to click through the admin panel.
Open the SheetXAI sidebar and type:
Fetch all Klipfolio roles and their permissions. Write one row per permission into this workbook with role name in column A and permission key in column B, so the workbook can be filtered by role or permission type.
SheetXAI calls the roles API, expands each role's permission set into individual rows, and writes the full matrix. If a role has 10 permissions, it gets 10 rows.
What You Get
A complete role-permission matrix in the workbook:
- Column A — role name (repeated for each permission in that role)
- Column B — one permission key per row
The matrix is Excel-filter-ready immediately. Filter column A to see every permission for a specific role. Filter column B to find which roles have a specific permission. Both are instant.
If the questionnaire wants a condensed format instead, change the instruction and SheetXAI writes all permissions for a role into a comma-separated list in column B.
What If the Data Is Not Quite Ready
Compliance questionnaires have specific formatting requirements. SheetXAI adapts in the same prompt.
When the questionnaire wants condensed format instead of one row per permission
The security team wants each role on one row with all permissions listed together.
List all Klipfolio roles and for each role write the role name in column A and all assigned permissions as a comma-separated list in column B.
When you need plain English descriptions alongside permission keys
The questionnaire reviewer is not familiar with API permission codes.
Fetch all Klipfolio roles and their permissions. For each permission write the role name in column A, the permission key in column B, and a plain English description of what the permission allows in column C.
When the compliance form requires alphabetical ordering
The submission tool validates that the file is sorted alphabetically by role name.
Fetch all Klipfolio roles and permissions. Write one row per permission with role in column A and permission in column B. Sort alphabetically by column A, then alphabetically by column B within each role.
When you need the matrix plus a summary count and a cover paragraph
The questionnaire wants the data table and a one-paragraph attestation.
Fetch all Klipfolio roles and permissions. Write the full matrix into the 'Role Permissions' tab, one row per permission. Then in cell A1 of the 'Summary' tab write a paragraph stating the total number of roles, the total number of unique permissions, and confirming the list is complete as of today.
The pattern: the compliance output shape goes in the prompt, SheetXAI handles the API calls and formatting.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to pull your Klipfolio role-permission matrix. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to export your user access roster or the Klipfolio in Excel overview.