The Scenario
You are a security administrator. Your company's vendor security questionnaire is due next week and it asks for a complete list of all BI platform users with roles and group memberships.
Your Klipfolio account has 25 users. Their roles live in one section of the admin panel, their group memberships in another. You have three days and an Excel workbook where the compliance team wants the data.
The slow version:
- Open the Klipfolio Users section, read each email and role
- Open the Groups section, find which users are in which group
- Try to join them by hand in Excel
- Realize six users are in multiple groups and you have to decide how to represent that
- You submit an incomplete user list Friday afternoon because the group memberships took longer than expected.
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 user and group APIs and joins the results directly into the workbook.
Open the SheetXAI sidebar and type:
List all users in Klipfolio and for each user write their email, last login timestamp, and assigned role names into columns A, B, and C of the Users tab. Then fetch each user's group memberships and write the group names as a comma-separated list in column D.
SheetXAI calls both APIs, joins the results by user ID, and writes all 25 rows with four columns populated. The compliance workbook is ready.
What You Get
A complete user access roster in the Users tab, one row per user:
- Column A — email address
- Column B — last login timestamp
- Column C — assigned role names (comma-separated if multiple)
- Column D — group memberships (comma-separated if in multiple groups)
The join happens inside SheetXAI, not in your workbook. You do not write a VLOOKUP. SheetXAI calls both endpoints, matches on user ID, and writes the merged row.
If the compliance form wants the rows sorted by role and then by email, add that to the same prompt.
What If the Data Is Not Quite Ready
Access audits rarely go cleanly. SheetXAI handles edge cases in the same prompt.
When you need to flag dormant accounts
The questionnaire requires you to identify accounts inactive for more than 90 days.
List all Klipfolio users with email, last login, roles, and groups in the Users tab. In column E, flag any user whose last login is more than 90 days ago as "DORMANT REVIEW" and any user with a null last login as "NEVER LOGGED IN."
When the compliance form wants one row per role
The questionnaire format wants each role on its own row, not consolidated.
For each Klipfolio user, write one row per assigned role into the Users tab: email in column A, role name in column B, group memberships in column C.
When you need to exclude service accounts
The compliance review only covers human users, not integration accounts.
List all Klipfolio users in the Users tab. Exclude any account whose email ends in @service.klipfolio.com or contains the word "integration." Write the remaining users into columns A through D with email, last login, roles, and groups.
When you need the user table, dormant flags, role summary, and a cover paragraph all in one workbook
The compliance submission needs data plus a summary attestation.
Pull all Klipfolio users into the Users tab with email, last login, roles, and groups. Flag dormant accounts in column E. In the Summary tab, write a paragraph stating the total user count, count of dormant accounts, and count of users with admin roles.
The pattern: one prompt, the complete audit package.
Try It
Get the 7-day free trial of SheetXAI and open a blank workbook, then ask it to pull your Klipfolio user roster with roles and groups. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to export your role-permission matrix or the Klipfolio in Excel overview.