The Scenario
You are a platform admin. Your company just finished a team reorganization. Twenty data sources in Klipfolio need their sharing rights updated to match the new group structure. The permissions matrix is already in a Google Sheet, column A has the data source IDs, column B has the group IDs that should have read access.
Your manager wants it done before end of day. It is 3 PM.
The slow version:
- Open the Klipfolio admin panel
- Navigate to each data source one at a time
- Find the sharing settings
- Add the correct group
- Save
- Repeat 20 times
- Realize you applied the wrong group ID to data source 14 and have to go back
- You leave at 6:30 PM having touched every data source twice.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet that reads the permissions matrix and calls the Klipfolio sharing rights API once per row, so you never have to touch the admin panel.
Open the SheetXAI sidebar and type:
For each row in this sheet, update the Klipfolio data source share rights to grant read access to the group ID in column B for the data source ID in column A. Work through all 20 rows.
SheetXAI iterates through every row, calls the Klipfolio sharing rights API once per data source, and applies the permission. All 20 data sources updated, no panel navigation required.
What You Get
Every data source in the sheet updated with the correct group sharing rights:
- Column A — data source IDs (unchanged)
- Column B — group IDs (unchanged)
- 20 API calls made — one per row, in sequence
- No manual navigation — the admin panel stays closed
If the sheet has a column C for can_edit (true/false), you can include it in the prompt and SheetXAI will apply the edit permission level correctly per row.
What If the Data Is Not Quite Ready
Permissions matrices often have gaps or edge cases. SheetXAI handles them in the same prompt.
When some rows should grant edit access instead of read
The sheet has a can_edit column but you forgot to include it in the original prompt.
For each row in the 'Permissions Matrix' sheet, update the Klipfolio data source share rights. Use the data source ID from column A, the user or group ID from column B, and the can_edit flag from column C — true means edit access, false means read only.
When you need to revoke access from a removed group before granting new access
The reorg moved users out of old groups. Some data sources still have stale group permissions.
For each row in this sheet, first remove all existing group sharing rights from the Klipfolio data source in column A. Then grant read access to the group ID in column B. Write "UPDATED" in column C when done.
When some data source IDs are placeholders waiting on the BI team
A few rows in the matrix have "TBD" in column A because the data sources haven't been created yet.
Skip any row where column A contains "TBD." For all other rows, apply the sharing rights update using the data source ID in column A and the group ID in column B. Write the result into column C: "APPLIED" or "SKIPPED."
When you need to apply the permissions, confirm each one, and log the timestamp
The compliance team wants an audit trail of when each permission was applied.
For each row in the 'Permissions Matrix' sheet, grant read access to the group in column B for the data source in column A. After each successful update, write the current timestamp into column C. If a row fails, write the error message into column C instead.
The pattern: the sheet is the authoritative permissions record, and one prompt applies it all.
Try It
Get the 7-day free trial of SheetXAI and open any permissions matrix sheet, then ask it to apply all the Klipfolio sharing rights at once. The Klipfolio integration is included in every SheetXAI plan. For related workflows, see how to bulk-create Klipfolio data sources from a sheet or the Klipfolio in Google Sheets overview.