The Scenario
You are an analytics team lead at a SaaS company. Your Klipfolio workspace has 50 dashboards built up over three years, shared with different teams, some public, some restricted to specific groups. The VP of Analytics wants to restructure the workspace before the new fiscal year and asked you for a complete catalog: every dashboard, its name, who can see it, and what its current access setting is.
The restructuring kickoff is in five days.
The slow version:
- Open the Klipfolio dashboards panel
- Click into each dashboard to read its visibility settings and group access
- Type each row into a Google Sheet
- Lose track of where you are around dashboard 30
- 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 spreadsheet 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 sheet. 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 sheet:
- Column A — dashboard ID
- Column B — dashboard name
- Column C — visibility settings (public, restricted, group-specific)
Fifty rows, three columns, five minutes. No admin panel, no scrolling, no losing your place.
From there, the VP can sort by visibility setting to see all public dashboards at once, or filter to find dashboards that are restricted to specific groups. Both are instant operations on the sheet.
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 which groups each dashboard is shared with
The restructuring plan requires knowing the current group access before reassigning it.
Retrieve all Klipfolio dashboards and write ID, name, and visibility into 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 dashboards with no group access
Some dashboards are visible to nobody because they were set up and never shared.
Retrieve all Klipfolio dashboards with ID, name, and visibility in columns A, B, and C. In column D, flag any dashboard with no group access and no public visibility as "UNSHARED — review before restructuring."
When you need dashboards sorted by how recently they were accessed
The restructuring 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 into column D. Sort the rows by column D descending so the most recently accessed dashboards appear at the top.
When you need the full catalog plus a restructuring recommendation per dashboard
The VP wants the data table and a recommendation column based on usage and access patterns.
Retrieve all Klipfolio dashboards with ID, name, visibility, and last accessed date in columns A through D. In column E, write a one-sentence restructuring 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 sheet, 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 Google Sheets overview.