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 pointing to a different endpoint, with different connector types, different refresh schedules, some stale, some refreshing every five minutes.
The project lead wants a spreadsheet, everything in one place, 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, refresh interval, and endpoint from the detail view
- Type each row into a Google Sheet
- Realize partway through that you missed the refresh interval on sources 12 through 18 and have to go back
- You hand in an incomplete sheet 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 spreadsheet that reads Klipfolio's API and writes the data directly into the sheet, 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' sheet. In column E, flag any source with a refresh interval greater than 24 hours or with a null interval as STALE CANDIDATE. Leave the cell blank for anything refreshing more frequently.
SheetXAI calls the Klipfolio data sources API, iterates through every source in the account, writes all forty rows, and applies the stale flag logic in column E. The sheet fills itself.
What You Get
A complete data source inventory in one sheet:
- 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 anything with a null or >24h interval, 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 sheet is complete and annotated in one pass.
Want to go further? Ask SheetXAI to sort by refresh interval ascending so the slowest sources sit at the top, or to add a sixth column showing the last time each source was updated. Both are one more sentence in the same prompt.
What If the Data Is Not Quite Ready
Real data source inventories have gaps. SheetXAI handles annotation and cleanup in the same prompt.
When the connector type names are inconsistent
Some sources were set up by different team members and the connector type field has three different spellings of "REST API."
After pulling all Klipfolio data sources into columns A through D, normalize the connector type in column C so that all REST API variants use the canonical label "REST API." Then apply the stale flag in column E.
When you need a count summary at the bottom
The migration project lead wants to know how many sources fall into each connector category without running their own pivot.
After writing all data sources into columns A through D, add a summary block below the last row with a count of sources per connector type and a total count of STALE CANDIDATEs.
When you only want sources that are actually active
Some data sources were decommissioned but never deleted. You do not want them in the audit.
Pull all Klipfolio data sources but skip any source 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 human-readable summary all in one pass
The migration vendor wants a plain-English 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" depending on the interval. Flag any null-interval source as PRIORITY REVIEW in column E.
The pattern: instead of pulling the data and annotating it in two separate steps, you describe the full output shape in one prompt. SheetXAI does the API call, the flag logic, and the annotation in one pass.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, 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 or the Klipfolio in Google Sheets overview.