The Scenario
You are a compliance officer. Your company is responding to a vendor security questionnaire and one section asks: "List all roles defined in your BI platform and the permissions associated with each."
Your Klipfolio account has multiple roles, each with a distinct set of permissions. The questionnaire wants a spreadsheet, one row per permission, role name in column A, permission key in column B. You have 48 hours to submit.
The slow version:
- Open the Klipfolio roles admin panel
- Click into each role one at a time
- Read the list of assigned permissions from the detail view
- Type each permission into a row in the sheet
- Realize role 3 had 12 permissions and you missed the last two
- You submit an incomplete matrix and have to send a corrected version the next day.
The fast version is one prompt.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your spreadsheet 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 sheet with role name in column A and permission key in column B, so the sheet can be filtered by role or by permission type.
SheetXAI calls the roles API, iterates through every role, expands each role's permission set into individual rows, and writes the matrix. If a role has 12 permissions, it gets 12 rows.
What You Get
A complete role-permission matrix in the sheet:
- Column A — role name (repeated across all rows for that role)
- Column B — one permission key per row
The matrix is filter-ready from the moment it lands. You can filter column A to see all permissions for a specific role, or filter column B to see which roles have a specific permission. Both queries that would take multiple clicks in the Klipfolio UI are instant Excel operations on this sheet.
If the questionnaire wants a summary format instead (role name in column A, all permissions as a comma-separated list in column B), swap the instruction in the prompt and SheetXAI writes the condensed version.
What If the Data Is Not Quite Ready
Compliance questionnaires have specific formatting requirements. SheetXAI adapts in the same prompt.
When the questionnaire wants a condensed format instead of one row per permission
The security team wants each role on one row, with all its permissions listed together.
List all Klipfolio roles and for each role write the role name into column A and all assigned permissions as a comma-separated list into column B.
When you need to add a human-readable permission description alongside each key
The permission keys are machine-readable codes. The questionnaire reviewer wants plain English.
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 roles sorted alphabetically
The questionnaire submission tool validates the file format and expects alphabetical ordering.
Fetch all Klipfolio roles and permissions. Write one row per permission with role name in column A and permission key in column B. Sort the rows alphabetically by column A (role name) and then alphabetically by column B (permission key) within each role.
When you need the role-permission matrix plus a summary count and a cover note
The questionnaire wants the data table and a one-paragraph attestation that the list is complete.
Fetch all Klipfolio roles and their permissions. Write the full matrix into the 'Role Permissions' sheet, one row per permission, role in column A, permission in column B. Then in cell A1 of the 'Summary' sheet, write a paragraph stating the total number of roles, the total number of unique permissions across all roles, 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 the formatting.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, 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 Google Sheets overview.