The Scenario
You are a security administrator. Your company's annual vendor security review is due next week, and the questionnaire includes a line item: "Provide a complete list of all users with access to your BI platform, including their roles and group memberships."
Your Klipfolio account has 25 users. Their roles are in one section of the admin panel, their group memberships in another. You have three days to produce a clean sheet the compliance team can submit.
The slow version of the next three days:
- Open the Users section, read each email and role
- Open the Groups section, find which users are in which group
- Try to match them up in a spreadsheet manually
- Realize five users appear in multiple groups and you have to decide how to represent that
- You submit an incomplete user list on Friday 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 spreadsheet that calls the Klipfolio user and group APIs and joins the results, so you do not have to navigate two admin panel sections and reconcile them by hand.
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. Then fetch each user's group memberships and write the group names as a comma-separated list into column D.
SheetXAI calls the users API, calls the groups API, joins them by user ID, and writes all 25 rows with four columns populated. The compliance sheet is ready.
What You Get
A complete user access roster, 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 in SheetXAI, not in your spreadsheet. You do not write a VLOOKUP to connect roles to users. SheetXAI calls both endpoints, matches on user ID, and writes the merged row.
If the compliance team wants the output sorted by role and then alphabetically by email, add that instruction 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 some users have never logged in
The audit requires you to flag dormant accounts, not just list them.
List all Klipfolio users with email, last login, roles, and groups. 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 instead of per user
Some questionnaires want the data pivoted differently.
For each Klipfolio user, write one row per assigned role rather than one row per user. Columns: email in column A, role name in column B, group memberships in column C.
When you need to exclude service accounts
Some accounts are used by integrations, not humans, and the compliance team only wants human users.
List all Klipfolio users. Exclude any user 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 full picture: user list, dormant flags, role summary, and a cover note
The compliance submission requires the user table plus a one-paragraph attestation summary.
Pull all Klipfolio users and write email, last login, roles, and groups into columns A through D. Flag dormant accounts in column E. Then, in cell A1 of a second tab called 'Summary', write a paragraph stating the total user count, the count of dormant accounts, and the count of users with admin roles.
The pattern: one prompt describes the complete audit output, SheetXAI handles the API calls and the joins.
Try It
Get the 7-day free trial of SheetXAI and open a blank sheet, 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 Google Sheets overview.