Klipfolio, worked by an AI employee
Not another app for your team to learn, and not a set of rules for you to build. You hire an AI employee, you give it access to your Klipfolio account, and you ask it for things in Slack or Teams the way you would ask anyone else on the team. There is nothing to map and nothing to maintain.
- Business Intelligence
- Connects with a key
- 11 ready-made tools
- Asked in Slack or Teams
An illustration of how the conversation reads, not a transcript from a client account.
What Klipfolio is
Klipfolio is a cloud-based business intelligence platform that enables users to create and share real-time dashboards and reports.
You paste in a key from your own Klipfolio account. It is kept encrypted, and you can withdraw it from inside Klipfolio whenever you like.
One message in, the work done in Klipfolio.
- 01
You ask
You message your AI employee in the chat your team already has open, in one sentence, in your own words.
- 02
It works out the step
It decides what the job needs in Klipfolio. You do not pick anything from a menu or wire anything together.
- 03
It does the work
Signed in to your own Klipfolio account, inside the access you granted it, doing the thing you asked for.
- 04
It reports back
It tells you what it did, in the same thread. If it could not do something, it says so rather than guessing.
What it can do in Klipfolio
These are the ready-made tools your AI employee already has in Klipfolio. It is not limited to them, but it never has to be taught these.
- Append Data to Data SourceThis tool appends plain-text or csv data to an existing data source in klipfolio. it requires two parameters: 'data' which contains the data in plain-text or csv format, and 'data
- Create Data SourceThis tool creates a new data source in klipfolio. it uses the post /datasources endpoint to add a data source with required parameters (name, format, connector, endpointurl) and op
- Create Tab (Dashboard)This tool creates a new tab (dashboard) in klipfolio. a tab serves as a container for organizing and displaying klips (data visualizations) in a meaningful way. the tool allows use
- Delete Data SourceThis tool permanently removes a specified data source from the klipfolio account. this operation is destructive and cannot be undone. the data source must not be currently in use,
- Get Dashboard DetailsThis tool retrieves detailed information about a specific dashboard (formerly known as tab) in klipfolio. it allows users to obtain comprehensive information including properties,
- Get Data Source Instance DetailsThis tool retrieves detailed information about a specific data source instance in klipfolio. it can return data in either json or csv format depending on the data source type.
- Get KlipsThis tool retrieves a list of all klips accessible to the authenticated user. klips are visualization components in klipfolio that display data in various formats like charts, tabl
- Get User ProfileThis tool is used to retrieve the authenticated user's profile information and test the authentication status. it verifies api connectivity and access permissions by returning prof
- List All Data SourcesThis tool retrieves a list of all data sources associated with an authenticated klipfolio account. it supports optional query parameters for pagination (limit and offset) and filte
- Refresh Multiple Data SourcesThis tool allows users to refresh multiple data sources in klipfolio simultaneously. it queues the specified data sources for refresh, updating their data from their respective sou
- Update Data SourceThis tool allows you to replace/update the data in an existing klipfolio data source. it completely replaces the existing data with new data in the specified data source. the tool
You stay the boss of your Klipfolio account.
Nothing connects until you approve it. You grant access one app at a time, you can take it back the same way, and everything your AI employee does in there is written down where you can see it.
How we handle your data- It signs in to your own Klipfolio account. You are not moving anything into ours.
- You grant access one app at a time, and you can take it back the same way.
- Everything it does in Klipfolio is written down, with what it did and when.
- Anything you tell it to check with you first, it checks with you first.
It works in Klipfolio and the rest of your software in the same job
A real job rarely stays in one place. Reading a message in one app, checking a record in another and writing the result in a third is one request to your AI employee, not three.
Questions people ask about Klipfolio
- Can an AI employee really work inside Klipfolio?
- Yes. It signs in to your own Klipfolio account and works in it the way a new hire would, from the chat your team already has open. Nobody installs anything, and nobody learns a new screen.
- Do I have to move anything out of Klipfolio?
- No. Nothing moves and nothing is replaced. Your records stay in Klipfolio, your team carries on in the same screens they used yesterday, and your AI employee works alongside them in there.
- How does it get into my Klipfolio account?
- You paste in a key from your own Klipfolio account. It is kept encrypted, and you can withdraw it from inside Klipfolio whenever you like. You approve it before anything connects, and you can take the access back the same way you gave it.
- What can it actually do in Klipfolio?
- It has 11 ready-made tools in Klipfolio today, among them Append Data to Data Source, Create Data Source and Create Tab (Dashboard). The full list is on this page. It is not limited to those, but it never has to be taught them.
- Can it use Klipfolio and the rest of my software in the same job?
- Yes, and that is usually the point. Reading a message in one app, checking a record in Klipfolio and writing the result somewhere else is one request to your AI employee, not three separate ones you stitch together.
- Who decides what it is allowed to do in Klipfolio?
- You do. You grant access one app at a time and can withdraw it at any time, anything you ask it to check with you first it checks with you first, and everything it does in Klipfolio is written down with what it did and when.