Workflow Automation
Connect Klipfolio to Your AI Agents
Enable your Wkil agents to read dashboard data, refresh data sources, and manage access in Klipfolio.
Authentication: API key
What you can do
- Read live dashboard and data source data
- Refresh and manage data sources
- Manage users, groups, and access roles
Available capabilities may vary by authentication and workspace configuration.
Actions supported by the connector
Get Klips
List the Klips (dashboard widgets) accessible to the user.
Get Data Source Instance Data
Retrieve the live data from a specific data source instance.
Refresh Data Source Instance
Manually refresh a data source instance.
Create Data Source
Create a new data source to feed dashboards.
Get Dashboard Details
Retrieve detailed information about a specific dashboard.
Practical agent use cases
- An agent pulls the latest numbers from a Klip to include in a status report.
- An agent triggers a manual refresh of a data source before a scheduled review.
How it works with Wkil
- 1Choose the integrationAdd Klipfolio to your agent from inside the Wkil platform.
- 2Grant the permissions it needsDefine precisely what the agent can access and perform.
- 3Test, then run itTest actions before they go live, with human approval where needed.
Permissions always stay in your control — you can scope access and require human approval before any sensitive action.
FAQ
Can an agent build a new dashboard from scratch?
It can create and manage data sources feeding dashboards; dashboard layout itself is configured in Klipfolio.