Klipfolio StrawberrySomeone still has to update datasource. It does not have to be you
Klipfolio exposes 3 operations and a companion can work all of them: update a datasource, delete a datasource and create a datasource. Anything that changes a record waits for your click.
Open the datasource. Check it against something else. Write the change. Move to the next one. That is the Klipfolio afternoon nobody can hand off, and a companion does the whole pass and gives you back the batch, with nothing landing on a datasource until you approve it.
What it can do is exactly what Klipfolio exposes to an account you authorise and nothing beyond it: 3 operations, no reads and 3 writes. In practice that means it can update a datasource, delete a datasource and create a datasource.
The Klipfolio API stops at Klipfolio. A companion does not. The same run opens the customer's website, the supplier portal, the internal tool somebody built in 2019, because it is working the browser you are already signed into rather than calling in from outside it.
Which Klipfolio datasources does a companion see?
In the tab.
Klipfolio exposes no read operation to a connected account, so a companion opens Klipfolio in the session you are already signed into and reads the screens you would.
The datasources are what most of this inventory is about, alongside the datasources. A companion can hold all 3 of these operations and forty open tabs in the same pass, which is how an afternoon of Klipfolio admin becomes a queue you review.
Can it change a datasource without asking?
All 3 write operations wait for you.
A companion can update a datasource, delete a datasource and create a datasource, and each one is staged on an approval card first: you see the datasource, the field and the new value before it lands in Klipfolio.
Nothing in Klipfolio is sent, changed or deleted on your behalf without that click, and a rejected card leaves the datasource exactly as it was. The gate is the same one on every surface, described at security.
- Update Datasource
- Delete Datasource
- Create Datasource
Does the datasource sweep have to be asked for every time?
Yes.
Saved as a routine, the Klipfolio datasources pass runs at the hour you pick: the Monday sweep, the overnight refresh, the Friday check. Keep Awake holds the machine awake for the length of a run, so a scheduled pass finishes with the lid closed.
The research and analysis playbook catalogues the other recurring shapes of the reporting, the Klipfolio datasources sweep among them, and finished runs are published at real runs.
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