Data & analytics
Klipfolio for your Agent
Flow can query and read your data in Klipfolio and use it in its answers, tables and charts.
It asks for your approval before it changes anything in Klipfolio. Connect with an API key from your Klipfolio account.
Connect Klipfolio in three steps
01
Connect an account
In Tendersight, open Settings, then Integrations, and connect Klipfolio.
02
Choose what the Agent may do
Choose the Agent’s access: Read only, Read and write, or Disabled.
03
Ask, or let an event start the work
Ask Flow, or have it set up an event trigger for Klipfolio.
What Flow can do depends on what Klipfolio offers through its API and on the access you choose.
Things to ask
Type these to Flow once Klipfolio is connected.
- Klipfolio
Pull last year’s revenue by region from Klipfolio and chart it for the financial section.
- Klipfolio
Check Klipfolio for the reference projects we delivered in Austria since 2022.
About Klipfolio
Klipfolio is a cloud-based business intelligence platform for creating real-time dashboards and reports. It helps teams monitor metrics, visualize trends, and share analytics effortlessly.
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