Patricia works your Klipfolio.
Ask her in Slack. She reads the dashboard, pulls the Klip that matters, and answers where the client stands instead of sending you a dashboard link.
@Pati Fernbrook review in an hour. Read their dashboard and tell me where spend and results landed this week.
Read the Fernbrook dashboard. Here is the week:
- Spend at 12,400 dollars, on plan for the month
- Leads at 214, cost per lead 58 dollars, down from 64 last week
- Return on ad spend at 3.4x on the dashboard's blended Klip
Good. Which channel is dragging the blended number down?
Checked the per-channel Klips. Search is carrying it at 4.1x return; display is the drag at 1.9x on 2,100 dollars of spend. I pulled the channel split into Brightside's report format so you can walk the client through where to shift budget.
Patricia + Klipfolio
What she does in Klipfolio.
Real actions she takes on your say-so, not a list of API endpoints.
Read the live dashboard for you
She opens the dashboard you connect and pulls the current numbers into the channel, so you walk into a review knowing where things stand instead of loading it live in front of the client.
Pull the Klip that matters
The specific visualization someone is asking about, read and answered in a sentence, so a question about return on ad spend does not turn into a screen-share.
Get the number behind the chart
She reads the data a Klip is built on, so when a client asks what is inside a metric you have the underlying figure, not just the picture of it.
Trace a metric to its source
She reads the data sources feeding a dashboard and their values, so a number in a review traces back to where it came from instead of being taken on faith.
Know who sees which dashboard
She reads the groups, users, and default dashboards set up in the account, so before you share a client review you know exactly who is looking at it.
Feed the client report
The dashboard numbers, the channel split, and the week's movement, written into the client report in your agency's format, no dashboard tour required.
Say it like you'd say it
Things to ask her on day one.
Read Fernbrook's dashboard and tell me where spend and results landed this week
What's the return on ad spend on Fernbrook's blended Klip right now?
Which channel is dragging Fernbrook's blended number down?
Which data sources feed the Fernbrook dashboard?
Pull the Fernbrook channel split into our report format
Better together
Klipfolio is one hand. Give her the other.
Patricia's value compounds when the whole workflow lives with her, not just one tool.
Setup
Klipfolio, connected in minutes.
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Today at 9:00 AM
Connect Klipfolio
One approval reaches the dashboards you manage. She gets only the access you approve, and you can disconnect her anytime.
Klipfolio connected
Ask
Mention @Pati with the question. She reads the dashboard and comes back with the answer, not a link.
@Pati Read Fernbrook's dashboard and tell me where spend and results landed this week
On it.
FAQ
Klipfolio questions, answered.
What can Patricia actually do in Klipfolio?
She reads dashboards and the Klips on them, the data behind those Klips, the data sources feeding a dashboard and their values, and the groups and users set up in the account. In practice: she reads the live dashboard for you and turns it into an answer and a report.
Does she act without asking?
The way an agency uses her here, she reads. She pulls the live numbers and reports back, and she does not delete a data source or rebuild a dashboard on her own, so nothing changes underneath the client while she works.
Which Klipfolio plan do we need?
Any plan with API access works. She connects with the access you approve, the same way other approved tools do, and only sees the dashboards you connect.
We keep a dashboard per client. Does that stay separate?
Yes, that is the setup she expects at an agency. Add the dashboards you want her in and each client's numbers stay walled off from the rest.
What does the Klipfolio integration cost?
Nothing extra. Every integration is included, on every plan.
One of 1,000+ integrations. Browse the full directory
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.