AI agents for Klipfolio
A Monmo agent works in Klipfolio like the dashboard builder your team leans on. It works out why a Klip shows no data, writes and explains formulas, checks that data sources refreshed, plans new dashboards and adds a written summary for people who only glance at the screen. It uses your own Klipfolio login and asks before it edits a Klip, a data source or a dashboard.
Updated 2026-11-13 · Free to start. Paid plans from $15 a month.
What agents do in Klipfolio
Fix a Klip that shows no data
It opens the Klip, reads the formula and the data source behind it, and finds whether the refresh failed, a column was renamed or a filter excludes everything, then proposes the fix.
AskThe Monthly Recurring Revenue Klip has been blank since Tuesday. Find out why and propose a fix.
Write and explain a formula
Describe the result, such as revenue grouped by month with refunds removed, and it writes the Klip formula, explains each step and checks the output against the raw rows.
AskWrite a formula that groups orders by month, subtracts refunds and shows the change on last month.
Check data source refreshes
Each weekday at 7 it lists data sources that did not refresh on schedule, the error each one returned and the dashboards that depend on them, so the morning screen is not quietly stale.
AskAt 7 each weekday, list Klipfolio data sources that failed to refresh and which dashboards they feed.
Plan a dashboard for a new client
From a short brief it proposes the Klips, the data sources each needs and the layout, then builds the dashboard once you approve, starting from a copy of a board you already use.
AskPlan a client dashboard for a dental group using Google Ads, Google Analytics and their booking sheet.
Write the summary under the screen
On Friday afternoon it reads the office dashboard and drafts a short weekly summary for Slack or email, naming the Klip behind each figure so anyone can check it.
AskEvery Friday at 4, summarise the Sales TV dashboard in five lines for #sales. Ask before posting.
Map which logins feed which dashboards
It builds a list in Google Sheets of every data source, the service account or person whose login it uses and the dashboards that depend on it, which makes handovers far less painful.
AskList every Klipfolio data source, whose credentials it uses and which dashboards break if they leave.
Define a metric before building it
Before a new metric goes on a screen, it writes the definition, the source, the filters and the goal in plain words, so sales and finance agree on what the number means.
AskWrite a one-paragraph definition of qualified pipeline for the Klipfolio metric, with sources and filters.
How it connects
- 1You connect your own Klipfolio account once, with your sign-in or an API key from your Klipfolio profile. The agent sees the dashboards, Klips and data sources shared with that user, and nothing in client accounts you cannot open.
- 2You choose which agents may use Klipfolio. A reporting or marketing agent works there; an assistant who handles travel and email does not need it.
- 3Reading Klips, formulas and refresh history and drafting summaries need no approval. Editing a Klip or formula, changing a data source, refreshing it, or creating, sharing or deleting a dashboard asks first.
More in Analytics and data
Other apps of this kind that agents work in, each with its own page.
Questions people ask
Can an AI agent fix a Klipfolio Klip that shows no data?
Usually it can find the cause and prepare the fix. A Monmo AI agent reads the Klip's formula, the data source and its last refresh, and checks for renamed columns, expired logins and filters that exclude everything. It shows you the cause and the proposed change, and edits the Klip only after you allow it.
Can it help with Klipfolio formulas?
Yes. Describe the number you want and it writes the formula, explains what each part does and tests the result against the raw data rows. It can also read an existing formula someone else wrote and explain it in plain words before you change it.
Does it work with Klipfolio PowerMetrics as well as Klips?
It works with whichever Klipfolio account you connect. It reads metrics, dashboards and data sources through the Klipfolio connection, or in its own browser when the connection does not cover something. Defining and checking metrics in plain words is useful in either product.
Will the agent change client dashboards without asking?
No. Opening, reading and analysing a dashboard change nothing, so it does those directly. Editing a Klip, changing a data source, sharing a dashboard with a client or deleting anything shows a card first that names the dashboard and the change. You can approve, edit or decline it.