Help center
Getting started
From zero to your first AI-written client report in under an hour.
Set up your organization
- 1Sign up at /signup with your agency or company name — this creates your organization and makes you its owner.
- 2Complete the workspace wizard for your first client: name, industry, monthly budget, target ROAS and KPIs. The AI uses all of this as context.
- 3You can rename the organization any time from Settings → General.
Invite your team
- 1Go to Settings → Team and enter a teammate's email.
- 2Choose a role: Admins see every client workspace; Members only see workspaces they're granted.
- 3Your teammate receives an invite link, sets a password, and lands in the organization automatically.
Connect Meta, Google and TikTok
- 1Open a client workspace and go to Connections.
- 2Click the platform, sign in with an account that has access to the client's ad accounts, and approve the OAuth request.
- 3Pick the specific ad account(s) that belong to this client — data starts syncing within minutes, with history backfilling over the first day.
- 4Connection health is monitored automatically; you'll be warned before a token expires.
Connect Shopify / WooCommerce and GA4
- 1In the same Connections screen, choose Shopify (or WooCommerce) and authorize the store — revenue, orders and product data flow into the dashboard next to ad spend.
- 2Connect GA4 to add site-side analytics to the attribution picture.
- 3For lead-gen clients, skip the store and set the workspace's dashboard type to lead-gen — you'll get conversion-goal cards instead of revenue.
Run your first AI analysis & report
- 1Open Analysis in the client workspace and run a full analysis — the Brain reviews spend, performance and pacing against the client's goals.
- 2Review the recommendations; convert any of them into tasks for your team with one click.
- 3Generate a report and publish its public share link — your client can open it in any browser, no account needed.
Stuck on something? We'll walk you through it.