Getting started — your first thirty
minutes

Welcome. This is the path from "I just signed up" to "Studio drafted a report I could ship to my client." It takes about thirty minutes, most of it spent on the OAuth flows for the ad platforms.

1. Create your agency

When you sign up, the first screen you see is the onboarding wizard. Three fields:

• Agency name. Whatever you put here is what your clients see at the top of every report and in every email signature. You can change it later in Settings, but the slug — the URL-safe version of your agency name — is locked once an agency is live, because clients may already have URLs that include it. Pick deliberately.
• Vertical you focus on. E-commerce / B2B lead-gen / Local services / Custom. This is just a default; per-client verticals override it.
• Plan. You can start on the free Solo trial; upgrade once you have more than five clients connected.

Approve, and you'll land on the empty dashboard.

2. Add your first client

The dashboard shows "Nothing on your desk" until there's a client to draft for. Click Add client in the top-right.

A client needs three things:

• Name — what your reports will be addressed to ("Acme Outdoor Co.").
• Vertical — pick the one that best matches their business. Studio uses this to choose default benchmarks; you can override it in voice settings later.
• Send-to email — where the eventual reports will land. You can leave it blank now and fill it in before sending.

Save, and you'll land on the client's detail page. The KPI strip is empty because there's no data yet — that's the next step.

3. Connect an ad platform

From the client detail page, click Integrations (or Draft a report — it routes you here when no integrations are connected).

For your first run-through, connect Meta Ads or Google Ads — either one is enough to draft a report. Click Connect, complete the OAuth flow, and pick the ad account that belongs to this client.

Both providers are agency-level OAuth: one connection on your agency authorizes every client account it has access to. You're not re-doing the OAuth dance per client.

A successful connection shows a green dot and "Synced X minutes ago." The first sync pulls the last 90 days of metrics; subsequent syncs are incremental.

4. Draft a report

Back on the client's detail page, click Draft a report. Pick the period (default is the most recently completed calendar month) and confirm. Studio will:

1. Pull the metrics snapshot for the period from each connected integration.
2. Hand the snapshot to the narrative engine, in the tone you've set (default: Professional).
3. Save a draft and route you to the report editor.

The draft typically takes 30–60 seconds. You can leave the screen and come back; the dashboard will show a "Drafting" card while it's running.

5. Read, edit, ship

The report editor opens with the draft already populated:

• Subject line — the email subject your client will see. Editable.
• Letterhead — period banner + client name + four KPIs. Pulled from the snapshot.
• The story — a senior-strategist's narrative of the period, written in your voice. Editable inline.
• Channel breakdown — per-platform performance + share-of-spend bars.
• Recommendations — what Studio thinks you should move next month, with the reasoning.
• Audit footer — drafted by, reviewed by, sent on. The provenance line.

Read the draft top to bottom. Edit any paragraph that doesn't read like you. Approve, and you'll get a one-button send: branded PDF + email to the client, from your agency's send-from address.

That's the loop. The first one takes thirty minutes; the next ones take five.

What to do after

• Go to Voice and pick the right tone for each client. The default is Professional; for some clients, Friendly reads better. For data-first clients, Data-heavy.
• Add the rest of your clients. Each one inherits your agency's voice profile + forbidden-words list; per-client tone is the only thing that varies between them.
• Schedule the first-of-month auto-draft so next month's reports are waiting for you on the 1st instead of you having to remember to draft them.

If you get stuck, write to hello@ninetailsagency.com. A human replies within 24 hours.