Sign up, set up your agency, add your first client, connect one ad platform, and watch Studio draft its first report. This is the path from zero to a draft you could ship.
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.
When you sign up, the first screen you see is the onboarding wizard. Three fields:
Approve, and you'll land on the empty dashboard.
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:
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.
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.
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:
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.
The report editor opens with the draft already populated:
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.
If you get stuck, write to hello@ninetailsagency.com. A human replies within 24 hours.