Agency OS - How-To Journeys

Enter your email and password, then click Sign In.

You'll see your agency dashboard.

From the sidebar, open Connections and expand the platform you want.

You'll see a card per platform with a green "connected" pill and last-sync time. Already-connected platforms list their accounts.

Click Connect Account (or + Add Account) and review the read-only consent.

You'll see what will happen and the permissions requested, then one button to continue to the provider.

Sign in at the provider, then choose which account to connect and confirm.

You'll see the dashboard return to Connections; the first sync starts automatically and the account turns "Connected".

Open Targets & Alerts to see your goals and their status dots.

You'll see targets grouped by client, each showing actual vs goal and a green (on track) or red (behind) dot.

Click + Create Target, then set scope, platform, metric, condition, and value.

You'll see the new target appear in the list with its status dot.

Switch to the Alerts tab to see your threshold rules.

You'll see a table of rules: client, platform, the rule (e.g. "cpc > 5"), and status.

Click + Add Alert, then choose platform, metric, condition, value, and how often to check.

You'll see the rule added; it starts checking on its interval and notifies you when breached.

Go to Home and watch your KPIs against the goals you just set.

You'll see spend, conversions, ROAS and more with trend lines and vs-last-month deltas.

Open the bell in the top bar to read fired alerts; click View to jump to the rule.

You'll see each alert with its message, client, and time, plus View and Dismiss.

Open Reporting and choose a client from the filter (this enables Generate).

You'll see that client's metrics, charts, and per-platform scorecards update.

Click Generate Report, choose the sections to include and a delivery method.

You'll see the report open in a new tab (browser) or download as a PDF.

Switch to the Schedule tab to send a recurring PDF automatically.

You'll see name, frequency, time, sections, and recipients; Save Schedule sets it running.

The report opens white-labeled with your agency's logo and colors. Use Print / Save as PDF to export.

You'll see a clean, client-ready document with no "Agency OS" branding anywhere.

Go to Clients and open the client you want to give access to.

You'll see the client's summary, team members, and a Client portal access section.

Click Invite Client, enter their name and email, and send.

You'll see "Invitation sent". They get an email, set a password, and land on their own read-only portal.