Reference
Onboarding recipes
Browse 3 recipes for onboarding.
On this page
Connect the required accounts and your AI assistant, then confirm the workspace and client context. Open a recipe for its prerequisites, prompts and expected output. Treat durations and time savings as editorial estimates, not guarantees. Check proposed writes before approving them. Recipes involving another service need a separate connection to that service.
All Onboarding recipes
| Recipe | Use for | Difficulty / estimated time | Platforms |
|---|---|---|---|
| Discover Available Skills | See what expert marketing skills are available to help you. | Beginner · 5 minutes | Meta Ads, Google Ads, Google Analytics, LinkedIn Ads, TikTok Ads |
| Agency Client Onboarding in 1 Hour | Complete discovery, audit, and baseline for new clients. | Intermediate · 1 hour | Meta Ads, Google Ads, Google Analytics |
| Live Sales Demo Audit | Generate a real-time audit during a sales call. | Intermediate · 15 minutes | Meta Ads, Google Ads |
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All recipes · Featured · Quick wins · Deep dives · Automated workflows · Integrations · Platforms · Roles
