Quickstart

This quickstart takes you through one complete flow: enter the correct workspace, connect one ads source, build a launch plan from approved evidence, and verify the result. The flow stops at planning; it does not create, edit, publish, pause, or launch anything.

Before you begin

You need:

Access to Marketer
Permission to connect one Meta Ads or Google Ads account
An approved product, offer, or positioning source for the workspace

If you received a workspace invitation, sign in with the invited email address. Join that workspace instead of creating a second workspace for the same company.

1. Enter the workspace

Use Google sign-in or enter your work email and complete email verification. The email path also asks you to finish your personal profile.

Join or create the workspace

Accept the invited workspace when one is available. Otherwise, enter the company name and website, then confirm the country and reporting currency. A logo is optional.

Complete the setup prompts

Choose the role and use cases that match how you plan to work. Invite teammates or connect Slack if you are ready, or skip those choices and continue.

Confirm the active workspace

When Home opens, check the workspace name. Switch before continuing if it does not own the data and Knowledge you intend to use.

Onboarding does not include plan selection. Workspace billing, when applicable and available to your role, lives in Settings → Plans & Billing.

2. Connect one source

You can connect an account during the onboarding Sync in data step or later from Integrations.

Marketer Integrations directory showing available providers and connected, reconnect-needed, and unconnected states — The Integrations directory shows which providers are available and which connection needs attention.

Open Integrations

Select Integrations in the main navigation and open Meta Ads or Google Ads.

Authorize the provider

Continue through the provider flow with an identity that can access the intended account. Review the provider permissions before granting access.

Select the account

Choose only the account or accounts that belong to this Marketer workspace. Similar account names are not enough; confirm the provider identity and account selection.

Check the first successful state

Look for Connected, then inspect the selected resources and the sync or data-coverage state shown on the provider detail page.

If the provider shows Finish setup, complete account selection. If it shows Reconnect needed, repair authorization before relying on its context. A connected badge alone does not prove the requested resources or dates are available.

3. Submit the first request

Return to Home. The composer sits beneath the workspace overview.

Marketer Home canvas with performance overview, request composer, current work, daily summaries, plans, and reports — Use the Home canvas to review current context and start a bounded task.

Paste this request into Ask anything or @ to add context:

Build a launch plan for [product or offer] around our strongest proven
differentiator. Use approved workspace Knowledge and only the connected
[Meta Ads or Google Ads] context for [provider account]. Return one positioning
direction, a focused campaign sequence, and a launch checklist. Name the
evidence you used, separate facts from assumptions, and flag missing context.
Keep everything as analysis and a plan. Do not create, edit, publish, pause,
or launch anything.

Enter @ and attach the exact product, brief, campaign, or creative when its identity matters. Saved Knowledge is available as workspace context; for a one-off document, use the plus menu and select Add files or photos.

4. Follow the visible state

After you submit, Marketer can take one of these paths:

What appears	What it means	What you do
A response in the conversation	The request can be answered directly	Let the answer finish, then review its evidence.
A task with visible steps	The request needs longer or coordinated work	Keep the task open or return through its task link; watch for input requests.
A clarification question	A required product, audience, source, account, or output is ambiguous	Answer the missing point without widening the task.
A proposal with decision controls	Marketer is asking permission to run displayed production work	For this plan-only quickstart, choose Edit or Dismiss rather than approving execution.
A connection or data error	The source is unavailable or does not cover the request	Return to Integrations, resolve the named prerequisite, and retry once.

Do not start a second copy while the first task is active. A quiet conversation can still have work running behind its task detail.

5. Confirm the result

Completed Marketer launch-plan task with positioning guidance, three finished steps, and optional follow-up actions — A completed launch-plan task shows the finished work and optional next directions.

A successful first result includes or explicitly marks as missing:

The intended product, offer, audience, workspace, and provider account context
The exact evidence behind the central differentiator
One focused positioning direction
A campaign sequence that carries the same evidence-led promise
A launch checklist with owners, inputs, tracking, creative, destination, budget boundary, and review steps
Assumptions and unresolved inputs
Confirmation that no campaign, creative, budget, or provider setting changed

Ask this follow-up if the evidence or action state is unclear:

Audit this launch plan before I use it. Name the exact source behind the central
differentiator, separate facts from interpretation, list every assumption and
missing input, and confirm the product, audience, offer, workspace, and provider
account context. State exactly what has and has not changed.

If the result does not complete

Problem	Next action
The source or product is missing	Confirm the approved source is saved in Knowledge, attach the exact product when relevant, and retry.
The wrong account is used	Correct the selected provider account or name the intended account explicitly in a new request.
The differentiator is unsupported	Add or correct the authoritative source before generating another plan.
The task asks to create assets or campaigns	Keep the proposal unresolved, edit the request back to plan level, or dismiss it.
The result is only a generic recommendation	Ask for the positioning direction, campaign sequence, launch checklist, supporting evidence, and limitations as separate sections.

You are finished when the plan is reviewable and you can identify its evidence, scope, limitations, and action state without guessing. Next, learn how to set up workspace data in depth, follow the task deliberately, or review the result.

Get Started

Essential Guidelines

Working with Marketer

Product Guides

Integrations

Workspace and Admin

Templates and Use Cases

Release Notes

Before you begin

1. Enter the workspace

2. Connect one source

3. Submit the first request

4. Follow the visible state

5. Confirm the result

If the result does not complete

​Before you begin

​1. Enter the workspace

​2. Connect one source

​3. Submit the first request

​4. Follow the visible state

​5. Confirm the result

​If the result does not complete

Before you begin

1. Enter the workspace

2. Connect one source

3. Submit the first request

4. Follow the visible state

5. Confirm the result

If the result does not complete