How-to guides

Short, task-focused recipes for getting a specific job done. They assume you know the basics — if you're brand new, start with the tutorial.

Setting up: set up your agency profile, add and manage clients, add your team and set roles.

Getting meetings in: upload a transcript, connect Shadow.

Working a meeting: read a digest, open a to-do and its draft.

Editing and shipping: edit a deliverable, send it for review, review and approve, add it to a campaign.

Improving quality: browse and edit your Knowledge Base, sharpen a voice profile, update a client's context.