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Active clients
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Monthly retainer
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Content days this month
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Next content day
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Calendar
Google Calendar events
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Connect your Google Calendar
See your upcoming events and shoot days alongside your clients.
Clients
Your client roster
New client
Fill in what you know — everything except name is optional
Profile photo
Click to upload logo or photo
Basic info
Social media handles
Instagram API token — optional, add later
Notion calendar
Copy from the Notion database URL — the 32-character string after the last slash and before the ?
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Contact
Social handles
Contract & billing
Instagram API token
Upcoming posts
From Notion · Approved only
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Client brief & brand voice
Used by AI when generating content plans
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Client brief
A description of the business, their audience, what they sell, and their content goals.
Brand voice
Generate a plan
New shoot day plan
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Brand voice
No brand voice saved yet — add it in the Profile tab.
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Active plans
New note
Rewrite in brand voice
Paste in captions you've written and we'll rewrite them to match this client's brand voice.
Meeting notes for this client
Notes added from the global Meeting Notes tab that have been linked to this client appear here. You can also unlink them.
Contracts
✅
Tasks — coming soon
A simple to-do list per client — track deliverables, shoot days, and action items for each account.
Meeting Notes
Paste Zoom or call notes — then assign them to a client
Zoom AI Summaries
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Team & Activity
Manage users and view recent activity
Users
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Recent activity
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