Each client has a workspace with tabs for their profile, analytics, content plan, captions, notes, meeting notes, and contracts. Open a client by clicking their card from the Clients page or from the home dashboard.

• Profile — store contact info, Instagram handle, retainer, brand voice and Notion database link.
• Analytics — paste in Instagram data to generate AI-powered reel ideas and export a PDF report.
• Content plan — build and save content calendars for the client.
• Captions — generate on-brand captions using the client's brand voice.
• Notes — private internal notes and comments per client.
• Meeting Notes — see all Zoom meeting notes linked to this client.
• Contracts — add contracts with start date and length. Cards turn amber (60 days) then red (30 days) as renewal approaches. Expiring contracts also appear on the home dashboard.

Meeting notes can be added manually or pulled in automatically from Zoom AI Companion after a call ends.

• When a Zoom note arrives, AI automatically suggests which client it belongs to — accept or dismiss the inline suggestion.
• Once linked to a client, the note appears in that client's Meeting Notes tab and is auto-renamed (e.g. "Bank Bristol Meeting — 4 Apr 2026").
• Use Rename to give a note a custom title, Archive to hide it, or Delete to remove it permanently.
• Toggle View archived to see or restore archived notes.

• Go to Zoom Marketplace, create an app, enable Event Subscriptions and set the endpoint URL to https://analyser.arlodigitalmarketing.com/webhooks/zoom
• Copy the Secret Token from Zoom and add it to your server's .env as ZOOM_WEBHOOK_SECRET_TOKEN.
• Subscribe to the meeting.summary_completed event. Notes will arrive automatically when a Zoom meeting with AI Companion ends.

• Connect Google Calendar from the Calendar tab in the sidebar.
• Content shoot days are tracked using yellow-coloured events (colour ID 5 in Google Calendar).
• The home dashboard shows your next upcoming content day.

• Add a client's Notion database ID in their profile to sync their scheduled posts.
• The home dashboard shows what's posting today across all connected clients.

• Add team members (users) who can log in and access the hub.
• The activity feed shows recent actions across the whole account.

• Toggle light/dark mode with the sun icon in the bottom-left of the sidebar.
• Use the filter dropdown on the Meeting Notes page to show only unlinked notes or notes for a specific client.
• The home dashboard stat cards show: active clients, total monthly retainer value, content shoot days this month, and contracts needing attention.