CLIENT ONBOARDING POC
Connect once. Follow your progress.
We help invited clients complete a checklist of newsletter signups and YouTube channel subscriptions they approve.
How it works
- Your assistant sends you a personal connection link.
- You review the exact tasks, connect your Google account, and approve the required Google permissions.
- The checklist runs automatically. Your assistant sees progress and items needing attention. You handle any login or verification challenge.
What you can connect
Gmail: read access lets us find newsletter welcome messages and complete recognized subscription-confirmation links. The Google permission covers your mailbox; the app limits its checks to the approved checklist.
YouTube: management access lets us check and create the channel subscriptions shown before you connect. Google's permission includes broader content-management capabilities; this app uses it for subscription tasks.
You review the tasks before granting access, and can disconnect from your client page. This is a limited pilot; some publishers and account configurations may require review.
Get started
Clients: open the connection link supplied by your assistant.
Support and privacy requests: [email protected].