Initial company setup

In an own-business account (Company or Solo entrepreneur), brand and workspace are the same thing: your business name becomes the name of the account and of its only workspace. The wizard is short: name, website and logo, your first connections, and you're done.

Before you start

• Your business's name, website and, if you have one, logo.
• Logins for the platforms you use: Facebook with access to the ad account, Google with access to Google Ads and GA4, and your CRM login.
• A few uninterrupted minutes: each connection opens the platform sign-in page and comes back to the wizard.

Step by step

1. 1
   Step 1

   Choose Company or Solo entrepreneur

   In Who are you?, click Company or Solo entrepreneur, in the Just my business group.

2. 2
   Step 2

   Create the workspace

   On the Let's create your workspace screen, fill in:

   • Workspace name (Required): at least 2 characters. It becomes the name of the account and the workspace, and you can change it later.
   • Website (Optional): Relator uses it to fetch the site icon and enrich reports.
   • Logo (Optional): upload the file to use your brand at the top of the dashboard.
3. 3
   Step 3

   Connect your accounts

   In Connect your accounts, click the source card. The platform sign-in page opens; authorize and come back. When your login has several accounts or properties, the Connect … window asks you to pick the right one, and you confirm with Connect.

   • Meta Ads, Google Ads and Google Analytics 4: you choose the account or property.
   • RD Station Marketing, RD Station CRM and HubSpot: the connection goes straight to your workspace.
   • You connect Search Console later, in Sources. Coming soon cards cannot connect yet.
4. 4
   Step 4

   Finish

   Click Build my dashboard. With a source connected, the You're all set! screen takes you to Performance in a few seconds (or click Go to dashboard). Without a source, Workspace ready appears and Relator opens Sources.

5. 5
   Step 5

   Check your connections

   In Sources, each source appears on its own row with its status and last sync time. Right after connecting, it is normal to see Syncing.

   Illustrative screen

   Korra/Sources

   Ask RelatorAIPT

   Data sourcesAll your marketing data in one place, up to date and secure.

   Connect new source1

   • 

     Meta AdsKorra Brazil — Conversion

     Fresh12 min ago
   • 

     Google Analytics 4korra.com.br

     Syncingnow

   2

   1. 1Connect new source opens the list of sources to connect another account.
   2. 2Each row shows the status and when the source last synced.

What happens next

The Getting started guide appears at the bottom of the sidebar, with the next steps. Each one checks itself off when you complete it in the product:

• Connect your data

  Marked done when

  there is at least one active connection

• Create a report with AI

  Marked done when

  a generated report exists

• Build a dashboard

  Marked done when

  a dashboard has at least one widget

• Explore RelatorAI

  Marked done when

  you have chatted with RelatorAI

• Customize your brand

  Marked done when

  the workspace has a logo, icon or brand color

Click a step to go straight to its screen. If you don't want to see the guide anymore, click Dismiss. Once every step is done, it disappears on its own.

Common problems

• "No accounts found". The login you used doesn't have access to any account on that platform. Sign in with the user who manages the account.
• The connection stopped halfway. The connection session expires if signing in takes too long. Go back and try again.
• The numbers don't show up yet. The first import takes a few minutes. See Data not showing.