Sidekick guide
Set up Sidekick around your agency
Start with your client workflow, source documents, destination platforms, and review requirements.
Map the operation
Identify the client accounts, media platforms, recurring campaign types, and handoffs your team manages. Choose the document processing, campaign operations, and intelligence workflows you want to start with.
Bring representative source material
Gather sample media plans, insertion orders, spreadsheets, creative packages, and launch templates. Include your naming conventions, budget rules, flight requirements, and platform-specific exceptions.
Configure and review together
Work with the Stellair team to configure accounts and integrations. Review prepared campaign structures against the source, resolve missing information, and confirm the steps your team will use before activation.
Keep the next campaign connected
Use supported campaign copy and edit workflows to reuse setup. Bring performance grids, pacing, and recommendations into your team’s ongoing review process.