Air Client Workspace Setup (Onboarding)

Air Client Workspace Setup (Onboarding)

1. 01

   Create a new workspace in Air for the client

   Navigate to the workspace creation screen and name it after the client. Set the workspace to private and assign the agency as the owner.

2. 02

   Import a test batch of client assets

   Upload a sample set of brand assets (logos, images, videos) to verify Air's auto-tagging and conversational search capabilities. Use the import tool to pull from Dropbox or Google Drive if the client uses those.

3. 03

   Configure folder taxonomy and permission roles

   In workspace settings, create a folder structure that mirrors the client's brand hierarchy (e.g., Campaigns, Brand Guidelines, Social). Assign roles: agency staff as editors, client team as comment-only collaborators.

4. 04

   Set up approval workflows with pinned comments

   Enable review and approval in the workspace. Define stages (e.g., Draft, Review, Approved) and instruct the client to use pinned comments for feedback on specific assets.

5. 05

   Integrate Air with client's existing tools

   Use the integrations panel to connect Figma, Canva, or Slack. For custom needs, enable the public API and set up a Zapier or n8n automation to sync assets from the client's project management tool.

6. 06

   Create Canvas templates for multi-channel adaptation

   In Canvas, build templates for common formats (e.g., social posts, display ads) so the client can resize and reformat assets in bulk without leaving Air.

7. 07

   Test the client upload form

   Create a client upload form in Air and send a test submission to ensure files land in the correct folder and trigger any automated notifications via Slack.

8. 08

   Document the workflow and hand off to the client

   Prepare a one-page guide covering how to search assets, submit files, and approve work. Schedule a walkthrough session to train the client's team on using Air.