Datastory Client Workspace Setup (Onboarding)

Datastory Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace and confirm the plan tier before uploading anything

   Starter is $0/month with 10 data visualizations and 3 collaborators, which caps a multi-client agency fast. Move any client with a recurring deliverable to Professional at $15 per user per month: unlimited visualizations, unlimited collaborators, Datastory branding removed, and 1000 monthly AI credits. The branding removal is the line item that makes the workspace resellable to the client.

2. 02

   Apply the client logo and color theme in workspace settings

   Custom logo and theming sit on the Professional plan, so this step is blocked on Starter. Set the theme before building charts, because re-theming after a narrative is assembled means re-checking every embed.

3. 03

   Upload the client's CSV or spreadsheet and let the AI chart recommendation run

   Accept or override the recommended chart type per dataset. Datastory reads the table shape and proposes a chart; the recommendation is only as good as the column structure you feed it, so clean headers and consistent date formats before upload rather than after.

4. 04

   Generate AI captions and verify every number against the source table

   Captions are grounded in the uploaded data and arrive with sources attached. Read each one before it reaches a client deliverable: a caption that misreads a column is the failure mode that costs a retainer, not a chart that renders oddly.

5. 05

   Check the anomaly and trend detection output for anything the client will ask about

   The platform surfaces anomalies and correlations across thousands of rows. Flag the two or three that matter for the client's business and pre-write the explanation, so the first client question is not the first time your team sees the spike.

6. 06

   Assemble the multi-chart narrative and test the iframe embed in the client's actual destination

   Charts embed as responsive iframes into Notion, Webflow, websites, and CMS platforms. Test in the client's real page, not a preview, because container width and CMS sanitization rules break embeds that look fine inside Datastory.

7. 07

   If the client has no usable data, pull a dataset from the open data catalog and validate the angle

   World Bank, OECD, WHO, and Eurostat sources are available in the catalog. Use this to prove a data-driven angle before the client commits to exporting their own numbers, and label the source clearly in the caption.

8. 08

   Record the workspace owner, plan tier, and AI credit burn in the agency's client register

   Professional includes 1000 monthly AI credits; Starter includes 100. Track consumption per client so a heavy caption month does not silently exhaust the pool mid-delivery on a shared workspace.