Julius Client Workspace Setup (Onboarding)

Julius Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace and record the vendor cost basis before any client work is attached

   Log the plan tier you are provisioning against (Plus at $20 monthly or $16 annual, Pro at $45 monthly or $37 annual) so the retainer margin is calculated on the real seat cost, not an estimate.

2. 02

   Connect the client's warehouse or storage connector in the Julius data source panel

   Snowflake, BigQuery, Postgres, MySQL, and SQL Server are supported, alongside Google Drive, OneDrive, and Sharepoint. Use a read-only service account scoped to the client's reporting schema.

3. 03

   Upload the client's data dictionary to a Custom Agent

   This trains the agent on their metric definitions and table naming so plain-English prompts return the client's version of revenue or churn rather than a generic interpretation.

4. 04

   Build the first report or deck from a plain-English prompt and verify every figure against source

   Vendor testimonials include complaints about data accuracy, so reconcile generated charts to a manual query before the client sees anything.

5. 05

   Set the scheduled run cadence and confirm file retention against the delivery window

   Free and Plus tiers hold files for 7 days; if the client reviews reports later than that, export to the agency's own storage on each run.

6. 06

   Document the prompt library and hand the workspace to the delivery owner

   Store the working prompts, connector names, and Custom Agent instructions in the client folder so a second operator can rerun the workflow without rebuilding it.