The Workspace → Accounts page (Documentation Index
Fetch the complete documentation index at: https://docs.adloft.ai/llms.txt
Use this file to discover all available pages before exploring further.
/dashboard/ad-accounts) shows a setup checklist that tracks your progress. Complete all four steps to unlock accurate reporting and campaign launching.
Add a brand
A brand is a client or business line in your workspace — for example, “Acme US” or “Client — Nike”. Your first brand is created during onboarding; add more with Add brand. See Brands.
Connect Meta
Authorize Meta once for your organization. This doesn’t pull any data until you run a sync. See Connect Meta.
Run a full sync
A single sync pulls your Meta ad accounts, campaigns, ad sets, ads, and metrics into AdLoft. It runs in the background — you can leave the page. See Data sync.
Assign ads & set goals
Link imported Meta ad accounts to a brand and set a target ROAS and target CPA so Winners Hub and reporting know what to optimize for. See Goals.
Why each step matters
Brands organize everything
Brands are the container for ad accounts, goals, and launch defaults. Reporting and campaigns operate per brand.
Meta is the data source
AdLoft’s insights and publishing all run on your synced Meta data.
Sync powers insights
Without synced metrics, Overview and Insights have nothing to show.
Goals power scoring
Target ROAS and CPA turn raw numbers into goal-aware winners and action buckets.