> ## 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.

# Setup checklist

> Four steps to get AdLoft fully configured and ready to launch.

The **Workspace → Accounts** page (`/dashboard/ad-accounts`) shows a setup checklist that tracks your progress. Complete all four steps to unlock accurate reporting and campaign launching.

<Steps>
  <Step title="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](/organizations/workspace-accounts).
  </Step>

  <Step title="Connect Meta">
    Authorize Meta once for your organization. This doesn't pull any data until you run a sync. See [Connect Meta](/getting-started/connect-meta).
  </Step>

  <Step title="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](/integrations/data-sync).
  </Step>

  <Step title="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](/integrations/goals).
  </Step>
</Steps>

## Why each step matters

<CardGroup cols={2}>
  <Card title="Brands organize everything" icon="folder-tree" href="/organizations/workspace-accounts">
    Brands are the container for ad accounts, goals, and launch defaults. Reporting and campaigns operate per brand.
  </Card>

  <Card title="Meta is the data source" icon="meta" href="/integrations/meta">
    AdLoft's insights and publishing all run on your synced Meta data.
  </Card>

  <Card title="Sync powers insights" icon="rotate" href="/integrations/data-sync">
    Without synced metrics, Overview and Insights have nothing to show.
  </Card>

  <Card title="Goals power scoring" icon="bullseye" href="/integrations/goals">
    Target ROAS and CPA turn raw numbers into goal-aware winners and action buckets.
  </Card>
</CardGroup>

<Tip>
  Set **launch defaults** (Facebook Page, pixel, website URL) on each brand too. They pre-fill AI Launch and new campaign drafts, saving you setup time on every launch.
</Tip>