Common Tasks

Onboarding

A short guided wizard runs the first time you sign in. Every step is optional — skip anything and come back from Settings.

The Onboarding Process

When you first sign up, a wizard walks you through the setup, starting with the fun part:

  1. Welcome — what to expect
  2. Add your first book (optional) — paste an Amazon ASIN or ISBN and your title imports itself
  3. Connect Claude (optional) — pair Claude with StorytellerOS for story bibles and drafting in chat
  4. AI provider (optional) — Anthropic, OpenAI, or Gemini key for in-app AI
  5. Image generation (optional) — Freepik key for AI covers and marketing imagery
  6. Social accounts (optional) — Facebook, Instagram, Threads, Pinterest
  7. Notifications (optional) — browser push for long-running jobs

Tip

Setup typically takes 3–4 minutes. Every step can be skipped and finished later from Settings — the dashboard shows a setup checklist for anything you left for later.

Account creation

Sign up at storytelleros.com:

  1. Start your trial — checkout creates your account
  2. Check your email for a magic link
  3. Click the link to verify and sign in — the wizard opens automatically

Note

StorytellerOS uses passwordless authentication. You receive a fresh login link via email each time you sign in — no password to remember.

Step 1: Add your first book

If you're already published on Amazon, this is the fastest win in the whole platform. Paste your book's ASIN (the B0… code in its Amazon URL) or an ISBN-13, and StorytellerOS imports the title, synopsis, cover art, and every published format — ebook, paperback, hardcover, audiobook — as ready-made variations. Nothing to configure; this works out of the box.

If the book's author name isn't a pen name yet, the importer offers to create it in one click, so your author identity gets set up along the way.

Tip

Have a whole backlist? After setup, Project Studio → Titles → Import Published accepts a full KDP report CSV and imports every book in one pass.

Step 2: Connect Claude

Pairing Claude with StorytellerOS lets Claude read and update your books directly from a chat conversation — extract a full story bible (characters, locations, lore, timeline) from a manuscript, draft chapters into your outline, and capture tasks while you talk.

The wizard handles the first half for you:

  1. Click Generate credentials — you get a Client ID (stcw_…) and a Client Secret (stcs_…, shown only once)
  2. In Claude: Settings → Connectors → Add custom connector, name it StorytellerOS, server URL https://storytelleros.com/api/mcp, and paste both values under Advanced settings
  3. Ask Claude “List my pen names” to confirm it works

The full walkthrough, including the optional skills plugin for Claude Code, is in the Connect Claude Cowork guide.

Step 3: AI provider key

In-app AI features use your own API key from a supported provider. We never resell tokens — you bring your key, you control the cost, and you can switch providers any time.

Pick one:

  • Anthropic (Claude) — recommended for long-context work like story bible extraction. Get a key.
  • OpenAI (GPT) — broadly compatible. Get a key.
  • Google Gemini — strong free tier. Get a key.

Paste the key into the wizard and click Save. Keys are encrypted at rest.

Tip

Without a key you'll skip the in-app AI features (story bibles, AI drafting, generated imagery, metadata enrichment), but the rest of the platform works fine — and you can add one later in under a minute.

Steps 4–6: Image generation, social, notifications

Image generation (Freepik)

  • For AI cover and social-image generation
  • BYOK — bring your Freepik API key

Social platforms

  • Connect Facebook, Instagram, Threads, or Pinterest for Social Studio scheduling
  • Connected via OAuth — no token copy/paste required

Push notifications

  • Browser alerts when manuscript imports, AI extraction, and other long jobs finish

All optional

You can use StorytellerOS productively without any of these. Add them when you actually need them.

What about email sending?

Email marketing is built in — campaigns, automations, signup forms, and unlimited subscribers with your own SMTP provider. Sender setup is per pen name, so it lives in Marketing Studio → Email → Settings rather than the wizard. See the Marketing Studio docs for the walkthrough.

Finish

Once you click Go to Dashboard:

  • You land on the main dashboard
  • A setup checklist shows anything you skipped, with one-click paths to finish each item
  • Your imported book is waiting in Project Studio

Restarting onboarding

If you want to revisit any step:

  1. Open Settings → Account
  2. Scroll to Advanced
  3. Click Restart Onboarding

Your data is preserved

Restarting onboarding never deletes your data — it only re-opens the wizard so you can update connections.

Getting help during setup

  • This documentation covers each integration in depth
  • If you're stuck, use the Contact Support link in your dashboard

After onboarding

  1. Round out your catalog — add the rest of your books (Import Published takes a full KDP report CSV)
  2. Upload a manuscript — .docx file; we split it into chapters automatically
  3. Generate your story bible — characters, locations, events, and lore from the manuscript, in-app or by chatting with Claude
  4. Set up email sending — Marketing Studio → Email → Settings, one sender per pen name