Getting started

The four steps

The first time you sign in, StorytellerOS opens your Getting started page. It has four cards:

1. Create your pen name
2. Connect your AI agent
3. Add your first book
4. Pick one studio to start

Do them in any order. Each card turns green with a check when it's done, and the ring at the top counts your progress. You can come back to the page any time: it lives at storytelleros.com/onboarding, and Settings → Account → Open Getting started takes you there.

Signing in

1. Start your trial. Checkout creates your account.
2. Check your email for a sign-in link.
3. Click the link. Your Getting started page opens.

Step 1: Create your pen name

Type the name on your book covers and click Create pen name. Your books, emails and social posts all live under a pen name. You can add more pen names, and fill in your bio and style guides, later from Pen Names.

Step 2: Connect your AI agent

Connect Claude to your StorytellerOS account so it can set up your books and work alongside you.

1. Click Make my connection keys. You get a Client ID and a Client Secret. The secret shows only once, so copy it now.
2. In Claude (the desktop app, Cowork or claude.ai), open Settings → Connectors → Add custom connector. Name it StorytellerOS, paste the connector address from the card, open Advanced settings, paste your Client ID and Client Secret, click Add and approve the connection.
3. Ask Claude “What's in my StorytellerOS account?”

The card says Waiting for your agent's first message until Claude reaches your account, then turns green on its own. Any AI app that supports custom connectors works the same way. The full walkthrough is in the Connect Claude guide.

Step 3: Add your first book

This step is one prompt. Copy it from the card, fill in the part in brackets and send it to Claude. There are two versions:

• My files are in a folder, for the Claude desktop app, Cowork or Claude Code. Tell Claude which folder.
• I'll attach my manuscript, for claude.ai. Attach the manuscript to the same message.

The prompt asks Claude to:

• check what's already in your account, so nothing is added twice
• use your pen name, and create your series in reading order if the books are a series
• fill in each book's details: title, subtitle, place in the series, genre and description, plus the ISBN or ASIN, keywords and categories for each format
• upload your manuscript exactly as it is. A Word (.docx) or Markdown file is split into chapters, and nothing in it is left out. A dedication, epigraph, foreword, preface or about the author page is saved with the book's front and back matter. Other files, like Vellum projects, EPUBs and covers, are stored with the book.
• tell you about any warnings from the upload, and never change your words
• build your story bible with you in the conversation, chapter by chapter: characters with their roles and relationships, places, the lore and rules of your world, and key events in order
• finish with a summary and a list of anything it wasn't sure about

The card turns green once your book has chapters. If you see Book added. Next, add the manuscript., the book is there but its manuscript isn't yet.

Already published? Under More options, choose Import it from Amazon and paste the book's ASIN or ISBN. Its title, description, cover and formats come in. Add the manuscript afterwards to finish the step.

Step 4: Pick one studio to start

Start where it pinches most. Each choice opens the first thing to do there:

• Email Studio: set up email sending for your pen name (create the pen name first).
• Social Studio: we set up social posting for your pen name and open Accounts, where you connect your social accounts. If that setup doesn't finish, you stay on the page and can try again.
• Sales Studio: connect your sales data to bring your sales together. If you already have a Publisher Champ account, you can link it.
• Project Studio: opens your first book, ready to write and revise.

Not ready to choose? Skip for now takes you to your dashboard. The other studios are always there when you want them.

Your dashboard

Until all four steps are done, your dashboard shows a small Getting started card with your progress and your next small move. Click it to pick up where you left off, or hide it with the X.

We are turning on a new dashboard home one account at a time. On it, your progress ring sits at the top and your next small move is the first card under What should I do next?. See Your dashboard home.

Getting help

• This documentation covers each studio in depth.
• If you're stuck, use Contact Support in your dashboard.