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Quick Start Guide

Get up and running with StorytellerOS in just 5 minutes. This guide will walk you through the essential first steps.

Before you begin

Make sure you have received your magic link email and can sign in to your StorytellerOS account.

Step 1: Work through Getting started

When you first sign in, your Getting started page opens with four small steps. Do them in any order:

  1. Create your pen name: the name on your covers.
  2. Connect your AI agent: make your connection keys and add StorytellerOS to Claude. The card turns green when Claude reaches your account.
  3. Add your first book: copy the prompt from the card into Claude. It sets up the book with all its details, brings in your manuscript exactly as you wrote it, and builds your story bible with you, chapter by chapter.
  4. Pick one studio to start: Email, Social, Sales or Writing, whichever you need most right now.

Note

You can skip ahead and come back. Your dashboard shows a small Getting started card until all four are done, and the full walkthrough is in Getting started.

Step 2: Explore Your Dashboard

After Getting started, you land on your main dashboard. Here is what you will see:

  • Quick Stats — Your pen names, series, and book counts at a glance
  • Finance Summary — Income, expenses, and profit overview
  • Content Calendar — Upcoming scheduled posts for the next 30 days
  • Writing Sessions — Your writing activity this week

Step 3: Round Out Your Catalog

Head to the Project Studio to add the rest of your books:

  1. Click Project Studio in the left sidebar, then Titles
  2. Quick Create adds one book — paste an ASIN or ISBN to auto-fill, or enter details manually for unpublished work
  3. Import Published adds your whole backlist at once from a KDP report CSV — every title, format, and cover in one pass

Tip

Have manuscripts? Use the same prompt from Getting started for each book, or open a book's Write page and use Import with a .docx file. StorytellerOS splits it into chapters, the raw material for story bibles and the Publishing Studio.

Step 4: Explore the Eight Studios

StorytellerOS is organized into eight studios, each handling a different part of your author business:

  • Project Studio — Where you write and organize your books, characters, and series
  • Publishing Studio (early access): Where you turn manuscripts into retailer-ready ebooks, print files, and Word files
  • Email Studio — Where you run email campaigns, automations, and subscriber lists with the built-in email platform
  • Sales Studio — Where you track sales and sell directly to readers
  • Ads Studio — Where you manage Amazon, Meta, Google, and TikTok ads with real profit numbers
  • Media Studio — Where your covers, graphics, and media files live
  • Social Studio — Where you schedule and create social media content
  • Knowledge Studio — Where you get business intelligence and learning resources

You will also find top-level Finance, Tasks, Calendar, and Time Tracking areas that work across your whole business.

What to Do Next

Now that you have the basics set up, here are some suggested next steps:

You are all set!

You now have the foundation in place. Take your time exploring each studio — there is no rush. Click around, try things out, and refer back to this documentation whenever you need help.