Starter document catalogue
What every agency needs on Actually — some docs are the same for everyone, others we help you create for your agency and clients.
Platform docs — same for everyone
Built into Actually; no copy required.
- Help articles — brands, projects, tickets, documents, integrations
- Teammate profiles — what each AI specialist does in-app
- Focus brief — your daily planner homepage once email and calendar connect
Agency docs — we help you create
Every trial
- Trial Brief — priorities and success criteria (fit call)
- Discovery Map — ranked ways Actually can ease your workload
- Agency brand + first client project — structure for tickets and docs
- Standing instructions — how email and teammates behave
By lane (if relevant)
- Tone of voice guide — content and client comms
- Growth Playbook + ICP — BD and LinkedIn lane
- SOPs folder — status emails, recaps, post production
- UX Research doc — per client web redesign project
On the apply form
We ask for three things beyond your contact details — that's enough for us to prepare:
- Websites & social URLs — agency site, LinkedIn, YouTube, etc.
- Tasks you want help with — pain points and recurring work
- Tools you use today — Gmail, Drive, Notion, Slack…
Optional before week one: Google Doc links to a positioning doc or example weekly report — we can collect those on the fit call.