From Zero to Campaign: A Complete Walkthrough

Most marketing platforms require days of configuration before you see any value. NXFLO is designed to produce output in your first session. This is the complete walkthrough — from account creation to a live campaign package — with nothing skipped.

Step 1: How Do I Create a Workspace?

Navigate to app.nxflo.io and authenticate via Google OAuth or email/password. The system provisions a workspace — your isolated environment with its own memory, sessions, integrations, and client data.

Workspaces are cryptographically isolated. Your brand data, API credentials, and session history are accessible only within your workspace. No cross-contamination between clients or accounts. Read more about our security architecture.

Once authenticated, you land in the chat interface. This is your command surface. Everything in NXFLO — onboarding, campaigns, tracking, analysis — executes through conversation with specialized agents.

Step 2: How Does Brand Onboarding Work?

Start with one instruction: "Onboard my brand."

The system activates the brand onboarding skill — a structured workflow that extracts your brand context through targeted questions. This is not a form. It is a conversation with a specialized agent that knows exactly what it needs.

The onboarding agent asks about:

• What you sell — products, services, pricing, differentiators
• Who you sell to — target audiences, verticals, company sizes
• How you position — competitive landscape, unique value, market category
• Your voice — formal or casual, technical or accessible, aspirational or practical
• Your constraints — compliance requirements, brand guidelines, topics to avoid

From this conversation, the system generates persistent memory files:

File	Contents
MEMORY.md	Master index linking all brand context
brand-voice.md	Tone, style, vocabulary, do's and don'ts
personas.md	Buyer personas with demographics, pain points, messaging
competitive.md	Market position, competitor analysis, differentiators
offers.md	Products/services with pricing and value propositions

These files persist across every future session. Every campaign, every piece of content, every analysis loads this context automatically. You build it once. It compounds forever.

If you have existing brand guidelines, persona documents, or strategy decks, paste them directly into the conversation. The system ingests and structures them into the same memory format.

The full onboarding process is detailed on our how it works page.

Step 3: How Do I Connect Ad Platforms?

NXFLO connects to ad platforms via OAuth — the same secure authorization flow used by enterprise marketing tools. No API keys to copy-paste. No developer access required.

Supported platforms:

• Google Ads — campaign creation, keyword management, ad copy, bidding
• Meta Ads — Facebook + Instagram campaigns, audience targeting, creative
• TikTok Ads — campaign setup, creative specs, audience configuration
• LinkedIn Ads — B2B campaigns, company targeting, lead gen forms
• Pinterest Ads — promoted pins, shopping campaigns, interest targeting
• Snapchat Ads — story ads, collection ads, audience management

Each connection takes 2-3 minutes. Click "Connect," authorize in the platform's OAuth screen, and return. The integration token is stored encrypted in your workspace.

With platforms connected, NXFLO can read campaign data, create campaigns, manage audiences, and deploy ads — all through conversation. No more switching between six platform dashboards.

View all available connections on our integrations page.

Step 4: How Do I Set Up Tracking?

Before running campaigns, you need tracking in place. Tell the system: "Set up my tracking stack."

The system deploys your complete enterprise tracking configuration:

• Google Tag Manager container with 28+ tags, triggers, and variables
• Meta CAPI server-side conversion tracking
• GA4 custom events and Measurement Protocol forwarding
• Cross-domain tracking with linker configuration and referral exclusions
• Consent Mode v2 for privacy compliance

This step is optional if you already have tracking in place. But if you are starting fresh or upgrading from browser-only pixels, this single command replaces what agencies charge $10,000+ to deliver.

Step 5: How Do I Run My First Campaign?

Now the system has your brand context, platform connections, and tracking. Time to execute.

Give the instruction. Be as specific or broad as you want:

Broad: "Build a campaign to generate leads for our enterprise consulting service."

Specific: "Create a Google Ads search campaign targeting CFOs at mid-market SaaS companies looking for financial automation. $5,000/month budget. Focus on demo bookings."

The system activates multiple specialized agents simultaneously:

1. Researcher agent — analyzes your competitive memory, identifies market gaps, validates targeting assumptions
2. Copywriter agent — generates platform-specific ad copy at correct character limits (30-char Google headlines, 90-char descriptions, 125-char Meta primary text)
3. Analyst agent — recommends budget allocation, bidding strategy, audience segmentation
4. Campaign builder — compiles everything into a deployment-ready campaign package

The output includes:

• Campaign structure — campaign, ad group/ad set hierarchy with naming conventions
• Ad copy — multiple variations per platform, tested against brand voice
• Audience targeting — demographics, interests, custom audiences, lookalikes
• Budget allocation — spend distribution across platforms and campaigns
• Keyword strategy — for search campaigns: exact, phrase, and broad match with negatives
• Landing page recommendations — copy and CTA alignment with ad messaging

Everything references your brand memory. The copy sounds like your brand because the system knows your brand from the onboarding conversation.

Step 6: What Happens After the First Campaign?

The first campaign establishes your baseline. Every subsequent session builds on it.

Session 2: "How is the campaign performing?" — The analyst agent pulls platform data, identifies what is working, recommends optimizations.

Session 3: "Create a retargeting campaign for visitors who did not convert." — The system already knows your brand, your platforms, and your initial campaign structure. It builds the retargeting layer in minutes.

Session 5: "Run an A/B test on our top-performing ad set." — The A/B test skill generates test variants with statistical significance parameters.

Session 10: "Audit our full campaign performance this quarter." — The ad audit skill produces a comprehensive analysis across all platforms with actionable recommendations.

Each session takes minutes. Each session has the full context of every previous session. The system does not ask you to re-explain your brand in session 10. It already knows.

What If I Get Stuck?

The system is conversational. Ask it anything:

• "What should I do next?"
• "Explain why you chose that targeting."
• "Rewrite the headlines in a more technical tone."
• "Show me what memory files you have for my brand."

There is no workflow to follow. No buttons to find. No documentation to read. You describe what you want, and the infrastructure executes.

For teams evaluating the platform, our use cases page shows real examples across industries. For pricing details, visit our pricing page.

Start your first session today. Book a demo and launch your first campaign in under 30 minutes.