Good afternoon 👋

Here's what's happening across your clients today.

Staff active today

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Open tasks

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Campaigns live

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Overdue tasks

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Ad spend by platform (30d)

Currency

GBP £

USD $

AED د.إ

Google Ads

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Facebook Ads

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Instagram Ads

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TikTok Ads

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Live activity

RO

Roman marked "Shoot — product launch" complete

✅ 1

😀💬

4m

TZ

Tinzzy pushed chatbot integration to review

😀💬

22m

#

New message in #meridian-campaign

↗

38m

MH

Client viewed portal — Meridian Homes

👀 Seen

😀

1h

⚙

Google Ads sync completed — 6 campaigns updated

😀

2h

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Staff overloaded this week

1

Client waiting on a reply > 24h

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Avg. ROAS across live campaigns

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Videos awaiting client approval

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Total video views (all content)

Staff Directory

Every videographer, editor, AI developer and web developer, in one place.

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Leads & Clients

Prospective clients in the pipeline, and real Client Portal accounts.

Leads

Clients

Name	Company	Status	Owner	Source
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File #	Client	Industry	Status	Assigned staff
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Tasks & Projects

Every task, assigned and tracked across every discipline. Drag cards between columns.

To do 0

In progress 0

Review 0

Done 0

Calendar

Every staff member's schedule, in one shared team view.

Upcoming

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✉

🔔

⋯

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ROMAN ▾

✎

▾ Threads

▾ Later

▾ Channels

+ Add channels

▾ Direct messages

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☰ # meridian-campaign 👥 5 members

🧵 Threads 📌 Pinned 👥 Members

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Thread✕

Documents

Real file storage — uploads here are also visible to the client on their portal when tagged with their client name.

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Content Approvals

Videos submitted to clients for approval before publishing — clients approve, request changes, or reject from their own portal, behind their own approval PIN (unique per client — set/reset it from that client's record in Leads & Clients).

Client	Title	Platform	Status	Views	Likes
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Live Campaign Metrics

Performance across every live client campaign, pulled from ad platform integrations.

Currency

GBP £

USD $

AED د.إ

Total ad spend (MTD)

£21,940

Total conversions

968

Blended ROAS

3.8x

Campaigns live

6

Spend by platform

Google Ads

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Facebook Ads

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Instagram Ads

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TikTok Ads

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Campaigns

Client	Platform	Spend (MTD)	Conversions	ROAS	Status
Meridian Homes	Google Ads	£8,420	412	4.1x	🟢 Live
Meridian Homes	Facebook Ads	£3,180	176	3.6x	🟢 Live
Meridian Homes	Instagram Ads	£5,760	203	3.4x	🟢 Live
Meridian Homes	TikTok Ads	£1,940	88	2.7x	🟢 Live
Marina Terrace	Instagram Ads	£2,640	89	2.9x	🟡 Optimizing

● Live from Google Ads

● Live from Meta Ads

● Live from TikTok Ads

○ Manual entry

Master Admin

Enter the Master Admin PIN to view agency finances.

Finance

Master admin view of agency revenue, expenses, and client billing — all tracked in one place.

Currency

GBP £

USD $

AED د.إ

🔑 Change PIN 🔒

Revenue collected

£0

Outstanding invoices

£0

Total expenses

£0

Net profit

£0

Ad spend under mgmt (30d)

£0

Invoices

Client

Description

Amount (£)

Issue date

Due date

Status

Client	Description	Amount	Issue date	Due date	Status
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Expenses

Category	Description	Amount	Date
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Client	Billed	Paid	Outstanding	Ad spend (30d)	Margin
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Settings

Manage your profile, notifications, and workspace preferences.

Profile

This is how you show up across ROMAN OS — in the topbar, Team Chat, and anywhere you're assigned to a task or client.

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Upload photo

Optional — square images work best. PNG or JPG, up to 5MB. If you skip this, your initials are shown instead.

Name

Email

Role

Role changes are made by a Founder/Admin in Staff Directory.

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Current password

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Notifications

Email notifications

Get a daily digest of activity and overdue tasks.

Desktop notifications

Show a system notification for new chat messages.

Client portal activity

Notify me when a client views or comments on their portal.

Weekly performance summary

Email a rollup of campaign performance every Monday.

Workspace

Dark mode

Switch the Staff Workspace to a dark theme.

Require login for Staff Workspace

Real, server-checked sign-in is always required now.

The role management system that runs a marketing agency's day-to-day

Good afternoon 👋

Staff Directory

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Leads & Clients

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