Quickstart

This guide takes a new workspace from empty to its first approved change. Steps 1 to 3 connect data and need someone who can install apps on your platforms. Step 4 onwards is for anyone with Read & Write access to the workspace. Allow about 30 minutes, plus time for the first sync.

Before you start#

• A Meerkats account. Sign up at app.meerkats.ai; the Free plan needs no card and includes 500 credits a month.
• Admin access to at least one ad platform (Meta, Google Ads, Amazon or Flipkart) and, ideally, to your store (Shopify) or marketplace seller account.
• For Flipkart, Blinkit, Zepto or Instamart: Chrome, so you can install the Meerkats extension.

1. Connect a sales source#

Start with the source of truth for revenue. The Integrations page marks it Required: Shopify for stores, Flipkart Ads for Flipkart sellers. Without it, revenue, orders and margin stay empty and ROAS can only be the platform’s own number.

1. Open Integrations

   In the sidebar, select Integrations. The page is titled Connect Your Data to unlock Insights and shows 0 of 10 connected on a new workspace.

2. Connect Shopify

   Select Connect on the Shopify card, enter your store address, and select Install on the permissions screen. You return with Shopify connected. (Shopify setup)

3. Or sync Flipkart through the extension

   Select Download extension at the top of the page, sign in to Flipkart Ads Manager in the same browser, then select Sync via extension on the Flipkart Ads card. (Flipkart setup)

2. Connect an ad platform#

1. Choose the platform

   On Integrations, select Connect on Meta-Ads, Google-Ads or Amazon.

2. Sign in and approve

   The platform opens in a new window. Sign in, approve the permissions, and pick the ad accounts to sync. Each connector page lists every permission and why Meerkats needs it: Meta Ads, Google Ads, Amazon Ads.

3. Connect Slack for alerts (optional)

   Select Connect on Slack, allow the Meerkats app, then type /invite @Meerkats in the channel where you want alerts. (Slack setup)

3. Run the first sync#

1. Open the Bronze Layer

   In the sidebar, select Data Hub › Bronze Layer and pick a platform at the top. The chip next to the tabs reads Never synced.

2. Resync

   Select Resync. The first sync imports history, so it can take a few minutes; Amazon can take up to an hour because it builds reports in the background. Sync History shows each run and its status.

3. Check Cockpit

   Select Cockpit. Tiles fill in as data lands. Select the info icon next to the title to open About these numbers: it lists each data source with when it last synced, and defines every metric on the page.

4. Ask your first question#

1. Type in the chat box on Cockpit

   It reads Ask anything about your store…. Try: “Which campaigns spent the most last week and what was their ROAS?”

2. Pick a model if you want

   The picker next to the box shows the model, gemini-3.1-flash-lite by default. You can switch to another Gemini model or Claude Sonnet 4.5. Every answer uses the same metric definitions whichever model you pick.

3. Check the sources

   Answers cite where each number came from. Ask “How is ROAS defined here?” and the agent quotes the definition from the metric catalog.

Chats are saved under Recent chats in the sidebar. Select + to start a new one.

5. Set up your first automation#

1. Open Automation Agents

   In the sidebar, select Automation Agents, then + New Agent. The page is titled New automation.

2. Describe it in plain words

   Type what you want, for example “Email me Flipkart campaigns with ROAS below 0.5 every morning” or “Alert me on Slack when total ad spend goes over $500 in a day”. The page shows example prompts you can click. Meerkats supports scheduled reports, alerts by email or Slack, conditional alerts, and conditional campaign changes.

3. Create it

   Select Create automation (or press ⌘/Ctrl + Enter). Meerkats shows the rule it understood: the metric, the threshold, the window, the schedule and the action. Confirm it.

4. Choose how much it may do alone

   A new automation that changes something, for example pausing a campaign, starts in require approval mode: it proposes, you approve. Leave it there for the first few weeks. Automations that only report or alert run on their own.

6. Approve the first proposal#

1. Open the Inbox

   In the sidebar, select Inbox. Proposals wait under Agent runs — need approval, each with the evidence: the metric, the window, what changed and why.

2. Approve or reject

   Select a proposal and approve it, or reject it with a reason. Approve all low-risk approves every proposal marked low risk (for example adding a negative keyword) in one go.

3. Check what happened

   Select Automation Agents › Agents run history. The run shows the proposal, who approved it, the change made in the platform, and the value it replaced, so it can be undone.

7. Invite your team#

1. Open Workspaces

   Select your name at the bottom of the sidebar, then Workspaces. Select the share icon on the workspace.

2. Add people

   Enter email addresses, separated by commas. Choose Read Only - Can view but not edit for people who should see reports, or Read & Write - Can view and edit for people who approve and build. Select Share Workspace.

The Activity log on the same page records who did what from then on.

Next steps#