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Every client gets a dedicated workspace. Add the people you choose: their access stays within that workspace.

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Every workspace is sealed off: only its members have access, and a folder leaves it only when you share it.

Video · 15 s9:16

What Pilot does for an agency

One workspace per client
Its logo, its ad accounts, its conversations.
One folder per topic
The launch, the weekly report, the seasonal sale… each project has its own folder.
An external link
To view a dashboard, read-only, without a Pilot account.
Four team roles
Owner, Admin, Editor, Viewer: everyone acts according to their role.

Try navigating across several Pilot workspaces

Here are three fictional clients of one agency, with their folders, conversations, documents and team. Take the guided tour, or click freely around this demo.

Demo · fictional dataFictional data

Guided tourFive steps, one minute: switch workspaces, open a folder, share it, set up the team.

Lumio Sneakers

4 members · Meta Ads, Google Ads, TikTok Ads · Last 30 days, Sep 6 to Oct 5

Spend
€31,806
Purchases
1,126
Cost / purchase
€28.25
ROAS
4.20

Monday report

6 conversations · 5 documents

Conversations6
  • Monday report, Week 40Oct 5
  • Monday report, Week 39Sep 28
  • Why has cost per purchase been climbing since Sep 22?Sep 24
  • Monday report, Week 38Sep 21
  • Compare Meta Ads and TikTok Ads for SeptemberSep 17
  • Monday report, Week 37Sep 14
Documents5

Every client topic in its own folder.

Conversations on the same topic go into one folder. The dashboards and reports they produce are filed in that same folder, without moving a thing.

Folders

Northwind OutdoorFictional data

Folders

Winter season5 conversations · Shared
France1 conversation · Shared
Nordics3 conversations · Shared

Accounts in folder “Nordics”

All accounts

Meta Ads · Northwind · Nordics

Google Ads · Northwind · Search and Shopping

Bing Ads · Northwind · Bing

CancelSave
Monday report6 conversations · Shared
Winter sale2 conversations · Private

Nordics

3 conversations · 1 document

Conversations3
  • Weather and jacket sales: is there a link?Oct 4Camille Roy
  • First results for the collectionSep 29Hugo Lambert
  • Mountain audiences to testSep 19Inès Moreau
Documents1
  • Winter season dashboardDashboard · Oct 6
The folder column of the Northwind Outdoor workspace: the “Winter season” campaign folder and its sub-folders by market, the account scope menu open on “Nordics”, restricted to the Nordic Meta Ads account, then the view of that sub-folder, shared with the team. Sample data.
  1. Sub-foldersTo go further: one folder per campaign, one sub-folder per market.
  2. Shared with the teamA shared folder is visible to the whole workspace team.
  3. An account scopeA folder can be restricted to some of the client's ad accounts.

A stronger bond with all your clients.

Share a folder by email with someone outside your team. They don't need a Pilot account to view the report you sent: their link is personal. Your conversations, on the other hand, stay in the workspace.

Share a folder

Share the folder “Éclat Serum launch”

Sharing applies to every dashboard in the folder and its sub-folders, including those filed later.

lea@solis.example

Notify peopleViewer

Léa, the whole serum launch is here. The next reviews will be filed here too.

CancelSend

After sending:

People with access

  • Camille Roy (you)

    camille@agence.example

    Owner

  • theo@agence.example

    Workspace member

    EditorRemove access

  • lea@solis.example

    Outside the workspace · personal link

    ViewerRemove access

Workspace members always have access to this folder.

General access

Restricted

Only workspace members and people added can open it.

Copy linkDone
The sharing window of the “Éclat Serum launch” folder, in two steps: while adding Léa, at Solis, with the role, the notification and a message; after sending, a workspace member as Editor, Léa as Viewer with “Remove access”, and general access set to “Restricted”. Sample data.
  1. Someone from outsideA workspace member can be given the Editor role. Someone from outside always opens the folder view-only.
  2. Restricted access or by linkAccessible to the people you add, or to anyone who received the link: you choose.
  3. A written notificationThe person gets an email with your message.
  4. Access removed in one clickOnce it is turned off, the personal link can no longer open the folder.

Everyone has a role, in every workspace.

Invite your account managers, consultants and clients into the workspaces that concern them. You set each person's role and access case by case.

The team

Lumio SneakersFictional data

Team

Invite
Members (4)

  • camille@agence.exampleYou

    Owner

  • hugo@agence.example

    Admin

  • ines@agence.example

    Editor

  • marc@lumio.example

    Viewer

    Change role

    Admin

    Editor

    Viewer

    Remove

Pending invitations (1)

paul@lumio.example

Invited as Viewer

Copy invitation link

Invite a member

Send an invitation by email.

Email

colleague@company.com

Role

Viewer

CancelSend
The Team page of the Lumio Sneakers workspace, as its owner sees it: the “Invite” button, the four members and their role, the “Change role” menu open on a member, the pending invitation with “Copy invitation link”, and the “Invite a member” window, with the email address and the role. Sample data.
  1. Four rolesOwner, Admin, Editor and Viewer, assigned workspace by workspace.
  2. Who invitesThe workspace's Owner and Admins invite by email, with the role of their choice. An invitation link can be copied too.
  3. Who changes rolesOnly the workspace's Owner can change a member's role.
  4. Pending invitationsThey stay listed on the Team page, with their role: you can copy their link or cancel them.

Three steps for every new client

  1. Create its workspace

    Your client's name, logo and ad accounts, through each ad platform's official access.

  2. Organize by topic

    One folder per campaign or per topic. Conversations and their documents are added to it.

  3. Invite, share

    The people on your team, your clients, or a folder shared with just one person.

Before you open your workspaces

No. Every workspace is sealed off, and a person only sees the workspaces they're invited to. A shared folder opens only its own dashboards.

And your clients, what can they access?

7-day free trial, no credit card required. In your first hour: create a first client's workspace with its logo, connect its ad accounts, set up a first folder, then share it with one person.

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The demo uses fictional brands: Lumio Sneakers, Solis Skincare, Northwind Outdoor and seven other made-up clients. Their visuals, teams and numbers are invented.

Pilot's other features

Each of Pilot's many features comes with its own video, demo and detailed explanation.

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