Who: Agency owners and admins · Plan: Agency<h2>Overview</h2>The agency dashboard gives you a bird's-eye view of every client workspace in one place.<h2>What you'll see</h2>Open Agency Overview for combined stats across your clients (users, ideas, inputs, posts, scheduled and published), plus a breakdown per workspace and recent activity.<blockquote>📸 Screenshot: The Agency Overview with the combined stat cards and per-workspace breakdown.</blockquote>More for agencies:<ul><li><a href="https://feedback.captureflow.ai/en/help/articles/3469426-create-and-manage-client-workspaces">Create and manage client workspaces</a></li><li><a href="https://feedback.captureflow.ai/en/help/articles/5433610-the-multi-workspace-calendar">The multi-workspace calendar</a></li><li><a href="https://feedback.captureflow.ai/en/help/articles/4777250-the-agency-activity-log">The agency activity log</a></li></ul>

See activity and stats across all your client workspaces.

Agency dashboard overview

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Start creating with CaptureFlow in your first 5 minutes.

Getting Started

Get familiar with CaptureFlow and what you can do with it.

Welcome to CaptureFlow

Create your account, set up your profile, and choose your language.

Set up your account

The guided setup that builds your first content strategy.

Complete your onboarding

Connect LinkedIn so you can publish and schedule posts.

Connect your LinkedIn account

Style your videos and graphics so every post looks like you.

Set up your branding

Go from a quick capture to a scheduled LinkedIn post with your Content Agent.

Create and publish your first post

Understand the core ideas behind CaptureFlow.

How CaptureFlow works

How a capture becomes a published post, step by step.

The content flow, end to end

The three building blocks of CaptureFlow and how they fit together.

Ideas, Inputs and Posts

Why a new capture takes a moment before it's ready, and what to expect.

What happens after you capture

Turn anything into content: record, upload, paste or dictate.

Capturing content

Every way to bring content into CaptureFlow, and when to use each.

Ways to capture content

Type, paste, dictate or attach an idea, straight from Home.

Capture from the Home screen

Paste a URL and CaptureFlow pulls the page in for you.

Capture a link or website

Bring in a video, audio file, PDF, image or text document.

Upload a file

Record yourself with a live preview, devices and orientation.

Record a video or audio in the Studio

Let the AI ask you questions, and read your script on screen.

Use the AI Interviewer and teleprompter

Find, filter and act on everything you've captured.

Manage your Inputs library

Plan what to create with AI-suggested and custom ideas.

Ideas

Your running list of things to create content about.

What are Ideas

Let CaptureFlow suggest fresh ideas grounded in your strategy.

Generate ideas from your strategy

Add custom ideas, then search, schedule and archive them.

Add and organize your own ideas

Turn an idea into a recording or post, with everything linked.

Capture content from an idea

Create posts with your agent, then edit, render and share them.

The Content Agent & posts

Turn a capture into ready-to-post content by chatting with your agent.

Create posts with the Content Agent

Refine wording, titles and media right inside the conversation.

Edit posts with the agent

Find, resume, pin and archive your conversations in the Agents inbox.

Manage your Content Agent conversations

Take a post live with Save Draft, Schedule and Post Now.

Approve, schedule or publish from the agent

Create posts directly from a capture without a conversation.

Generate posts from an Input or Idea

Browse, filter and organize posts in grid, list or kanban.

Manage your posts

Edit text, hashtags and per-platform versions on the post page.

Edit a post and its platform versions

Turn a post into a finished video and download the file.

Render and download videos

Swap images, PDFs and video on image and carousel posts.

Replace media and carousels

Send a post to a teammate to edit and publish from their own account.

Share a post with a teammate

Calendar & scheduling

See your drafts and scheduled posts in a month or week view.

Plan content with the calendar

Pick a time to publish, and move posts by dragging.

Schedule and reschedule posts

Schedule drafts from the calendar

How proposing and approving posts works for teams.

The approval workflow

Define your pillars, audience, cadence and source material.

Strategy & knowledge

The plan behind everything CaptureFlow creates for you.

Your content strategy, explained

See and change your goals, audience, schedule and pillars.

View and edit your strategy

How pillars and formats work, and sharing a strategy across a workspace.

Content pillars, formats and workspace strategy

Add your own material so ideas are grounded in what you know.

Ground your content with a knowledge base

What you can add to your knowledge base today

Brand guidelines

Control how captions look on every video CaptureFlow makes.

Style your video captions

The automatic edits that polish your video shorts.

Video effects: zoom, silences and filler words

Set the colors, font and footer for generated graphics.

Brand your infographics

See what's working and keep your momentum.

Analytics & streaks

See how your content performs at a glance.

Understand your analytics dashboard

Real versus estimated numbers, and how to get full data.

Where your analytics data comes from

Dig into per-post performance and compare posts.

Explore your top and all posts

Keep your momentum with streaks and weekly goals.

Build a publishing streak

Connect LinkedIn and the browser extension.

Connections & publishing

Where your posts can be published on LinkedIn.

Publishing to personal profiles and company pages

The places in CaptureFlow you can schedule and publish.

Where to publish from

Add the extension to capture from anywhere and sync analytics.

Install the CaptureFlow Chrome extension

Link the extension to your account in a couple of steps.

Connect the extension with a token

Save ideas from the web and sync your LinkedIn analytics.

Capture posts, pages and analytics with the extension

Workspaces & team

What a workspace is, switching between them, and creating new ones.

Workspaces: switch and create

What owners, admins, members and viewers can do.

Roles and permissions

Invite teammates, resend invites and remove members.

Invite and manage team members

See and act in CaptureFlow as one of your members.

Preview as a member (View As)

Hand over a workspace, or leave one you've been invited to.

Transfer ownership or leave a workspace

For agencies

Add, edit and archive workspaces for your clients.

Create and manage client workspaces

Put your own brand and subdomain on CaptureFlow.

Whitelabel your platform

Plan content across every client in one calendar.

The multi-workspace calendar

How client-workspace members are restricted, and monthly video caps.

Managed members and video limits

Track what's happening across all your workspaces.

The agency activity log

Manage your profile, preferences and subscription.

Account & billing

Update your name, photo, language and password.

Your profile and language

Set your default camera, microphone, orientation and AI interviewer.

Recording preferences

Default posting time, approval, notifications and timezone.

Publishing preferences

Your activity log

The CaptureFlow plans and what you get on each.

Plans and what each includes

Change your plan, add seats and view invoices.

Manage your subscription and seats

Privacy & security

The content and account data we keep for you.

What data CaptureFlow stores

What CaptureFlow can do on LinkedIn, and how to revoke it.

LinkedIn permissions and security

Exporting your data

How to permanently remove your account and everything in it.

Delete your account and data

Troubleshooting & FAQ

Why a capture takes a moment, and when to worry.

My recording is stuck processing

What Render Failed means and how to fix it.

My video render failed

What to do when a pasted link can't be read.

A link or website wouldn't import

Accepted formats, size limits and upload fixes.

Unsupported file type or upload failed

Reconnect LinkedIn so your posts keep publishing.

LinkedIn disconnected or expired

What to do when a scheduled post doesn't go out.

A post failed to publish

What happens if the interviewer disconnects mid-recording.