Revenue Recovery Engine

Setup Wizard

Workspace

API Key

Engine

Sync

Preflight

Deploy

Prepare Your Workspace

Duplicate the Template

Click the provided Notion link and press the Duplicate button in the top right corner to copy the template to your own workspace.

Configure System Settings

Open the System Settings database. Enter your Admin Email. Ensure the Safety Switch is checked (✅) and AI Enabled is unchecked (⬜). Do not touch any other fields for now.

Create a Sandbox Client

Open the Clients database. Create a new row named 'TEST'. Enter an email address different from your Admin Email and set the status to 'New'.