Revenue Recovery Engine
Setup Wizard
1
Workspace
2
API Key
3
Engine
4
Sync
5
Preflight
6
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'
.
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Next Step: Get Your Keys