Quickstart for Agency Founders

This guide helps agency founders use Sire to deliver automated workflows to clients, scale service offerings, and build repeatable deliverables.

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Step 1: Set Up Your Organization

1. Sign up at sire.run with your work email.
2. Go to Settings > Organization and name your tenant (e.g., "Acme Digital Agency").
3. Invite team members under Settings > Team and assign roles:
   • Owner for partners who manage billing and settings.
   • Editor for team members who build and run workflows.
   • Viewer for clients who need read-only access to results.

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Step 2: Build Your First Client Deliverable

Agencies typically deliver recurring reports, content pipelines, or monitoring dashboards. Here is how to create one.

Example: Weekly Competitor Report for a Client

1. Open the Prompt Panel in Mission Control.
2. Enter: "Every Monday at 9am, search for news about [client's competitor], summarize the top 5 articles, and email the summary to [client email]."
3. Click Generate to create the workflow DAG.
4. Review the steps: web search, content extraction, summarization, email delivery.
5. Click Deploy and set the schedule.

Your client now receives an automated weekly briefing without any manual effort from your team.

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Step 3: Create Reusable Workflow Templates

Once you have built a workflow that works well, save it as a template to reuse across clients.

1. Open the workflow in Mission Control.
2. Click Save as Template.
3. Replace client-specific values with variables (e.g., {{client_name}}, {{competitor_url}}).
4. When onboarding a new client, instantiate the template with their specific values.

This approach lets you scale service delivery without rebuilding workflows from scratch.

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Step 4: White-Label Your Deliverables

Sire's artifact system lets you deliver polished outputs to clients under your agency's brand.

• Artifacts generated by workflows (reports, documents, data exports) are stored securely and can be shared via download links.
• Use the API to embed Sire-generated outputs into your own client portals or dashboards.
• Combine with Scheduled Triggers to deliver recurring deliverables automatically.

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Step 5: Manage Multiple Clients

Use Sire's organization features to keep client work separated and organized.

• Separate Workflows per Client: Name workflows clearly (e.g., "Acme Corp - Weekly SEO Report").
• Credential Isolation: Store each client's API keys and credentials separately under Settings > Credentials.
• Usage Tracking: Monitor per-workflow execution costs in the Usage Dashboard to ensure profitability per client engagement.

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Step 6: Scale with MCP Integrations

Connect the tools your agency already uses.

Register these in Settings > MCP Servers and they become available across all your workflows.

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Next Steps

• Browse the Use Case Gallery for more automation patterns to offer clients.
• Learn about Human-in-the-Loop for workflows that need client approval before execution.
• Read Organization Management for detailed team and billing controls.