Client: save the plan for a newly connected account
channel_plan_saveSaves Autopilot's plan for an account linked after the client's set-up, for the agency to approve (it starts nothing). Check every checklist item from channel_plan_get against the real account first. Allowed in Autopilot runs, shadow included.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client | Yes | Client name from list_clients | |
| channel | Yes | ||
| strategy | Yes | What Autopilot will do with this account and why, from its real numbers and the client's win | |
| checklist | Yes | Every item from channel_plan_get's checklist: ok, and the evidence you saw | |
| first_steps | Yes | What Autopilot does first once approved | |
| expectations | Yes | What is measured, the expected number, by when (a date or "week 4") |