Septra Operating System Docs
Everything you need to connect data sources, configure autonomous AI agents, and deploy custom intelligence layers inside your organization.
Intelligence Sources & Data Connectors
Step-by-step setup guides to link your advertising, analytics, outreach, CRM, CMS, social, and code repositories to Septra.
Google Ads Configuration Guide
Step-by-step guide to connecting your Google Ads account to Septra for automated campaign performance monitoring and AI budget optimization.
HubSpot CRM Configuration Guide
Connect HubSpot to Septra via OAuth 2.0 to sync deal pipelines, contacts, and conversion metrics for automated business and sales pipeline reporting.
Meta Ads Configuration Guide
Learn how to connect Facebook and Instagram ad accounts to Septra to give your AI team visibility into Meta ad performance and creative analytics.
Reddit Ads Configuration Guide
Learn how to connect Reddit Ads to Septra via OAuth 2.0 to track campaign spend, community-level conversions, and multi-channel ad efficiency.
LinkedIn Ads Configuration Guide
Step-by-step instructions for connecting LinkedIn Campaign Manager to Septra for B2B ad performance monitoring and firmographic audience insights.
Granola Meeting Intelligence Configuration Guide
Connect Granola to Septra via OAuth and MCP to sync meeting notes, customer interview transcripts, and action items for your AI strategy and product team.
Google Marketing Configuration Guide (GA4, Search Console, YouTube)
Learn how to connect Google Analytics 4, Search Console, and YouTube Analytics to Septra, including post-OAuth property selection.
OpenAPI & Custom CMS Integration Guide
Learn how to connect any custom headless CMS (WordPress, Strapi, Sanity, Ghost) to Septra using an OpenAPI 3.x REST specification for automated content publishing.
Instantly Email Outreach Configuration Guide
Step-by-step instructions for connecting your Instantly.ai organization API key to Septra for cold email campaign performance tracking.
Competitor Intelligence & Tracking Guide
Configure automated competitor intelligence in Septra to monitor pricing shifts, messaging pivots, ad creatives, and weekly competitor watch digests.
Odoo CRM & Sales Integration Guide
Learn how to connect your Odoo instance to Septra via XML-RPC to sync CRM opportunities, contacts, sales orders, and invoicing data.
EmDash CMS Integration Guide
Step-by-step guide for connecting EmDash Headless CMS to Septra, enabling automated content indexing and AI draft creation.
Social Accounts Configuration Guide (Instagram & LinkedIn)
Learn how to connect Instagram Business accounts and LinkedIn Company Pages to Septra for engagement analytics and scheduled social publishing.
GitHub Code Repositories Configuration Guide
Learn how to connect your GitHub repositories to Septra via the Septra GitHub App, granting your CTO Agent codebase retrieval and automated Pull Request creation capabilities.
Platform Features & Workflows
Comprehensive user guides for navigating your AI agent team, scheduling executive reports, tracking KPIs, and publishing content.
Learn the basics of the Septra platform, workspaces, and initial setup.
Learn how to set up, track, and align marketing and revenue KPIs in Septra to guide autonomous AI agent strategy and budget decisions.
Meet Septra's autonomous AI agent team (CMO, Paid Ads Optimizer, Growth Lead, Business Analyst, CTO, and Product Team) and learn how multi-agent delegation works.
Learn how Septra's task board and human-in-the-loop approval gates keep you in full control of ad budget changes, social publishing, and CMS updates.
Learn how to manage documentation, upload PDFs, and ground your agents' memory.
Guide to Septra's 8 automated executive audit reports covering Paid Ads, SEO, AI Search (GEO), Sales Pipeline, Invoicing, and Operations with PDF exports.
Learn how Generative Engine Optimization (GEO) audits brand mention rates, citations, and competitor share of voice across ChatGPT, Perplexity, and Gemini.
Learn how to use Septra's SEO Health dashboard to audit on-page technical factors, track Search Console rankings, and execute content gap strategies.
Learn how to connect Google Ads, CRM systems, and social accounts to your Septra workspace.
Discover how Nova (CMO), Pulsar (Paid Ads), and other agents coordinate marketing campaigns.
Learn how agents draft social media posts and how human-in-the-loop approval works before publishing.
Step-by-step guide to generating SEO articles with AI imagery and publishing directly to your connected CMS using Septra's content pipeline.
Developer & Architecture Reference
Integrate external LLMs over the Model Context Protocol (MCP), embed chat widgets, and review our tenant data isolation architecture.
Copy the script code to embed your workspace agents on WordPress, Webflow, or Shopify sites.
Configure custom DNS records and CNAME mappings to host your agent widgets under your own branded domain.
Expose your workspace knowledge bases and agents directly to local IDEs, Claude Code CLI, and Claude Desktop using the Model Context Protocol.
Detailed technical architecture of Septra serverless integrations.
Detailed technical reference on Septra's multi-tenant isolation, data encryption standards, and AI model privacy policies.
Review the detailed role definitions and permissions matrix for Owner, Admin, Editor, and Viewer roles in Septra.