Credit Bank
Content Credits
Each credit covers one piece of finished content — videos, photos, edits, or social cuts.
0
remaining
150 cap · 0 used
00 OF 150 MAX
Approved this cycle
0
Next refill
—
—
Burn rate
— /wk
based on this cycle
Total Reach
1.13M
↑ 18% vs last month
Engagement Rate
6.8%
↑ 1.2% vs last month
Net New Followers
+2.4K
↑ 340 vs last month
Avg Watch Time
1:42
↑ 12s vs last month
Top Performing Content
Last 30 days · across all platforms
420K views
Q1 Brand Reel
❤️ 18.2K↗ 6.1%
280K views
BTS — Shoot Day
❤️ 9.4K↗ 4.8%
195K views
Product Teaser 15s
❤️ 22.1K↗ 11.4%
147K views
Campaign Hero Cut
❤️ 6.8K↗ 3.2%
89K views
Social Cuts Batch
❤️ 4.1K↗ 8.7%
Reach · Last 8 weeks
Total impressions across all content
1.13M
↑ 18% vs prior 8w
Platform Mix
Reach split by channel
Instagram
420K · 37%TikTok
284K · 25%YouTube
280K · 25%LinkedIn
147K · 13%Active Projects
In production right now
Pending Your Review
Drafts awaiting feedback
Upcoming Sessions
Calls + shoots booked
No upcoming sessions
Recent Activity
Latest moves on your projects
Pro Tip
Posting your next reel Tuesday or Thursday around 7pm matches your audience's peak engagement window — that's when last month's top videos went live.
This Week's Goals
Approve Q1 Brand Reel
Book April shoot day
Review BTS pitch
March 2026
Call
Shoot
Review
Su
Mo
Tu
We
Th
Fr
Sa
Upcoming Sessions
Credits
Content Accelerator Program
Credit Bank
Remaining
of 150 cap
Used This Cycle
of 100 allocated
Next Refill
Apr 25
2026
32 days away
Top-ups Bought
0
this cycle
$0 spent
Recent Transactions
This billing cycle
Select a Draft to Review
4 Total Drafts
Brand Campaign — Final Cut
Feb 17, 2026 · 03:45
In ReviewProduct Launch Teaser
Feb 15, 2026 · 01:52
In ReviewClient Testimonial Reel
Feb 12, 2026 · 05:10
✓ ApprovedSocial Ads — Q1 Batch
Feb 18, 2026 · 02:28
In ReviewApproved
0
Drafts you've signed off on
Approved drafts appear here
TRIPTYCH STUDIOS
••••••••••••4242
Card Holder
JOHN DOE
Valid Thru
12 / 28
Status
INACTIVE
Available Plans
Subscription
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Due This Month
$0
No plan assigned
Invoice History
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Payments secured by Stripe
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← Back to Dashboard
Project
Video Production · Triptych Studios
Budget
TBD
Start
TBD
End
TBD
Project Progress
Step 1 of 6
Proposal
Project scope & investment
Proposal
Needs Review
Contracts
2 agreements
Treatment Agreement
Awaiting
Video Services Agreement
Awaiting
Payments
Project billing
Treatment Fee — 10%
Due before treatment begins
$9,500
Production — 50%
Due at production start
$47,500
Delivery Balance
Due on final delivery
$38,000
UpcomingTreatment
Creative brief · Page 1 of 12
This treatment outlines the creative vision and production approach for the campaign.
Awaiting approval
Production Calendar
March 2026 · Admin-scheduled
Kickoff
Shoot
Wrap
Post Production
Drafts & Review
Downloads
Client view
Final delivered files for this project
Active Projects
—
Completed
—
Proposal Win Rate
—
—
Pending Proposals
—
Pipeline by Stage
Active project count at each phase
Change requests:
0
Project Health
Status across all active work
—
projects
On track 0
Active 0
Needs attention 0
Completed 0
Most Active Clients
By active project count
Upcoming · 7 days
Shoots, deliveries, deadlines
Project Due Dates
Every active project's deadline at a glance · 0 due in view
Sun
Mon
Tue
Wed
Thu
Fri
Sat
—
Overdue
This week
Scheduled
Recent Activity
Latest moves across every project
Quick Actions
Jump straight into common tasks
Internal Schedule
Upcoming shoots, reviews and team events
0 events
No events scheduled
Sent
0
Awaiting Response
0
Accepted
0
Pipeline Value
$0K
All Proposals
Track and manage sent proposals by project
No proposals yet — click + New Proposal to send the first one.
Template contracts are versioned
Edits create a new version. Clients who have already signed will always retain their original signed version.
Project Types
Music Video
6 documents
Commercial
6 documents
Film
6 documents
Music Video
Edit the agreements used for this project type
v2 · Current
Proposal Template
Available Variables
Saving creates a new version. Existing signed contracts are unaffected.
Invoice Integration — Square
Invoices will be linked to your Square account in a future update. Treatment fee and production deposit amounts will sync automatically from your pricing settings.
Integrations
Connect external services — all credentials are stored locally in your browser
Claude AI (Anthropic)
Not connected
Powers AI brief generation when creating projects and AI analysis of call transcriptions. Required for any AI features in the platform.
How to get your API key:
1. Go to console.anthropic.com and sign in or create an account
2. Navigate to API Keys in the left sidebar
3. Click Create Key, give it a name (e.g. "Triptych Portal"), copy the key
4. Paste it below — keys start with
1. Go to console.anthropic.com and sign in or create an account
2. Navigate to API Keys in the left sidebar
3. Click Create Key, give it a name (e.g. "Triptych Portal"), copy the key
4. Paste it below — keys start with
sk-ant-
API Key
Otter.ai
Not connected
Import call transcriptions directly from your Otter.ai account. Browse and select any recording to attach to a project and generate AI project details.
How to get your API key:
1. Go to otter.ai and sign in to your account
2. Click your profile → Settings → Integrations tab
3. Scroll to API Access and generate or copy your API key
4. Note: API access may require an Otter.ai Business or Enterprise plan
1. Go to otter.ai and sign in to your account
2. Click your profile → Settings → Integrations tab
3. Scroll to API Access and generate or copy your API key
4. Note: API access may require an Otter.ai Business or Enterprise plan
API Key
QuickBooks Online
Not connected
Powers Finance · Invoices · Reports
Two-way sync with your QuickBooks Online account. Pulls expenses, payments, P&L, balance sheet, and tax data into your Finance pages. Pushes new invoices and payments back to QBO automatically.
How to connect:
1. Sign in at app.qbo.intuit.com in another tab
2. Click Connect to QuickBooks below and approve access
3. Select the company file to sync (e.g., "Triptych Studios LLC")
4. Data syncs every 15 min · Finance pages update live
1. Sign in at app.qbo.intuit.com in another tab
2. Click Connect to QuickBooks below and approve access
3. Select the company file to sync (e.g., "Triptych Studios LLC")
4. Data syncs every 15 min · Finance pages update live
Company File
Realm ID (auto-filled)
Square
Not connected
Sync invoices, payments, customers and subscriptions directly from your Square account. Enables live payment tracking and auto-sync.
How to get your access token:
1. Go to developer.squareup.com/apps
2. Create or open your app → go to Credentials
3. Copy the Production Access Token (or Sandbox for testing)
4. Optionally copy a Location ID from Locations tab — leave blank to use primary
1. Go to developer.squareup.com/apps
2. Create or open your app → go to Credentials
3. Copy the Production Access Token (or Sandbox for testing)
4. Optionally copy a Location ID from Locations tab — leave blank to use primary
Access Token
Location ID (optional)
LinkedIn
Not connected
Publish posts and content directly to your LinkedIn company page or personal profile. Enables the Marketing tab social publishing features.
How to connect LinkedIn:
1. Go to linkedin.com/developers/apps and create an app
2. Under Auth tab, copy your Client ID
3. Add your redirect URI:
4. Request w_member_social and r_liteprofile scopes, then click Connect below
1. Go to linkedin.com/developers/apps and create an app
2. Under Auth tab, copy your Client ID
3. Add your redirect URI:
https://oauth.triptych.studio/linkedin4. Request w_member_social and r_liteprofile scopes, then click Connect below
Client ID
Frame.io
Not connected
Share review links, manage footage and cuts, and deliver final assets to clients. Connect your Frame.io account to enable asset management directly from the platform.
How to get your API token:
1. Go to app.frame.io and sign in
2. Click your avatar → Developer → Tokens
3. Click Create a Token, give it a name, select scopes:
4. Copy the generated token — it starts with
1. Go to app.frame.io and sign in
2. Click your avatar → Developer → Tokens
3. Click Create a Token, give it a name, select scopes:
offline and all4. Copy the generated token — it starts with
fio-u-
API Token
Typeform
Content Accelerator onboarding form for new clients
How to get your Typeform URL:
1. Go to typeform.com and create or open your form
2. Click Share → select Embed in a web page
3. Copy the form URL (looks like
4. Paste it below — clients see it full-screen when they click Join Program
1. Go to typeform.com and create or open your form
2. Click Share → select Embed in a web page
3. Copy the form URL (looks like
https://yourworkspace.typeform.com/to/xxxxxxxx)4. Paste it below — clients see it full-screen when they click Join Program
Your keys stay local. All API credentials are stored only in your browser's localStorage and are never sent to Triptych servers. Clear your browser storage to remove them at any time.
All Contacts
| Name | Company | Role | Phone | Type | |
|---|---|---|---|---|---|
| John Doe | Acme Studio | Creative Director | +1 310 555 0192 | Client | |
| Jamie Torres | freelance | Director of Photography | +1 323 555 0214 | Crew | |
| Riley Moss | freelance | Colorist | +1 310 555 0988 | Crew |
Analytics
Connect LinkedIn
Analytics, posting & scheduling
Step 1 of 3 — LinkedIn App Credentials
Client ID
Client Secret
Pipedream Callback URL
See setup guide → Step 2 to get this URL
Setup Guide (one-time, ~5 min)
1
Create a LinkedIn App
Go to linkedin.com/developers → My Apps → Create App. Add the Share on LinkedIn product under Products.
2
Set up Pipedream callback (free)
Go to pipedream.com → New Workflow → HTTP Trigger. Copy the endpoint URL and paste it in Step 1 above. Then add this code as the next step:
Add the Pipedream URL to Authorized Redirect URLs in your LinkedIn app too.
// Pipedream step code
const token = steps.trigger.event.query.access_token
|| steps.trigger.event.query.code;
await $.respond({
status: 200, headers: {'Content-Type':'text/html'},
body: `<script>window.opener.postMessage({li_token:'${token}'},'*');window.close();</script>`
});
3
Copy your Client ID & Secret
In your LinkedIn app → Auth tab. Copy the Client ID and Primary Client Secret into Step 1 on the left.
That's it. After setup you never need to touch this again — token auto-refreshes. The whole thing takes about 5 minutes and Pipedream is free.
Managing content for
—
Plan
—
0
connected
Connected Accounts
Login to post
Scheduled Content
March 2026
Su
Mo
Tu
We
Th
Fr
Sa
All Posts (0)
Total
0
In Progress
0
Ready
0
Delivered
0
Deliverable Tracker
| Deliverable | Project | Client | Due | Status |
|---|---|---|---|---|
| No deliverables yet | ||||
Conversations
Select a client
Open in Email
Emails go directly to your inbox
Click "Open in Email" or use the compose bar below to send
Activity Feed
Total Folders
5
Clients with Folders
1
Clients without
0
Folder Library
Folders are unique per client
Viewing Client
Client Overview
Upload Files
Target Folder
Drop files or click to browse
MP4, MOV, JPG, PNG, PDF
All Invoices
Tracks treatment fees & production payments across projects
No invoices yet
Users
Manage user access and assign their content menu type
| Client | Plan | MRR | Menu Type | |
|---|---|---|---|---|
John Doe Acme Studio |
— | $0 |
Pricing
Service tiers and credit cost configuration
Service Tiers
Subscription
Monthly Credit Allowance
Credits included per billing cycle
cr / mo
Credit Cap (max balance)
Hard limit on credits a client can hold
max
Top-Up Purchases
Price Per Credit
What clients pay when buying extra credits
$
/ cr
Minimum Top-Up
Smallest number of credits they can buy at once
min
Credit-Gated Actions
Estimated Delivery Schedule
Set how many business days after a shoot or submission clients can expect their deliverable. Weekends are automatically skipped.
Current rules:
Mon–Tue shoot → Friday · Thu shoot → Monday · Others → 3 business days
Live Preview
Included Credits100 cr
Top-up Rate$25.00/cr
Max Top-up Cost$$3,725
Contract Invoicing
Treatment Fee
% of proposal value
%
Production Deposit
% of proposal value
%
Based on $95K proposal: $9,500 treatment · $47,500 deposit · $38,000 balance
Total Allocated
120
Used This Cycle
0
Remaining
34
Pending Requests
1
Credit Balances
Content Accelerator Program — client credit balances
| Client | Plan | Monthly | Top-Up | Total | Used | Remaining | Refills |
|---|
Credit Requests
Submitted by Content Accelerator Program clients
| Client | Service | Credits | Submitted | Status | |
|---|---|---|---|---|---|
John Doe Acme Studio |
Client Transformation Reel | 3 | Mar 24 | Pending |
Menu Preview — Full Service
This is what the client sees in their Redeem Credits menu
All Reviews
| Asset | Client | Status | |
|---|---|---|---|
| — | — | Pending |
