This is basically the setup we used for all of our systems and operations.
I’m gonna be straight with you — we copied most of this from Karlo and big guys on X. Shoutout to him again. He showed me exactly what him and the brands he works with were using, and we literally just pasted it over to our brand.
If you want the super detailed version, the better way of doing it, all the prompts, and how to get it dialed specifically for your brand — then join Ecom Talent. It’s insane. What I’m giving you here is just the baseline.
📋 Monday.com
This was the hub for everything ads.
- We had different tables:
- 🎬 Video Ads
- 🖼 Image Ads
- Used it for tracking creative pipeline, hit rate, updating everyone when they had a task.
- Basically: if it wasn’t in Monday, it didn’t exist.
💬 Slack
- Where all communication happened.
- Whole team lived in here.
- Different channels for different use cases (creatives, statics, ops, etc.).
📊 Atria
- Great app for clean data.
- Pulled everything into simple dashboards.
- Exported data out → uploaded into the Cloud project.
🗂 Milanote
- This was for creative briefings.
- Every single brief was organized in Milanote.
- Each one linked inside of Monday.
- Clean, visual, easy to hand off to editors/strategists.
📈 Triple Whale
We had it, but barely used it. Still worth mentioning:
- Super powerful if you upgrade to their higher plans.
- AI insights + the ability to make instant changes in the ad account.
- We just didn’t rely on it personally.
💵 TrueProfit
- Used this for automated profit tracking.
📚 QuickBooks
- Our bookkeeper lived in here.
- All accounting ran through it.
⚙️ Shopify Apps + Supplier Tools
- Standard stack that I already broke down in the below section.
Big takeaway: Don’t overcomplicate this.
We literally just stole the system from someone smarter, tested them, and kept what worked.