# Checklist for teams

This checklist covers five key areas to help you set up Adalysis for your team, covering everything from setup and automation to scaling and team buy-in.

### Making the case for Adalysis

We often get asked how to build leadership and team buy-in for Adalysis. Here are the key factors that make us different from other PPC management platforms:

* Adalysis brings all your **data and management tools into one platform**, so there’s no need to jump between systems.
* **Automatic data refresh** means your alerts stay up-to-date without manual audits or analysis.
* A **rich set of tools** lets you make most changes directly in the platform through a **fast, intuitive interface**. Many customers say this significantly boosts their teams' productivity.
* The **notification system** keeps you informed of important changes and issues. You can follow a workflow where you log in only when an action is needed.
* Adalysis simplifies **team workflows** and helps you to monitor progress.
* It offers **reporting solutions** for both internal use and for your clients (if you have any).
* With a comprehensive suite of **budget management tools**, Adalysis helps you fully automate a major time drain.
* Its **modular design** lets team members focus on different areas of the workflow independently.

### Customize Adalysis for your team

These quick, one-off steps help your team get up to speed:

* [Set up your team](/onboarding/getting-started/core-account-settings/team-members.md)
* [Set up the notification channels and frequency ](/onboarding/getting-started/core-account-settings/notifications.md)

Then, customize the settings of the Adalysis core features as needed:

* [Customize the prebuilt alerts](/tools/audit/how-to-customize-prebuilt-alerts.md)
* [Create your own custom alerts](/tools/audit/how-to-create-custom-alerts.md) (if needed)
* Enable the autopilot by [activating automatic actions ](/tools/audit/how-to-auto-resolve-alerts.md)linked to your audit alerts. For example, you can set up an automatic keyword mining system
* [Customize the performance monitors](/tools/performance/how-to-create-performance-monitors.md)
* Set up [budget pacing](/tools/budget/pacing.md) or [automation](/tools/budget/auto-manage.md)

### Prepare to scale

The [Global settings](/tools/audit/global-settings.md) lets you save your preferred settings across your portfolio and apply them automatically to clients you'll onboard in the future.

[Explore](/onboarding/getting-started/account-organization/ongoing-optimization.md) the modular tools available to help you scale your account performance.

### Track team progress 

For team leads, Adalysis provides additional data:

* [How often each team member logs in](/onboarding/getting-started/account-organization/user-login-history.md)
* [Team change history ](/onboarding/getting-started/account-organization/change-history.md)

### Set up your reporting

Adalysis offers templates for client and team reports, as well as prebuilt audit reports.

[Find out more](/tools/reporting/automate-your-reporting.md)

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