How it works
Visual walkthroughs of every part of AffZero — from your first connection to advanced automation workflows. Each guide includes screenshots, GIFs, and step-by-step instructions.
Getting Started
8 guidesCreating Your First Connection
Link your affiliate platform — Affise, Binom, CAKE, or the built-in Demo — and start pulling live data in minutes.
Creating Your First Automation
Use the Update Tracker Records preset: Pull Stats → Condition Check → Tracker Action—then save, schedule, and confirm the run in Runs & Logs.
Runs & Logs
Inspect every automation execution: statuses, step-by-step output, variables, emails, and errors.
SMTP Email Integration
Add Gmail, Outlook, Yahoo, iCloud, or any SMTP server under Providers → Email Service—then pick the account in every Send Email step.
Gmail & Google Drive Integration
One Google OAuth connection enables Drive saves, Google Doc invoice templates, Sheets exports, and sending mail from your Gmail address in automations.
Email Templates
Build reusable subjects and HTML bodies—optionally with presets or AI—then pick the template inside any Send Email step.
Invoice Templates
Rich Text (HTML) or Google Doc layouts—with variables merged at PDF generation and delivered by your automations.
Invoice Numbering
Configure one global sequence so `{global_invoice_number}` is issued inside every Create Invoice step—no duplicate Generate step unless you need a separate local series.
Advanced Automations
3 guidesUsing Automation Presets
Start from a ready-made workflow instead of building from scratch — presets wire up the right steps so you just fill in your data.
AI-Assisted Automation Setup
Describe what you want in plain language and let AffZero's AI build the automation for you — then tweak it as needed.
Building Automations from Scratch
Deep dive into the automation builder: advanced step chaining, conditional logic, loops, and variable expressions.