This is the new account setup checklist. In the first 30 days it appears on the welcome page (Start here), in the Account Center and in Meta Ads, with four steps that are checked off automatically as you use the product:

  1. Connect Meta or Google (Connect button).
  2. Choose ad accounts (Choose button).
  3. Create the first report (Create button).
  4. Meet the Copilot (Open button).

You don't need to mark anything by hand: the step is completed when the action happens. To hide the card, click the x (Dismiss); it also disappears on its own when the account is 30 days old or when the four steps are completed. Team members do not see this card: whoever connects and chooses the accounts is the owner.