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Getting started

The shortest path from first login to a working publishing system

Choose your route

Start from the beginning or jump straight to the workflow you want.

All of these workflows are supported. If you want the cleanest onboarding path, follow the guide from the top. If you already know what you want to do first, jump directly to the matching step below.

I want to…Go to
I need to connect Substack firstOpen step
I want to import my Substack NotesOpen step
I want to import my Substack articlesOpen step
I need my first scheduled Substack Note liveOpen step
I want one idea turned into LinkedIn and X versionsOpen step
I want to schedule one article to Medium or SubstackOpen step
I want better timing defaults before I post more oftenOpen step
I want to batch a full week of NotesOpen step
I want to generate Notes that sound like me from an articleOpen step
I want to see which content brings in subscribersOpen step
I want to run subscriber DM campaignsOpen step
I want to connect Claude or ChatGPTOpen step
I want REST API tokens and webhooksOpen step
I want AI to help manage the queueOpen step

Fastest route

If you would rather follow one proven sequence, this is the shortest route from first connection to a working publishing loop.

1

Connect Substack

Bring your publication, Notes history, and subscriber context into Narrareach first.

2

Schedule one Note

Get one publish workflow working before you add automation or multiple channels.

3

Cross-post one idea

Add one social destination so the distribution layer becomes real, not theoretical.

1

Stage 1

Get connected

Start here: connect Substack, wait for your first sync, review what Narrareach pulled in, then add the channels you want ready.

Step 1.1

Connect Substack

Create your account

Open

Sign up → Connect Substack

Do this

  1. Create your account.
  2. Click Connect Substack.
  3. Sign in to Substack in the same browser.
  4. Wait for the first sync to finish.
  5. Return when your publication appears in Narrareach.

Then go to

  • Go to Integrations or open Notes.

Step 1.2

Import Substack Notes

Open Notes

Open

Notes

Do this

  1. Connect Substack first.
  2. Wait for the first sync to finish.
  3. Open Notes.
  4. Review the imported Substack Notes in your Notes list.
  5. Open any Note you want to reuse, edit, or cross-post.

Then go to

  • Stay in Notes if you want to schedule or distribute one of those Notes.

Step 1.3

Import Substack articles

Open Articles

Open

Articles

Do this

  1. Connect Substack first.
  2. Wait for the first sync to finish.
  3. Open Articles.
  4. Review the imported Substack articles there.
  5. Open any article you want to edit, schedule, or repurpose.

Then go to

  • Use Generate Notes if you want to turn one imported article into Note drafts.

Step 1.4

Add LinkedIn, X, Bluesky, and Threads

Connect platforms

Open

Integrations

Do this

  1. Open Integrations.
  2. Choose the first platform you want available in the composer.
  3. Finish the connection for LinkedIn, X, Bluesky, or Threads.
  4. Repeat for any other channels you want ready.

Then go to

  • Open Notes when you are ready to schedule or cross-post.
2

Stage 2

Publish your first posts

Use Notes for short-form publishing and the Editor for long-form publishing.

Step 2.1

Schedule your first Substack Note

Open Notes

Open

Notes

Do this

  1. Open Notes.
  2. Click New Note.
  3. Write or paste your Note.
  4. Choose Substack as the destination.
  5. Pick the date and time, then schedule it.

Then go to

  • Stay in Notes if you want to cross-post the same idea next.

Step 2.2

Cross-post one idea across channels

Open Notes

Open

Notes

Do this

  1. Open the Note you want to reuse.
  2. Add LinkedIn, X, Bluesky, or Threads destinations.
  3. Edit each version in the composer.
  4. Pick the time for each platform, then schedule them.

Then go to

  • Open the calendar if you want to move anything before it goes live.

Step 2.3

Schedule one article to Medium or Substack

Open the Editor

Open

Editor → Choose Platforms

Do this

  1. Open the Editor.
  2. Write or paste your article.
  3. Click Choose Platforms.
  4. Select Medium, Substack, or both.
  5. Pick the date and time, then confirm the schedule.

Then go to

  • Open Articles if you want to review the scheduled article later.

Step 2.4

Set stronger timing defaults

Open Notes

Open

Notes / calendar

Do this

  1. Open your scheduled Notes.
  2. Review the times already in the queue.
  3. Move the publish time for the Note you are working on.
  4. Save the updated time and confirm it appears in the calendar.

Then go to

  • Go to batch scheduling when you want to fill more than one slot at a time.
3

Stage 3

Build your system

Use these screens when you want to fill the queue faster instead of building every post one by one.

Step 3.1

Batch-schedule a full week of Notes

Open Notes

Open

Notes

Do this

  1. Open Notes.
  2. Use the bulk or import flow.
  3. Add your Notes one by one or import them from CSV.
  4. Review the times in the calendar before you confirm the queue.

Then go to

  • Open Generate Notes if you want more drafts to add next.

Step 3.2

Generate Notes that sound like you from one article

Generate Notes

Open

Notes → Generate Notes

Do this

  1. Open Notes.
  2. Click Generate Notes.
  3. Choose the article you want to use.
  4. Review the generated drafts.
  5. Save the Notes you want and send them to the scheduler.

Then go to

  • Go back to Notes when you are ready to schedule the saved drafts.

Step 3.3

Use templates and inspiration

Browse templates

Open

Templates and Inspiration

Do this

  1. Open Templates if you want a saved format.
  2. Open Inspiration if you want a saved idea or example.
  3. Pick one item and send it into a draft.
  4. Finish the draft in Notes or the editor.
4

Stage 4

Understand your growth

Use these screens to review performance and work with subscriber tools already inside the product.

Step 4.1

Read what is actually working

Open your stats

Open

Stats

Do this

  1. Open Stats.
  2. Review your recent Notes and articles.
  3. Check the posts shown at the top of the page first.
  4. Open any item you want to review more closely.

Step 4.2

Track which content brings in subscribers

Open Stats

Open

Stats

Do this

  1. Open Stats.
  2. Find the subscriber or growth views.
  3. Check which posts are tied to subscriber movement.
  4. Use that list when you review what to post again.

Then go to

  • Stay in Stats if you want to review Superfans next.

Step 4.3

Identify superfans and top engagers

Open Stats

Open

Stats → Superfans

Do this

  1. Open Stats.
  2. Scroll to the Superfans section.
  3. Review the readers listed there.
  4. Open any linked details you want to inspect.

Step 4.4

Run subscriber DM campaigns

Open Community

Open

Community → Subscriber DM campaigns

Do this

  1. Open Community.
  2. Switch to Subscriber DM campaigns.
  3. Create a campaign.
  4. Choose the subscriber segment.
  5. Write the message and send the first batch.
5

Stage 5

Automate and scale

Use these screens when you want to work in bulk, from templates, or from your AI tools.

Step 5.1

Connect Claude or ChatGPT

Open setup docs

Open

Settings → Connect LLMs or /api-docs

Do this

  1. Open Settings.
  2. Open Connect LLMs.
  3. Copy the Narrareach connector URL or open the setup docs.
  4. Add Narrareach in Claude or ChatGPT.
  5. Finish the sign-in flow.

Then go to

  • Stay on the same setup page if you also want API tokens or webhooks.

Step 5.2

Create REST API tokens and webhooks

Open setup docs

Open

Settings → Connect LLMs or /api-docs

Do this

  1. Open Settings.
  2. Open Connect LLMs.
  3. Create an API token.
  4. Add a webhook URL if you want publish events sent to your app.
  5. Send a test webhook before you use it in production.

Then go to

  • Use /api-docs when you need the endpoint format and setup notes.

Step 5.3

Bulk-import Notes from CSV and attach Drive images

Open Notes

Open

Notes → bulk import

Do this

  1. Prepare your CSV.
  2. Open the bulk scheduling flow.
  3. Import the file.
  4. Check the platform and time on each row.
  5. Attach Google Drive images before you confirm the schedule.

Step 5.4

Build personas and cross-platform templates

Open Templates

Open

Templates and Improve profile

Do this

  1. Open Templates to save reusable formats.
  2. Open Improve profile if you want AI output to follow your style more closely.
  3. Save the patterns you want to reuse before generating new drafts.

Step 5.5

Use Reach AI to keep the queue full

Try Reach AI

Open

Reach AI

Do this

  1. Open Reach AI.
  2. Start with one prompt about your queue, drafts, or next post.
  3. Review the response.
  4. Send the result back into Notes or your schedule when it looks right.

Keep reading

Go deeper once your first workflow is working.

The guide above gets you to a stable first system. These pages help when you want sharper workflows or more context on a specific area.

Schedule Substack NotesCross-post to LinkedInGenerate Notes that sound like youSubscriber attributionGoogle Drive schedulingMCP connector setup
Start for free Back to docs

Narrareach LLM connector

Connect Claude, ChatGPT, or any MCP-compatible agent to read drafts, schedule posts, and automate Substack, Medium, LinkedIn, X, Bluesky, and Threads workflows.

Read the docs