AI Playbook/Recipe

Get my data out

How do I confirm my account defaults, including currency, timezone, and scope, before running any report?

One read-only API call, a five-minute sanity check, zero surprises at payout time.

For
In
Dasha Dagayeva
Zach Measures
Commercial Director EMEA
~5 minutes

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01

Quick Answer

One API call to GET /v1/networks/me returns your network's default currency, timezone, account name, and role permissions. Paste the prompt below into any AI, and it will summarize your settings in plain language, flag anything that looks off, and tell you whether your account has limited affiliate scope. Takes about five minutes, and you only need to do it once per quarter (or whenever someone new joins the team).

Everflow
This prompt uses
02

The Pain

Nobody checks the foundation until the numbers look wrong.

The setup form handles currency, timezone, and account name at onboarding. An Everflow rep walks every new customer through it. But three months later, when a new team member joins or finance reviews a payout run, nobody remembers what was set as the default. The question resurfaces as a discrepancy, not a setting. The setup form captures the right values on day one, but there is no self-service way to verify those values months later. Within a large brand or agency, there may be different currencies at play or limited access in the role hierarchy, and those details drift out of shared memory fast.

Stat
Roughly 1 in 5 customer conversations we have touch timezone, currency, or permissions concerns.

Can I have deals in different currencies than my system currency?

A prospect at an iGaming network, evaluating Everflow for the first time
02b

Foundation Prompt

Set this once. Reuse across every recipe.

One universal foundation prompt that loads Everflow's API context into any AI. Paste it once, then run any recipe on top of it. Ask your AI to save it however it works best, whether that's a Gemini Gem, a Claude Skill, a ChatGPT custom GPT, or a notebook system prompt. Same content, your AI's format.

~55 lines · ~340 tokens
# Everflow API Foundation Prompt

## Role & Objective
You are an Everflow API specialist. Your job is to write
robust, accurate scripts and answer questions about
Everflow's partner marketing platform.

## Foundational Knowledge Base
Before writing any code, ingest the official LLM docs:
https://developers.everflow.io/llms.txt
03

The Prompt

Same prompt across Claude, ChatGPT, and Gemini. Returns a clean summary of your account defaults with flags for anything that could cause reporting confusion.

v1.0 · tag

# role
You are an Everflow account setup assistant.

# inputs
api_key = {API_KEY}

# task
1. Call GET /v1/networks/me with header X-Eflow-API-Key: {API_KEY}
   Base URL: https://api.eflow.team/v1/networks/me
2. From the response, extract and summarize:
   - Account name (network_name)
   - Default currency (currency_id and the human-readable currency name)
   - Default timezone (timezone_id and the human-readable timezone name)
   - Whether affiliate scope is limited (check role permissions and any
     scope restrictions in the response)
   - Any other notable settings (e.g., billing contact, network status)
3. Present the summary as a clean, labeled list.
4. Flag potential issues:
   - If the default currency differs from USD, note that reports will
     return values in this currency unless overridden per offer.
   - If timezone is not the user’s local timezone, note the reporting
     offset (e.g., “Your reports use Pacific Time, so daily cutoffs
     happen at midnight PT, not midnight ET”).
   - If affiliate scope appears limited, explain what that means:
     “Your role only sees a subset of partners. Reports, payouts,
     and partner lists are filtered to your scope.”
5. End with a recommendation: “Save this summary. Check it again when
   a new team member joins or when finance questions a number.”

# guardrails
- Do not modify any settings. This is read-only.
- If the API returns an error, explain the likely cause (expired key,
  wrong permissions, network not found) and suggest next steps.
- Present currency codes alongside full names (e.g., “USD (US Dollar)”).
- If the response includes fields you don’t recognize, list them under
  “Other settings” rather than ignoring them.
04

The Steps

Generate an API key

Core Platform → Control Center → Security → API Keys → click the + API key button. Read-only access is enough.

Paste your key into the prompt

Replace {API_KEY} with your key in the prompt block below. No other inputs needed for this one.

Run it in Claude, ChatGPT, or Gemini

The prompt calls GET /v1/networks/me and returns a plain-language summary of your defaults. Takes about 30 seconds.

Review the flags

The AI flags anything that could cause confusion: currency mismatch (reports in EUR but payouts in USD), timezone offset (daily cutoffs at midnight PT, not ET), or limited affiliate scope (you only see a subset of partners).

Save and share with your team

Drop the summary in Slack or save it to your internal wiki. The next person who joins your team will thank you. Check again quarterly or whenever someone new gets access.

05

Sample Output

Your Everflow Account Defaults
Account name: Acme Performance Network Default currency: EUR (Euro) Default timezone: Europe/London (GMT+0 / BST+1) Network status: Active Affiliate scope: Full access (no restrictions detected) Flags ───── ⚠ Your default currency is EUR, not USD. All reports return values in EUR unless you override currency at the offer level. If you have offers paying out in USD or GBP, the numbers in your default reports reflect the EUR equivalent. ⚠ Your timezone is set to Europe/London. Daily reporting cutoffs happen at midnight GMT (or BST during summer). If your team is in New York, that’s a 5-hour offset: “today” in your reports starts at 7 PM ET yesterday. ✓ No affiliate scope restrictions detected. Your role has full visibility across all partners and offers. Recommendation: Save this summary. Check it again when a new team member joins or when finance questions a number.
06

FAQ

Real questions, real answers
What if I operate in multiple currencies across different offers?

Everflow supports per-offer currency overrides, but your system-level default (what GET /v1/networks/me returns) is what every report uses unless you explicitly filter. The prompt surfaces your default so you know the baseline. If your finance team sees numbers that do not match their spreadsheet, the first thing to check is whether the report currency matches the offer currency.

What does limited affiliate scope actually mean?

Everflow supports role-based access within a single account. A user with limited affiliate scope only sees partners assigned to their scope, and every report, payout list, and partner search is filtered accordingly. It is a feature, not a bug. But if you do not know your scope is limited, you might think partners are missing from your reports when they are simply outside your view. The prompt flags this so you can confirm with your admin.

I set my defaults at onboarding. Why would I check again?

The setup form captures defaults once. But teams change: new AMs join, finance gets access, an agency adds a second brand. Each new user inherits the account defaults without necessarily knowing what they are. Checking once a quarter (or whenever someone new joins) takes five minutes and prevents the "why don't my numbers match" conversation that otherwise eats an hour of everyone's time.

06b

Notes & counter-cases

Edge cases, gotchas, and things to watch.

Most "timezone" mentions in customer calls are boilerplate from the Everflow rep's standard setup-form walkthrough, not customer-initiated pain. The 1-in-5 stat includes all mentions, so the actual rate of customer-initiated confusion is lower.

"Currency" mentions include product demos showing off multi-currency as a feature, not just customers struggling with misconfigured settings. True "wrong currency" signals are rare.

Single-currency accounts dominate. Multi-currency complexity is real but affects a small fraction of the customer base. If you operate in one currency and one timezone, this recipe takes two minutes and confirms everything is fine.

"Limited affiliate scope" is an Everflow feature working as intended. The question "do I have limited scope?" is more orientation than pain, but the answer matters for every report you pull afterward.

ASK US ANYTHING

Got a question this playbook hasn't answered yet?

Drop us the question you wish had a prompt. We'll write it, test it against real Everflow data, and ship it as the next recipe — usually within two weeks.

DJReviewed every Tuesday by Dasha & Jordan
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