Creating content
Planning tool
Use Planning for multi-item campaigns and content plans with AI proposal cards.
- Select Planning from the sidebar.
- The Plan your communications view opens. You will see a chat field and your previous planning sessions in the left panel.
- Type a description of what you want to plan in the chat field. For example: "Plan a three-week LinkedIn campaign for our AI service launch."
- The AI analyses your request and suggests a content package that may include post ideas, scheduling proposals and channel-specific messaging angles.
- You can continue the conversation by refining your request. For example: "Add a CTA to each post that directs to the landing page" or "Make the second week customer-story focused."
- AI-generated content suggestions appear as cards in the conversation.
- Each suggestion has an Add to board button.
- You can add suggestions one by one or select multiple and use Add selected to board.
- Added suggestions move directly to your content board for further editing.
Tips for effective planning
1. Describe your goals in detail. The more specific your description, the more relevant the AI suggestions. Mention the target audience, objectives and channels. 2. Use strategically. Planning is especially well suited for quarterly planning, campaign packages and multi-channel communication frameworks. 3. Save your sessions. Don't start from scratch every time – you can return to earlier sessions and continue or fine-tune your plan later.
Suggestions feel off-brand
When outputs miss the mark, review the communication and voice guidance fields that actually appear in your workspace settings—do not promise Brand Kit controls until they are visible in your tenant. Tighten the prompt with audience, channels, and measurable goals.