01
What you get
Start with context
Open the page prompt from your CRM or content workspace.
Available tools, clear scope
Actions depend on your organization and permissions. Read the result before continuing.
Give a useful brief
Supply your audience, intended message and reliable source material.
Keep review in the loop
Edit generated content and verify claims before approving or scheduling it.
02
How it works
- 01Choose the contextOpen the record or workspace you want help with.
- 02Ask a specific questionDescribe the result you need and provide relevant notes.
- 03Review the responseCheck suggestions, factual claims and any action results.
- 04Continue deliberatelyEdit your draft or choose the next permitted action.
03
Who it is for
- Founders who want a steady posting rhythm without writing daily
- B2B marketers running several personal brands
- Consultants turning client lessons into thought leadership
- Teams repurposing long-form content into LinkedIn posts
Questions
Does generating a draft publish it?
No. Generation, review, scheduling and publication are separate actions. Check the status and delivery controls in your workspace.
Which AI features can I use?
Availability depends on your plan, provider configuration and workspace permissions. Your settings show the options available to you.