Common project workflows

These recipes show how projects, chat, Canvas and context work together on typical marketing tasks. Each one uses features you'll find in every workspace unless the step says otherwise.

Set up a project for a new campaign

Do this once at the start of a campaign so every chat begins with the right brief.

1. Select New project in the sidebar, name it after the campaign, for example "Spring product launch", and select Create project.
2. Select Project context at the top of the chat. Choose your Brand Profile, the Audiences you're targeting and your language.
3. Select Import documents in Project documents and add your brief, product notes or last campaign's results.
4. Optional: open the project's menu in the Projects list, choose Manage tags and tag it, for example "Q2" or the client's name.

Tip: if most of your projects use the same brand and audience, set them once in Project defaults. See Project context and defaults.

Write a blog article from a brief

1. Open the campaign project and check the project context.
2. Make sure the mode picker says Thinking.
3. In the message box, type your request and mention the brief with @. For example: "Write a 1,200-word article for our blog based on @launch-brief. Focus on the time it saves small teams."
4. If Yori asks questions, answer them and select Send.
5. If Yori proposes a plan, read it. Select Approve, or type changes and select Approve with notes.
6. Yori writes the article into a new document, which opens in Canvas.
7. Read it in Canvas and edit directly, or select a passage and use Ask Yori to change just that part.
8. Select Add final polish for a last grammar and structure pass.

Turn one piece into social posts

1. Open the project that holds the original document.
2. Type $ and choose a social media Service if your workspace has one. Services carry tested instructions for a format. See Services.
3. Mention the source document with @ and say what you need, for example: "Create five LinkedIn posts from @spring-launch-article, each with a different hook."
4. Review the posts in Canvas and ask for changes in chat, such as "Make post 3 shorter".

Research a market or competitors

1. Choose Thinking mode.
2. Ask a specific question, for example: "Research how our three main competitors price their starter plans. Summarise in a table with sources."
3. Open the steps under Worked for to see the searches and pages Yori read.
4. Select Open sources under the reply to check each source.
5. Ask Yori to save the findings to a document so you can reuse them in later chats.

Check facts and figures from the web before you publish them.

Refine a draft passage by passage

Use this when a draft is mostly right but several parts need work.

1. Open the document in Canvas.
2. Select the first passage, choose Ask Yori, type your instruction and select Add change.
3. Repeat for each passage. Each one gets a numbered mark and a card beside the text.
4. Select Send to Yori in the bar at the bottom of the document to send them together.
5. Select View changes to see what Yori changed.
6. If you prefer an earlier wording, open Document history, compare versions, and use Copy section from selected version or Restore this version.

Review a draft against your brand

Each review uses credits. It checks copy your audience will read, so it skips internal plans and briefs.

1. Open the draft in Canvas.
2. Select Review against brand and audience in the document's tab bar.
3. Read the Voice and Audience scores and the suggestions.
4. Select each highlighted suggestion and choose Apply or Dismiss.
5. Select Run again after your changes.

Export a finished document

1. Open the document in Canvas and check Document details shows Saved.
2. Select the download button in the document's tab bar.
3. Choose Word to keep editing elsewhere, PDF to share, or Markdown for plain text.

If the project's main Brand Profile has a visual identity, Word and PDF files use its logo, colour and fonts. To send several documents at once, put them in a folder and use Export as ZIP in Project documents.

Draft and send an email with a connected app

This needs an email app connected in Connectors.

1. Ask Yori to draft the email, for example: "Draft a follow-up email to the webinar attendees using @webinar-summary."
2. Review the draft and ask for changes.
3. When you're happy, ask Yori to create the draft in your email app. Check it there before you send it.

Yori runs any connected-app action you've switched on without asking first. If you'd rather send emails yourself, leave the send action switched off in Connectors.

If the app isn't connected yet, Yori can create a sign-in link for you in the chat.

Pick up where you left off

1. Open the project from Projects in the sidebar or Continue working on Home.
2. Select Chats in the project sidebar and open the chat you want, or choose New chat for a fresh start with the same context and documents.
3. If a chat has become very long and you see Earlier messages summarized, start a new chat and mention the key documents with @.
4. To keep a record of a conversation outside Yori, select Download conversation.

Related guides

• Projects overview
• Project chat and messages
• Canvas
• Project files and imports
• Project context and defaults