Guide · Guided Services
Get the most from Services
Services are guided workflows for the marketing jobs you do again and again. A few habits turn a good first draft into one you can send.
5 min readUpdated 30 Sep 2026
- Campaign planPlan a multi-channel campaign from one offer.Shared with organisationYour organisation
- Email sequenceA 3 to 5 part nurture sequence from your proof.Shared with organisationYour organisation
- LinkedIn postsTurn any asset into posts in your voice.PrivateYours · Editable
- MDF requestDraft a market development funds proposal.Enterprise-assignedRead-only
1. Find the right Service
Search the Services library or filter by where it came from. Open a Service to read what it produces before you run it.
2. Run it from chat
Type $ in the chat composer and pick the Service. It works from the Brand Profile and Audience in your project context, so check those first.
3. Answer its questions well
Services ask for what they need to do the job. Give specifics, like the offer, the date and the proof point, and attach files with @ instead of retyping them.
4. Reuse what it creates
Outputs land as documents in the project. Edit them in Canvas, and duplicate a Service you rely on to make a private version you can adapt.
Tip
Services assigned by an Enterprise are read-only. Duplicate one to make a private copy you can change for your own team.
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