Build a content plan

What this is: A guide to generating a multi-week plan of working titles and briefs in chat, then scheduling those pieces so they publish to your CMS automatically.

A content plan is a roadmap: a set of pieces grouped into topic clusters, each with a working title, an angle, target keywords, and a publishing cadence. You create one by talking to the AI in chat, then work through and schedule each piece over time.

Prerequisite: To actually publish scheduled pieces, you need a connected CMS. See WordPress or Webflow.

Create a plan in chat

Plans live under Plans in the sidebar. You don't fill out a form to start one. You ask the AI.

1. Go to Plans.
2. Click New plan. This pre-fills a chat prompt like "Build me a 90-day content plan for my brand…".
3. Edit the prompt to fit your needs: change the topics, the timeframe, and the cadence (how often you want to publish).
4. Send it.

The chat agent generates a plan for you: a title, a summary, a date range, topic clusters, and (for each item) a working title, an angle, keywords, and a suggested publishing cadence.

Tip: Be specific in the prompt. "Six weeks, two posts a week, focused on onboarding and retention for B2B SaaS" produces a far more useful plan than "make me a plan."

Read your plan

The Plans page has a left-hand list of your plans, each with a status badge:

• Drafting titles: the agent is still generating working titles.
• Titles ready: titles are done and waiting for you.
• Filling briefs: briefs are being generated.
• Briefs ready: briefs are done.
• Scheduled: items have dates.
• Active: the plan is running.
• Archived: retired.

Select a plan to open its detail pane, where items are grouped by cluster.

How each item progresses

Every plan item moves through the same path:

Title draft → Title approved → Brief generated → Scheduled → Published

Approving a title tells the agent to generate a brief for it. From there you can schedule the piece, and eventually it publishes.

Send the whole plan to the schedule

You don't have to date items one at a time. Open a plan and click Send to schedule to lay the entire plan onto your calendar in one go.

1. Open the plan and click Send to schedule.
2. Pick a start date, a publishing cadence (1-7 per week), and whether to skip weekends.
3. Choose whether Autopilot is on (see the section below for what that changes).
4. Click Send to schedule.

Every unpublished item gets its own publish date, spaced out on the cadence you chose, and appears on the Calendar where you can drag it to a different day. The reserved date also shows on each item row in the plan as "Publishes Aug 14".

Two things worth knowing:

• This works on a brand-new plan. Items that only have a working title still get a date and hold their slot on the calendar. Nothing is written yet. You're reserving the runway.
• It doesn't write anything. Sending to schedule reserves dates only. Approve & Execute Plan is the button that starts generating the pieces whose briefs are ready.

Tip: Re-run Send to schedule any time you want to re-space the plan. Picking a new start date or cadence re-flows every date from scratch.

Gotcha: Autopilot only applies to items that already have a brief. Title-only items hold their date but stay on hold until you generate their briefs. The confirmation dialog tells you how many are waiting.

Schedule from chat

You don't have to use the button. Because you built the plan by talking to the AI, you can schedule it the same way. Just ask:

Schedule that plan, three a week starting Monday.

The agent does exactly what the button does, including on a title-only plan. Ask it to re-space the plan later and it re-runs with your new cadence.

Export a plan, edit dates in a spreadsheet, upload it back

For bulk date changes, a spreadsheet beats dragging cards around the calendar. The round trip:

1. Click Export CSV on a plan. You get one row per item: cluster, working title, target keyword, angle, status, reserved publish date, and an Item ID.
2. Open it in Excel, Google Sheets, or Numbers and edit the Scheduled date column. Dates can be YYYY-MM-DD or your spreadsheet's DD/MM/YYYY.
3. Back on the plan, click Apply dates from CSV and pick the file.
4. You get a preview (how many dates will apply, the date range, and how many rows matched nothing) before anything is written. Confirm to apply.

This applies dates only. It does not add, remove, or edit plan items. Uploading an older export will not bring back items you've deleted. Those rows simply don't match anything and are ignored. To change the plan itself, ask the AI in chat.

Rules worth knowing:

• Leave a date cell empty to skip that item. It keeps whatever date it already has; an empty cell never means "schedule it for nothing."
• Don't edit the Item ID column. That's what links a row back to its plan item. If you build a sheet by hand without it, the import falls back to matching on the exact working title.
• Rows that match nothing are ignored and counted, so a typo shows up in the preview instead of silently doing nothing.

Export is also just a good way to share the plan with people who don't use the platform.

Scheduling: what actually makes publishing happen

This is the part people miss, so read it carefully.

Putting a date on an item creates a schedule. A background publisher checks for due items every few minutes. But a date alone is not enough. For a scheduled item to actually publish, one of two things must be true:

1. Autopilot is ON. The platform finishes any unfinished stages automatically and publishes a draft to your CMS on the scheduled date. Fully hands-off.
2. Autopilot is OFF. The item publishes only if it has reached the Extras stage and you clicked Approve for scheduled publish. If either is missing, the publisher waits.

Gotcha: A date with Autopilot off and no publishing approval will sit and do nothing. If a piece isn't going out, check whether Autopilot is on, or whether you approved it for scheduled publish in the Extras & publishing stage.

Gotcha: Publishing always creates a draft in WordPress or Webflow, never a live post. You choose whether to go live from your CMS. In WordPress you also pick the author in the Extras stage.

Change or refine a plan

You have two ways to adjust a plan:

• Keep talking in chat. Ask for changes like "swap the week-3 topic" or "add two BOFU titles" and the agent updates the plan.
• Open an individual item to work on it directly in the pipeline editor.

Where to go next

• Learn how a single piece moves through its stages in the pipeline overview.
• Not sure when to use chat vs. the editor? See Chat vs. the pipeline.