Ctrlk
HomeSign In
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Action

Use Campaign Action to run accepted opportunities through content work

Action is the Campaign workspace where accepted opportunities become rows of work. It operates like a Grid, so your team can add fields, run Playbooks and Workflows, review outputs, track publishing, and manage the work tied to the Campaign objective.

Use Action after your team accepts opportunities. The goal is to keep the work connected to the Campaign, instead of moving it into a separate process where impact is harder to measure.

How Action Works

  1. Accept opportunities from Opportunities.

  2. Open Action in the Campaign.

  3. Add the Playbooks or Workflows your team needs to create, refresh, review, or publish the work.

  4. Add publishing, ownership, and handoff fields as needed.

  5. Run the work from the accepted opportunity rows.

  6. Use the row to manage work through review, handoff, and publishing.

What to Add

Field or column
Use it for

Playbook columns

Run repeatable content tasks, such as refresh briefs, content updates, or review steps. See Playbooks.

Workflow columns

Run lower-level workflow processes tied to the accepted opportunity. See Workflows.

Publishing fields

Track CMS details, URLs, and handoff notes. See Publish to CMS from Grid.

Good Action Setup

A good Action setup matches the Campaign objective. Add the columns your team needs to complete the work, but avoid turning Action into a general project tracker.

For a page refresh Campaign, Action might include a refresh Playbook, CMS fields, and publish details. For a prompt or sentiment Campaign, Action might include a content brief Playbook, supporting-source fields, and publishing notes.

Examples

Page Refresh Campaign

Use Action to refresh accepted pages from the Campaign:

  1. Add the Playbook or Workflow that drafts refresh recommendations.

  2. Add publishing fields for the CMS handoff or publish URL.

  3. Add ownership fields for the teammate responsible for the work.

  4. Track each page through review and publishing.

Prompt Campaign

Use Action to create or refresh content that supports accepted prompts:

  1. Add the Playbook or Workflow that turns prompt opportunities into briefs or content updates.

  2. Add fields for supporting sources and publishing notes.

  3. Track whether each accepted opportunity has shipped.

Last updated

Was this helpful?