Canvas transforms how you work by bringing research, content, and AI together in one visual space. This guide provides detailed, step-by-step workflows for different roles — showing you exactly what to add, how to organize it, and which AI prompts to use.

Each workflow includes a starter setup for beginners and a power user setup for those ready to go deeper. Pick the one that matches your experience level, then evolve your canvas as you get comfortable.

For foundational concepts, see canvas basics. For advanced patterns, see spatial workflow best practices.

Marketing Teams

Marketing teams use Canvas to centralize brand assets, research competitors, develop campaigns, and create consistent content across channels.

Scenario 1: Campaign Planning Hub

Overview

Build a central workspace for planning and executing marketing campaigns. Keep your brand guidelines, audience research, competitor analysis, and content drafts all in one view — with AI ready to help at every stage.

Starter Setup

What to add:

• Note: "Campaign Brief" — objectives, timeline, KPIs, target audience

• Note: "Brand Voice Guidelines" — tone, messaging pillars, words to use/avoid

• PDF: Your brand guidelines document

• 2-3 YouTube links: Competitor ads or campaigns you want to analyze

• 1 AI chat: Connected to all of the above

How to organize:

Position your brief and brand documents on the left (your foundation), competitor research in the middle, and place the AI chat on the right where you'll generate ideas.

Example prompts:

"I need to create a campaign for [specific product/launch]

Power User Setup

What to add:

• Everything from Starter, plus:

• Note: "Customer Avatar" — detailed profile of your ideal customer

• Note: "Past Campaign Performance" — what worked, what didn't, key learnings

• PDF: Market research or industry reports

• 5-10 YouTube/Instagram links: Top-performing ads in your industry (yours and competitors)

• Note: "Swipe File" — screenshots, copy examples, hooks you've saved

• Multiple AI chats for different purposes

AI chat structure:

1. "Research Analyst" — Connected to competitor content and market research. Use for competitive intelligence.

2. "Creative Director" — Connected to brand guidelines, customer avatar, and swipe file. Use for ideation.

3. "Copywriter" — Connected to brand voice and past campaigns. Use for drafting copy.

4. "Campaign Strategist" — Chained from all three above. Use for final campaign recommendations.

Example prompts for Research Analyst:

Example prompts for Creative Director:

"Based on our customer avatar's pain points and the high-performing hooks in my swipe file, generate 10 campaign concepts for [product launch]

Example prompts for Copywriter:

"Write 5 variations of ad copy for [campaign concept]

Example prompt for Campaign Strategist (chained):

Scenario 2: Content Calendar & Repurposing

Overview

Plan a month of content and systematically repurpose long-form content into multiple formats.

Starter Setup

What to add:

• Note: "Content Pillars" — 3-5 themes you consistently create around

• Note: "Monthly Calendar" — dates and planned content types

• 1-2 YouTube links: Your own long-form content (podcast episodes, webinars, etc.)

• PDF: A transcript or long-form blog post to repurpose

• 1 AI chat: Connected to your content pillars and source material

Example prompts:

"I have this [podcast episode/webinar/blog post]

Power User Setup

What to add:

• Everything from Starter, plus:

• 5-10 links: Your best-performing content across platforms

• Note: "Platform-Specific Guidelines" — character limits, best practices, tone differences per platform

• Note: "Content Performance Data" — what topics/formats drive engagement

• PDF: Your editorial guidelines or content strategy document

AI chat structure:

1. "Content Extractor" — Connected to source material. Pulls out repurposable pieces.

2. "Platform Adapter" — Connected to platform guidelines and performance data. Optimizes for each channel.

3. "Calendar Builder" — Chained from both. Creates the final calendar.

Example prompts for Content Extractor:

Example prompts for Platform Adapter:

Scenario 3: Brand Messaging Development

Overview

Develop or refine your brand messaging, positioning, and voice — all in one canvas.

Starter Setup

What to add:

• Note: "Current Messaging Audit" — what you're saying now, what's working/not

• Note: "Customer Research" — interview quotes, survey responses, reviews

• 2-3 YouTube links: Brands you admire or want to sound like

• PDF: Any existing brand documents

• 1 AI chat: Connected to all materials

Example prompts:

Power User Setup

Add competitor messaging documents, sales call recordings, and support ticket themes. Create separate AI chats for "Customer Voice Analyst," "Competitive Positioning," and "Messaging Architect" — then chain them to a final "Brand Strategist" chat that synthesizes everything into a complete messaging guide.

Content Teams

Content teams use Canvas to research, plan, draft, and refine content across formats — from blog posts to video scripts to social content.

Scenario 1: Blog Post / Article Creation

Overview

Research a topic, develop an angle, outline the structure, and draft the content — all without leaving your canvas.

Starter Setup

What to add:

• Note: "Topic Brief" — working title, target audience, goal of the piece, target keywords

• 3-5 YouTube links: Expert videos on your topic

• 2-3 web links: Articles or research on the topic

• Note: "Outline" — starts blank, you'll build it with AI

• Note: "Draft" — where your final content lives

• 1 AI chat: Connected to your research materials

How to organize:

Research on the left, AI chat in the center, outline and draft notes on the right. You'll work left to right as you progress.

Example prompts:

"Based on this research synthesis, suggest 5 different angles I could take for an article on [topic]. For each angle, explain: the core argument, why it would resonate with [target audience]

"I'm going with [chosen angle]. Create a detailed outline that includes: a hook/introduction approach, main sections with key points to cover in each, where to place supporting evidence, and a conclusion that drives toward [desired action]

"Write the introduction section. Make it [word count] words. Use this hook approach: [describe]

Power User Setup

What to add:

• Everything from Starter, plus:

• PDF: Your content style guide

• Note: "SEO Requirements" — keywords, search intent, competitor SERP analysis

• Links: Top-ranking articles for your target keyword

• Note: "Internal Links" — other content pieces you can link to

• Past articles that performed well (PDFs or notes)

AI chat structure:

1. "Research Synthesizer" — Connected to all source materials. Extracts and organizes insights.

2. "Angle Developer" — Connected to SEO requirements and competitor articles. Finds differentiation.

3. "Outline Architect" — Connected to your style guide and high-performing past articles. Builds structure.

4. "Draft Writer" — Connected to outline chat output and style guide. Writes sections.

5. "Editor" — Connected to draft writer output and style guide. Refines and polishes.

Example prompt for Angle Developer:

"Analyze the top-ranking articles for [keyword]

Example prompt for Editor:

"Review this draft against our style guide. Check for: voice consistency, sentence variety, transition quality, jargon that needs simplifying, claims that need support, and sections that drag. Provide specific edits, not general suggestions. Mark each edit as [required] or [suggested]

Scenario 2: Video Script Development

Overview

Research, structure, and write scripts for video content — whether YouTube, course modules, or promotional videos.

Starter Setup

What to add:

• Note: "Video Brief" — topic, audience, desired length, key message, call to action

• 2-3 YouTube links: Reference videos with styles you want to emulate

• Note: "Talking Points" — main points you want to cover

• Note: "Script" — your final script document

• 1 AI chat: Connected to reference videos and your brief

Example prompts:

"Write the full script for section [X]. Write it conversationally — the way I'd actually speak it. Include [PAUSE] markers, emphasis notes, and stage directions where relevant. Target [X minutes]

Power User Setup

What to add:

• Everything from Starter, plus:

• Your own past video (to match your speaking style)

• PDF: Transcript of your best-performing video

• Note: "B-Roll Ideas" — running list of visual ideas

• Note: "Thumbnail Concepts" — title and image ideas

• Links: Videos on hooks, storytelling, or video structure (educational)

AI chat structure:

1. "Structure Analyst" — Connected to reference videos. Deconstructs what works.

2. "Script Writer" — Connected to your past video and speaking style transcript. Writes in your voice.

3. "B-Roll Generator" — Connected to the script. Suggests visuals.

4. "Hook Specialist" — Connected to hook education videos and top-performing content. Creates opening options.

Example prompt for Hook Specialist:

Scenario 3: Newsletter Production

Overview

Plan, research, and write newsletters on a consistent schedule.

Starter Setup

What to add:

• Note: "Newsletter Format" — your typical structure, length, tone

• Note: "This Week's Theme" — the focus for this edition

• 3-5 links: Articles, videos, or content relevant to your theme

• Note: "Draft" — your writing space

• 1 AI chat: Connected to your research and format note

Example prompts:

"Based on the connected sources, extract 5-7 insights that would be valuable for my newsletter audience of [describe audience]

"Help me write the introduction for this newsletter. The theme is [X]. My tone is [describe]

Power User Setup

Add your top-performing past newsletters, reader feedback, and a note with recurring segments. Create separate AI chats for "Research Synthesis," "Introduction Writer," "Section Expander," and "Final Editor." Chain them to produce each newsletter systematically.

Students

Students use Canvas to study more effectively, research papers, prepare for exams, and synthesize information across sources.

Scenario 1: Exam Preparation

Overview

Build a study system that helps you understand material deeply, not just memorize it.

Starter Setup

What to add:

• PDF: Course syllabus or exam study guide

• PDF: Textbook chapters or lecture slides

• 2-3 YouTube links: Educational videos on difficult concepts

• Note: "My Notes" — your own notes from class

• Note: "Study Plan" — starts empty

• 1 AI chat: Connected to all course materials

Example prompts:

"Create a study plan for the next [X days]

"I'm studying [specific concept]

"Generate 10 exam-style questions on [topic]

"Here are my answers to the practice questions: [your answers]

Power User Setup

What to add:

• Everything from Starter, plus:

• YouTube videos on effective study techniques (Feynman technique, spaced repetition, etc.)

• Past exams or practice problems

• Note: "Concept Map" — how topics connect to each other

• Note: "Weak Areas" — topics you're struggling with

AI chat structure:

1. "Concept Explainer" — Connected to course materials and study technique videos. Helps you understand.

2. "Quiz Master" — Connected to past exams and lecture slides. Generates practice questions.

3. "Study Coach" — Connected to your weak areas note and study plan. Adjusts your approach.

4. "Exam Simulator" — Chained from Quiz Master. Gives you timed practice under test conditions.

Example prompt for Study Coach:

Scenario 2: Research Paper Writing

Overview

Gather sources, develop a thesis, outline your argument, and write your paper with AI assistance.

Starter Setup

What to add:

• Note: "Assignment Requirements" — prompt, length, citation format, rubric

• 5-10 PDFs: Academic papers, book chapters, or articles as sources

• Note: "Thesis Development" — starts with initial ideas

• Note: "Outline" — paper structure

• Note: "Draft" — your writing

• 1 AI chat: Connected to all sources and requirements

Example prompts:

"Based on the source analysis, help me develop my thesis. I'm interested in [your angle]

"Create a detailed outline for a [length]

"I'm writing the section on [topic]. Based on the connected sources, what are the strongest pieces of evidence I should include? Help me write the first paragraph of this section, integrating [source X] and [source Y]

Power User Setup

Add methodology guides for your discipline, example papers that received high grades, and your professor's feedback on past papers. Create separate AI chats for "Source Analyst," "Argument Builder," "Section Writer," and "Citation Checker."

Example prompt for Argument Builder:

"Act as an academic advisor in [discipline]

Scenario 3: Lecture Note Enhancement

Overview

Transform raw lecture notes into comprehensive study materials.

Starter Setup

What to add:

• Note: "Raw Lecture Notes" — your notes from class

• YouTube link: The recorded lecture (if available)

• PDF: Related textbook chapter

• 1 AI chat: Connected to your notes and supplementary material

Example prompts:

Creators (General/Solo)

Solo creators use Canvas to manage their content workflow — from ideation through publishing — without a team.

Scenario 1: Content Ideation System

Overview

Build a system that continuously generates content ideas based on your niche, audience, and best-performing content.

Starter Setup

What to add:

• Note: "My Content Pillars" — the 3-5 themes you create around

• Note: "Audience Profile" — who you're creating for, their problems, questions

• 5-10 links: Your own top-performing content

• Note: "Idea Bank" — where good ideas live

• 1 AI chat: Connected to pillars, audience, and past content

Example prompts:

"I want to create content about [topic]

Power User Setup

What to add:

• Everything from Starter, plus:

• Links: Competitor content that's performing well

• Note: "Trending Topics" — current conversations in your niche

• Note: "Questions From Audience" — DMs, comments, emails you've received

• Links: Content outside your niche that inspires you

AI chat structure:

1. "Audience Listener" — Connected to audience questions and comments. Surfaces what people actually want.

2. "Trend Spotter" — Connected to trending topics and competitor content. Identifies opportunities.

3. "Idea Generator" — Connected to your pillars and past content. Creates ideas.

4. "Angle Finder" — Chained from all above. Develops unique angles for ideas.

Example prompt for Angle Finder:

Scenario 2: Multi-Platform Content Creation

Overview

Create one piece of anchor content and systematically adapt it for every platform.

Starter Setup

What to add:

• Note: "Anchor Content" — your long-form piece (blog, podcast script, video script)

• Note: "Platform Requirements" — specs and best practices for each platform

• 1 AI chat: Connected to your anchor content and platform requirements

Example prompts:

Power User Setup

Create separate AI chats for each platform, each connected to platform-specific best practices and your best-performing content on that platform. Chain them to a "Publishing Calendar" chat that schedules everything optimally.

Scenario 3: Sponsorship & Brand Deal Preparation

Overview

Prepare for brand deals by organizing your media kit, performance data, and pitch materials.

Starter Setup

What to add:

• Note: "Audience Demographics" — who your audience is

• Note: "Performance Metrics" — follower counts, engagement rates, past results

• PDF: Your media kit

• Note: "Past Partnerships" — brands you've worked with, results delivered

• Links: Your best sponsored content (to show quality)

• 1 AI chat: Connected to all of the above

Example prompts:

"Help me write a pitch email to [brand type]

"I have a call with [brand] about a potential partnership. Based on my performance data, what's a fair rate to charge for [deliverable type]

Researchers & Academics

Researchers use Canvas for literature reviews, grant writing, and synthesizing findings across many sources.

Scenario 1: Literature Review

Overview

Systematically review and synthesize academic literature on your research topic.

Starter Setup

What to add:

• Note: "Research Questions" — what you're trying to answer

• 10-20 PDFs: Academic papers relevant to your topic

• Note: "Themes" — categories emerging from your reading

• Note: "Synthesis" — your literature review draft

• 1 AI chat: Connected to your papers and research questions

Example prompts:

"Write a synthesis paragraph for the theme of [X]

Power User Setup

What to add:

• Everything from Starter, plus:

• Note: "Theoretical Framework" — the lens through which you're analyzing

• Links: Seminal papers in your field (foundational texts)

• Note: "My Contribution" — how your research extends the literature

• Note: "Citation Map" — which papers cite which

AI chat structure:

1. "Paper Analyst" — Connected to all papers. Creates standardized summaries.

2. "Theme Identifier" — Connected to paper analyst output and theoretical framework. Finds patterns.

3. "Gap Finder" — Connected to your research questions and literature themes. Identifies opportunities.

4. "Synthesis Writer" — Connected to everything. Drafts the review.

Example prompt for Gap Finder:

Scenario 2: Grant Proposal Development

Overview

Build a compelling grant proposal by organizing your research plan, preliminary data, and supporting literature.

Starter Setup

What to add:

• PDF: Grant requirements and rubric

• Note: "Research Aims" — what you're proposing to do

• PDFs: Your preliminary data or pilot study results

• 5-10 PDFs: Key papers that support your approach

• Note: "Draft" — your proposal sections

• 1 AI chat: Connected to all materials

Example prompts:

Power User Setup

Add successful grant proposals in your field (as examples), feedback from past submissions, and your CV/biosketches. Create AI chats for each major section (Significance, Innovation, Approach) with relevant materials connected to each.

Scenario 3: Conference Presentation

Overview

Transform a paper or research project into a compelling conference presentation.

Starter Setup

What to add:

• PDF: Your paper or research summary

• Note: "Presentation Requirements" — time limit, audience type, format

• Links: Great conference talks in your field (for style reference)

• Note: "Slide Outline" — structure of your talk

• 1 AI chat: Connected to your paper and reference talks

Example prompts:

"I have [X minutes] to present this research to [audience type]

Freelancers & Agencies

Freelancers and agencies use Canvas to manage client work, develop proposals, and maintain consistent quality across projects.

Scenario 1: Client Onboarding & Discovery

Overview

Systematically gather information from new clients and develop strategy recommendations.

Starter Setup

What to add:

• Note: "Discovery Questions" — your standard intake questions

• PDF: Client's existing brand materials (if any)

• Links: Client's current content and competitor content

• Note: "Client Profile" — what you learn about them

• Note: "Strategy Recommendations" — your proposed approach

• 1 AI chat: Connected to all client materials

Example prompts:

"Help me prepare for the strategy presentation call. What questions will the client likely have? What objections might they raise? How should I handle pushback on [specific recommendation]

Power User Setup

What to add:

• Everything from Starter, plus:

• PDF: Your service offerings and processes

• Note: "Past Similar Projects" — relevant case studies

• Note: "Red Flags & Questions" — concerns that came up in discovery

• Links: Industry benchmarks or best practices

AI chat structure:

1. "Competitive Analyst" — Connected to competitor content. Provides strategic context.

2. "Opportunity Finder" — Connected to client materials and industry benchmarks. Identifies gaps.

3. "Strategy Developer" — Chained from above, connected to your processes. Creates recommendations.

4. "Proposal Writer" — Connected to strategy and past similar projects. Drafts deliverable.

Example prompt for Strategy Developer:

Scenario 2: Proposal Development

Overview

Create winning proposals by connecting client research with your best past work.

Starter Setup

What to add:

• Note: "Client Brief" — what they're asking for

• Note: "Budget & Timeline" — constraints

• PDFs: Relevant case studies from your portfolio

• Note: "Pricing" — your rate structure

• 1 AI chat: Connected to brief and case studies

Example prompts:

Power User Setup

Add proposals that won (and lost, with notes on why), testimonials from past clients, and templates for different proposal types. Create AI chats for "Brief Analysis," "Case Study Matcher," "Pricing Calculator," and "Proposal Writer."

Scenario 3: Client Communication & Reporting

Overview

Create consistent, professional client communications and reports.

Starter Setup

What to add:

• Note: "Project Status" — current state of work

• Note: "Results & Metrics" — performance data

• Note: "Communication Templates" — your standard formats

• PDFs: Previous reports for this client (for consistency)

• 1 AI chat: Connected to all project materials

Example prompts:

"I need to have a difficult conversation with this client about [issue]

Filmmakers & Video Editors

Filmmakers use Canvas for pre-production planning, reference gathering, and post-production organization.

Scenario 1: Pre-Production Planning

Overview

Organize everything needed before a shoot: references, shot lists, scripts, and logistics.

Starter Setup

What to add:

• Note: "Project Brief" — the vision, requirements, deliverables

• Note: "Script" — your narrative or interview questions

• 5-10 YouTube links: Visual references (style, mood, pacing)

• Note: "Shot List" — starts empty

• Note: "B-Roll Ideas" — visual coverage needed

• 1 AI chat: Connected to references and brief

Example prompts:

"I'm shooting [scene/interview]

Power User Setup

What to add:

• Everything from Starter, plus:

• PDF: Location photos or scout notes

• Note: "Equipment List" — what you're bringing

• Note: "Schedule" — shooting timeline

• YouTube links: Tutorials on specific techniques you want to use

• Your own past work (for style consistency)

AI chat structure:

1. "Style Analyst" — Connected to references. Defines the visual language.

2. "Shot Planner" — Connected to script and style notes. Creates shot list.

3. "Logistics Coordinator" — Connected to schedule, locations, and equipment. Identifies gaps.

4. "Director's Prep" — Chained from all. Creates the comprehensive prep doc.

Example prompt for Director's Prep:

Scenario 2: Footage Review & Selection

Overview

Efficiently review footage, select selects, and organize for the edit.

Starter Setup

What to add:

• Uploaded video files: Your raw footage (or key clips)

• Note: "Story Structure" — the narrative you're building

• Note: "Selects" — your best moments with timestamps

• Note: "String Out" — rough order of sequences

• 1 AI chat: Connected to your footage

Example prompts:

"I'm looking for a moment where [subject] expresses [emotion/idea]

Power User Setup

Add your edit timeline exports (if you take notes there), reference edits you want to emulate, and music tracks you're considering. Create AI chats for "Footage Logging," "Story Building," and "Edit Notes."

Scenario 3: Post-Production Workflow

Overview

Manage the editorial process from rough cut through final delivery.

Starter Setup

What to add:

• Note: "Edit Notes" — feedback from reviews

• YouTube links: Reference videos for pacing, music, effects

• Note: "To-Do List" — outstanding tasks organized by priority

• Note: "Delivery Specs" — technical requirements for final output

• 1 AI chat: Connected to edit notes and references

Example prompts:

"I need to cut [X minutes]

Podcasters

Podcasters use Canvas for episode planning, show notes creation, and content repurposing.

Scenario 1: Episode Planning & Research

Overview

Plan episodes by researching topics and organizing talking points.

Starter Setup

What to add:

• Note: "Episode Topic" — what you're covering and why

• Note: "Audience Value" — what listeners will get from this

• 3-5 YouTube/web links: Research on your topic

• Note: "Talking Points" — the structure of your episode

• 1 AI chat: Connected to research materials

Example prompts:

"Based on the connected research, identify the key insights my audience needs to understand about [topic]

"Generate 5 stories, analogies, or examples I could use to make [complex concept] relatable to my audience. They're [description of audience]

Power User Setup

What to add:

• Everything from Starter, plus:

• Links: Your top-performing past episodes (for structure reference)

• Note: "Recurring Segments" — formats that work well

• PDF: Listener questions or DMs on this topic

• Guest information (if interview episode)

AI chat structure:

1. "Research Synthesizer" — Connected to topic research. Distills key points.

2. "Structure Builder" — Connected to top episodes and talking points. Creates outline.

3. "Engagement Optimizer" — Connected to listener questions and audience info. Ensures relevance.

4. "Prep Document Creator" — Chained from all. Creates final episode prep.

Example prompt for Interview Episode:

"I'm interviewing [guest] about [topic]

Scenario 2: Show Notes & Timestamps

Overview

Create comprehensive show notes from your recorded episodes.

Starter Setup

What to add:

• Your episode recording (uploaded or linked)

• Note: "Episode Info" — title, guest, air date

• Note: "Show Notes Draft" — where you'll build the notes

• 1 AI chat: Connected to the episode

Example prompts:

Power User Setup

Add SEO keyword targets for episode discoverability, your show notes template, and past high-performing show notes. Create AI chats for "Timestamp Generator," "Show Notes Writer," and "SEO Optimizer."

Scenario 3: Podcast-to-Content Repurposing

Overview

Transform episodes into multiple content pieces.

Starter Setup

What to add:

• Your episode recording

• Note: "Content Calendar" — where repurposed content will go

• Note: "Platform Guidelines" — requirements per channel

• 1 AI chat: Connected to the episode

Example prompts:

Writers & Authors

Writers use Canvas for research, outlining, drafting, and editing long-form content.

Scenario 1: Book Research & Outlining

Overview

Organize research and develop the structure for a book-length project.

Starter Setup

What to add:

• Note: "Book Concept" — what it's about, who it's for, why you're writing it

• 5-10 PDFs: Research sources (books, articles, studies)

• YouTube links: Expert talks on your subject

• Note: "Chapter Outline" — your structure

• Note: "Key Arguments" — the main ideas you're conveying

• 1 AI chat: Connected to all research

Example prompts:

"I'm struggling with the structure of chapters [X-Y]

Power User Setup

What to add:

• Everything from Starter, plus:

• Books in your genre (PDFs) — to analyze structure and positioning

• Note: "Reader Profile" — detailed description of your ideal reader

• Note: "Competitive Analysis" — how your book differs from others

• Note: "Sample Chapters" — drafts to reference

• Interviews or podcasts with your target readers

AI chat structure:

1. "Research Librarian" — Connected to all source materials. Retrieves and synthesizes.

2. "Structure Architect" — Connected to genre examples and your concept. Develops outline.

3. "Argument Strengthener" — Connected to research and key arguments. Challenges and improves.

4. "Reader Advocate" — Connected to reader profile. Ensures relevance and clarity.

Example prompt for Reader Advocate:

Scenario 2: Article or Essay Development

Overview

Research, draft, and refine a single long-form piece.

Starter Setup

What to add:

• Note: "Thesis" — your central argument

• Note: "Evidence" — facts, stories, and quotes you'll use

• 3-5 links: Research and reference materials

• Note: "Outline" — structure of your piece

• Note: "Draft" — where you write

• 1 AI chat: Connected to thesis, evidence, and research

Example prompts:

Power User Setup

Add publication guidelines (if submitting somewhere), examples of the type of piece you're writing, and your past writing that's performed well. Create separate AI chats for "Research Synthesis," "Argument Development," "Draft Writer," and "Editor."

Scenario 3: Fiction Writing Support

Overview

Develop characters, plot, and scenes for fiction projects.

Starter Setup

What to add:

• Note: "Story Premise" — the core concept

• Note: "Characters" — profiles for major characters

• Note: "Plot Outline" — major beats and structure

• Note: "Scene Drafts" — work in progress

• Links: Craft videos on your genre or technique areas

• 1 AI chat: Connected to your story materials

Example prompts:

"I'm stuck on this scene. The goal is [X]

Power User Setup

Add books in your genre (for style analysis), your series bible (if applicable), and notes on theme and motif. Create AI chats for "Character Development," "Plot Consultant," "Scene Workshop," and "Style Editor."

Common Patterns Across All Roles

These workflow patterns apply regardless of your specific role:

The Research Pipeline

Sources → Summary Chat → Analysis Chat → Synthesis Chat → Output

The Expert Panel

Connect multiple expert sources (videos, books, articles) to one chat and consult them like advisors.

The Interview Method

Instead of filling out templates, ask AI to interview you until it has what it needs to produce the output.

The Parallel Draft

Generate multiple versions simultaneously with different angles, then combine the best elements.

The Chain Reaction

Connect AI chats to each other for multi-step processes: Research → Outline → Draft → Edit.

Getting Started

Pick one workflow from this guide that matches work you're doing right now. Start with the Starter Setup. As you get comfortable, add more materials and try the Power User additions.

The key is to start working, not to build the perfect canvas. Your canvas will evolve as you discover what you need.

Need help? Reach out to support@eden.so.