Content ops planning

Use Slab5 to plan marketing and content operations with CMS, Files and Media, Tasks, CRM, Activity Log, and Data & Insights.

Use case

A content team wants an agent to create a launch campaign, draft a CMS entry on the right site, prepare channel posts, attach creative assets, and track launch activity.

Prompt

Create a Product Launch campaign, create a CMS site entry for the launch landing page, draft a launch post, register the hero image upload, create a review task for next Tuesday, and create a BI dashboard stub for campaign tracking.

Flow

1. create_marketing_campaign for the product launch.
2. create_cms_site if the marketing site does not exist.
3. create_collection for launch pages or posts if needed.
4. create_entry for the draft landing page with structured fields and custom_fields.
5. create_marketing_post for the announcement channel.
6. create_asset_upload_intent for the hero image or demo video.
7. Upload the file through the signed URL.
8. create_task for review.
9. log_activity for planning and approval history.
10. create_bi_dashboard or run_bi_query for campaign tracking when BI is enabled.

Stored asset example

An agent can create the CMS draft, then register a linked image asset before upload:

{
  "jsonrpc": "2.0",
  "id": "asset-upload-1",
  "method": "tools/call",
  "params": {
    "name": "create_asset_upload_intent",
    "arguments": {
      "asset_type": "image",
      "file_name": "product-launch-hero.png",
      "mime_type": "image/png",
      "related_resource_type": "cms_entry",
      "related_resource_id": "ent_123",
      "idempotency_key": "product-launch-hero"
    }
  }
}

The response includes an upload_url. Later, reviewers can call search_assets for ent_123 or get_asset_download_url for a signed download link.

Tracking

Use Activity Log for editorial history and Data & Insights for Object Analytics, insight views, Custom BI assets, exports, and scheduled refreshes. In configured analytics environments, built-in datasets can query workspace usage, audit, CRM, task, support, CMS, asset, and finance data through Slab5's analytics provider.