Canva Creator
Scope
This skill handles a campaign in five sequential stages, each gated by owner
approval:
brief → calendar → asset inventory → Canva designs → copy → HubSpot staging
| Path |
Channels |
What this skill produces |
| Canva (social) |
Instagram, Facebook, X/Twitter, LinkedIn |
Canva design + caption + scheduled HubSpot post |
| Text-only |
Email (newsletter, marketing, drip) |
Subject + preheader + body, surfaced inline for the owner to send |
Canva is not used for email rows under any circumstance — no templates,
no autofill, no design copies, no asset uploads, no exports. The owner
explicitly descoped Canva from the email path because email-template
autofill produces placeholder graphics when image slots exceed available
photos, and variation thumbnails fail to render in chat previews. If the
owner asks for a Canva email design, see reference/gotchas.md for the
redirect language.
Pre-flight
Before Stage 1, confirm:
Brief. The user has referenced or pasted an approved brief. If not:
"I'll need the content brief before I can build the campaign. Do you
have one from the content-strategy skill, or would you like to write
one now?"
Canva tier. Pro/Teams require manual template selection from the
user's library (no autofill API). Enterprise can autofill from brand
templates.
HubSpot tier. Social staging requires Marketing Hub Professional.
Starter or Free → skip Stage 5 and export a CSV instead
(see reference/hubspot-staging.md).
Brand assets. Confirm the path to product photos on disk or that
the brand kit is live in Canva.
Generation budget. Estimate the campaign's Canva volume and surface
it before Stage 1 begins. Default is 3 candidates per Canva-bound row;
each design costs ~5 API calls (autofill + export + polling).
Generation budget for this campaign:
Canva (social) rows: 8
Candidates per row: 3 (default — say "single candidate" to use 1)
Total designs: 24
API calls (approx): ~120 (autofill + export + polling)
Canva limit: 100 requests/minute. This will take ~2-3 minutes of
generation, well within your tier limits. Proceed?
If the projected total designs exceeds 30, recommend single-candidate
mode upfront — large campaigns run out of headroom fast. The owner can
override the default to 1, 2, or 3 candidates per row before Stage 1
starts. Lock the chosen value for the entire session.
Workflow
Stage 1 — Posting calendar
Pull from the brief: content themes, channels, cadence, hard dates
(launches, sales, holidays).
Build a calendar table with a Path column that routes every row to either
Canva or text-only drafting:
| Date |
Channel |
Path |
Theme |
Asset type |
Caption/Subject angle |
| Jun 2 |
Instagram feed |
Canva (social) |
Linen launch |
Square post |
"finally, a dress…" |
| Jun 5 |
Email |
Text-only |
Linen launch |
Email body |
"Linen that actually breathes" |
Tag every email-channel row as Text-only before presenting. Cap at 30
days unless the brief specifies otherwise. Flag scheduling conflicts (two
posts same day for the same product) up front.
Checkpoint 1. Present the calendar. Ask: "Does this match the plan?
Any dates to shift, channels to add, or themes to swap?" Iterate until
approved, then restate the split out loud — "N rows go through Canva, M
rows go through text-only drafting" — before moving on. Catching a
miscategorization here is free; catching it after generating designs
isn't.
Stage 2 — Asset inventory (Canva rows only)
Email rows skip this stage entirely. For each Canva (social) row, build
a manifest of what the template needs and what's already available.
Enumerate every image slot by name. Square Instagram posts usually
have 1-2 image slots; carousels and product grids can have 5+. List
them individually (Header_Image, Product1_Image, Product2_Image,
…) — never roll them up as "product images."
- Enterprise: read field names from
dataset[].label on the brand
template (GET /v1/brand-templates/{id}).
- Pro/Teams: count every distinct image rectangle in the template.
Inventory available assets. Text content from the brief (product
names, offer copy, taglines, pricing), product photos already uploaded
to Canva (GET /v1/assets) or on the owner's disk, brand kit colors
and fonts (Enterprise).
Build the slot-by-slot gap table. One row per slot per design — not
per design.
| Date |
Slot name |
Slot kind |
Available asset |
Status |
| Jun 2 |
Hero_Image |
image |
bloom_summer.jpg → asset_id pending |
upload |
| Jun 2 |
Headline |
text |
"Summer linen, finally" |
ready |
| Jun 9 |
Product1_Image |
image |
— |
MISSING |
Resolve slot/asset mismatches with the owner. If the template has
more image slots than the brief provides photos, pause and ask:
The "Summer Carousel" template has 5 image slots. The brief gave me 1
photo (bloom_summer.jpg). How should I fill the other 4?
1. Reuse the same photo across all 5 slots
2. You send me 4 more photos (file paths)
3. Pick a simpler template with fewer slots
No generation calls until the owner picks. Generating with empty slots
produces designs full of Canva's default landscape placeholders.
Upload missing photos and capture verified asset IDs. Upload via
POST /v1/asset-uploads, then poll GET /v1/asset-uploads/{job_id}
until status == "success". Record asset.id from the response — this
is the only value that works in an autofill image field. Passing an
empty string, a URL, a file path, or a stale ID silently renders
Canva's stock landscape graphic instead of the photo.
Confirm the manifest. Show the owner the completed slot-by-slot
table with every slot resolved and every image asset.id confirmed.
This is the last stop before Canva API calls.
Stage 3 — Canva design generation
Before any Canva API call, re-read the calendar and drop any row whose
Path is not Canva (social). Email rows do not pass through this
stage.
Generate designs one calendar row at a time, with 3 candidates per row
(or the value chosen at pre-flight). Each row follows the same loop:
generate candidates → verify → export → visually check → retry failures
→ present → wait for owner pick → next row. Pause 30 seconds between
rows. This caps the burst at 3 generations + 3 exports per ~30s — well
under Canva's 100 req/min rate limit. Do not parallelize multiple rows;
one row at a time is the protection that keeps the owner from hitting
quota mid-campaign.
Polling cadence. Poll job status every 3-5 seconds, not faster.
Tighter intervals burn quota without speeding up completion.
Preview URLs — only one type is safe to embed. Autofill responses
return design.canva.ai thumbnails that expire within minutes; embedding
them as markdown images produces broken "Show Image" placeholders.
Permanent export URLs (export-download.canva.com or the export-design
MCP tool) do not expire. Native Cowork carousels render the autofill
result directly using the connector's authenticated session — let them
render on their own, don't re-embed.
Row loop
Resolve template. (Once per session — same template across rows
unless the calendar mixes asset types.)
- Enterprise:
GET /v1/brand-templates filtered by asset type.
- Pro/Teams:
GET /v1/designs?ownership=any&query={template name},
surface top 3 to the owner, confirm one before generating.
Generate the row's candidates in parallel. Fire the row's 3
candidates simultaneously (or N from pre-flight).
- Enterprise:
POST /v1/autofills per candidate with the template ID
and field values. Poll all jobs concurrently.
- Pro/Teams:
POST /v1/designs to create copies. Describe the text and
image edits the owner applies in Canva; collect design IDs back.
Verify job status. For each candidate, confirm
GET /autofills/{job_id} returned status == "success" and
result.design.id is present. Handle errors per-design:
JOB_FAILED → read job.error.message, fix the field values or
asset IDs, retry once.
RATE_LIMIT_EXCEEDED (first hit this session) → wait 60s, retry
that one candidate once. This handles transient spikes.
RATE_LIMIT_EXCEEDED (second hit this session) or any
quota_exceeded / daily-cap error → stop generation immediately.
Do not retry. Surface progress and ask:
Canva is rate-limiting the campaign. Status so far:
✓ Generated: Posts 1-4 (12 designs)
⏸ Remaining: Posts 5-8 (12 designs not yet generated)
How should I proceed?
1. Switch to 1 candidate per remaining row (4 designs total) — finishes now
2. Pause campaign — resume in 60 minutes when quota refills
3. Stop generation — work with what we have, move to captions
Wait for the owner's choice. Do not loop on retry.
Export each successful candidate to a permanent PNG. Fire the
row's exports in parallel.
- REST:
POST /v1/exports with format.type: "png", poll
GET /v1/exports/{job_id} until success, capture urls[0].
- Canva MCP:
export-design with the design ID.
These permanent URLs are what get embedded in previews and attached to
the HubSpot post later. The autofill response thumbnail is never used
downstream.
Visually verify each export. Look at the image and reject any of
these — they all indicate an unfilled slot or wrong asset:
- Generic landscape with clouds and green hills (Canva's default
placeholder)
- Solid gray rectangles where a photo should be
- Lorem-ipsum or template-default text
- Subject that doesn't match the brief (wrong product, wrong brand)
If a candidate fails verification: re-check the manifest for the
affected slot, fix the asset.id, regenerate that single candidate,
re-export, re-verify.
Retry per-candidate on partial failure. If 1 of N candidates in
the row failed at Step 3 or 5, regenerate just that one — don't redo
the whole row and don't present a partial broken carousel. If the
second attempt also fails:
The third candidate for the Jun 9 post keeps failing — Canva returned
[error / rendered placeholder]. How should I proceed?
1. Skip it — present the other 2 and move on
2. Swap to a simpler template for just this candidate
3. Try once more with a different photo
Present the row's candidates. Let the native Cowork carousel
render the autofill tool result. Below it, add a text prompt:
Jun 9 candidates are ready — scroll through the carousel above.
Which one should I use for the Jun 9 post?
If the carousel doesn't render or one position is broken, embed the
permanent export PNG URLs from Step 4 instead. Final fallback: link to
the design's Canva edit URL (https://www.canva.com/d/{design_id}).
Never re-embed design.canva.ai URLs.
Pause 30 seconds, then move to the next row.
Checkpoint 2. Satisfied once the owner has picked one design per
calendar row. If they want a regenerate, regenerate only that one
candidate.
Stage 4 — Copy drafting
For each calendar row, draft the copy. Social rows get a caption; email
rows get a full email.
Social captions — Instagram, Facebook, X, LinkedIn:
- Length: channel-appropriate (Instagram ≤ 2,200 chars; Facebook ≤ 500
recommended; X ≤ 280).
- Structure: hook → one product benefit → CTA → 3-5 hashtags (not 30).
- Voice: match the brief's tone markers. If the brief says "casual and
friendly," don't write corporate copy.
- No filler. No "Exciting news!" or "We're thrilled to announce." Open
with the value.
Email content — Claude writes the entire email; no Canva:
- Subject: ≤ 50 chars, specific, no clickbait. "Spring projects are
booking up" beats "Don't miss out!"
- Preheader: ≤ 90 chars, complements the subject without repeating it.
- Body: plain prose, 100-250 words. Opening line that earns the read →
1-2 paragraphs of substance → single clear CTA → sign-off.
- Voice: same tone markers as social. Owners want their emails to sound
like them, not like a templated newsletter.
- No image references. Don't write "see image above." If the owner wants
visuals, they add them in their email tool.
- One CTA per email. Pick the most important action and lead with it.
Present captions inline below each social row. Present full emails
inline below each email row:
Subject: <subject line>
Preheader: <preheader text>
<body text>
For worked examples, see
reference/examples/boutique-brief-campaign.md.
Checkpoint 3. "Any captions or emails to rewrite? Flag the date and
what to change." Iterate until approved.
Stage 5 — HubSpot staging + email handoff
Stage social posts in HubSpot. Email content is not staged — it's
surfaced inline for the owner to copy into their email tool. For API
field reference, see
reference/hubspot-staging.md.
Create the campaign. POST /marketing/v3/campaigns with the
campaign name and start/end dates from the calendar.
Stage each social post. POST to the HubSpot Social API per
Canva (social) row:
channel: map calendar channel to HubSpot account ID
scheduledAt: ISO 8601 datetime — confirm it's in the future before
calling
content.body: approved caption
attachments: permanent Canva export PNG URL from Stage 3
status: SCHEDULED (never PUBLISHED)
Confirm the queue. Call
GET /marketing/v3/social/posts?status=SCHEDULED, surface the list,
provide a direct link to the HubSpot campaign view.
Surface email content for handoff. For each email row, present the
approved subject + preheader + body inline, grouped by send date. The
owner copies these into their email tool (HubSpot Marketing Email,
Mailchimp, Gmail).
Final checkpoint.
Your social posts are scheduled in HubSpot: [link]
They'll go out as scheduled — you can cancel or edit any post in HubSpot.
Email content is drafted below — copy each into your email tool when
you're ready to send:
Jun 5 — "Spring projects are booking up"
Jul 15 — "Summer maintenance windows are filling"
Anything to change before we're done?
Approval gates
- No Canva calls for email rows. Re-check the
Path column before
every API call.
- No publishing. Every HubSpot post is staged as
SCHEDULED; the
owner controls go-live.
- Always surface the generation budget at pre-flight. Owner sees the
total design count and approves before Stage 1 begins.
- One row at a time in Stage 3. Candidates within a row fire in
parallel, but rows are sequential with a 30s gap — this is the quota
protection.
- On the second quota error, pause and ask. Never loop on retry.
- Always export to a permanent PNG before presenting. Job success
doesn't mean the design rendered correctly.
- Never embed
design.canva.ai URLs in messages. They expire.
- Never regenerate the whole row when one candidate fails.
Per-candidate retry only.
- Never auto-select a template for Pro/Teams users. Always confirm.
- Never skip slot-by-slot inventory. Multi-slot templates render
placeholder landscapes when any slot is empty.
- Never skip Checkpoint 1. Generating before the calendar is approved
is the largest source of wasted work in this skill.
Reference
- reference/canva-api.md — Canva Connect API
endpoints, asset upload, export formats, MCP equivalents
- reference/hubspot-staging.md — HubSpot
Social API and CSV fallback for non-Pro tiers
- reference/gotchas.md — Good / Bad patterns for
every failure mode this skill has hit in production
- reference/examples/boutique-brief-campaign.md
— full worked examples (single-slot social, multi-slot template)
1---
2name: canva-creator
3description: >
4 Takes an approved content brief and executes a campaign end-to-end: builds
5 the posting calendar, generates Canva designs for social posts, drafts
6 caption and email copy, and stages social sends in HubSpot. Canva is used
7 for social posts only (Instagram, Facebook, X, LinkedIn) — email content
8 is drafted as plain text and surfaced inline for the owner to send from
9 their own tool. Every step requires explicit owner approval. Use when the
10 user says "make the content," "generate the posts," "create the assets,"
11 "turn this into a campaign," or hands off an approved brief for execution.
12---
13
14# Canva Creator
15
16## Scope
17
18This skill handles a campaign in five sequential stages, each gated by owner
19approval:
20
21```
22brief → calendar → asset inventory → Canva designs → copy → HubSpot staging
23```
24
25| Path | Channels | What this skill produces |
26|------|----------|--------------------------|
27| Canva (social) | Instagram, Facebook, X/Twitter, LinkedIn | Canva design + caption + scheduled HubSpot post |
28| Text-only | Email (newsletter, marketing, drip) | Subject + preheader + body, surfaced inline for the owner to send |
29
30**Canva is not used for email rows under any circumstance** — no templates,
31no autofill, no design copies, no asset uploads, no exports. The owner
32explicitly descoped Canva from the email path because email-template
33autofill produces placeholder graphics when image slots exceed available
34photos, and variation thumbnails fail to render in chat previews. If the
35owner asks for a Canva email design, see `reference/gotchas.md` for the
36redirect language.
37
38---
39
40## Pre-flight
41
42Before Stage 1, confirm:
43
441. **Brief.** The user has referenced or pasted an approved brief. If not:
45 "I'll need the content brief before I can build the campaign. Do you
46 have one from the content-strategy skill, or would you like to write
47 one now?"
48
492. **Canva tier.** Pro/Teams require manual template selection from the
50 user's library (no autofill API). Enterprise can autofill from brand
51 templates.
52
533. **HubSpot tier.** Social staging requires Marketing Hub Professional.
54 Starter or Free → skip Stage 5 and export a CSV instead
55 (see [reference/hubspot-staging.md](reference/hubspot-staging.md)).
56
574. **Brand assets.** Confirm the path to product photos on disk or that
58 the brand kit is live in Canva.
59
605. **Generation budget.** Estimate the campaign's Canva volume and surface
61 it before Stage 1 begins. Default is 3 candidates per Canva-bound row;
62 each design costs ~5 API calls (autofill + export + polling).
63
64 ```
65 Generation budget for this campaign:
66 Canva (social) rows: 8
67 Candidates per row: 3 (default — say "single candidate" to use 1)
68 Total designs: 24
69 API calls (approx): ~120 (autofill + export + polling)
70
71 Canva limit: 100 requests/minute. This will take ~2-3 minutes of
72 generation, well within your tier limits. Proceed?
73 ```
74
75 If the projected total designs exceeds 30, recommend single-candidate
76 mode upfront — large campaigns run out of headroom fast. The owner can
77 override the default to 1, 2, or 3 candidates per row before Stage 1
78 starts. Lock the chosen value for the entire session.
79
80---
81
82## Workflow
83
84### Stage 1 — Posting calendar
85
86Pull from the brief: content themes, channels, cadence, hard dates
87(launches, sales, holidays).
88
89Build a calendar table with a `Path` column that routes every row to either
90Canva or text-only drafting:
91
92| Date | Channel | Path | Theme | Asset type | Caption/Subject angle |
93|------|---------|------|-------|------------|-----------------------|
94| Jun 2 | Instagram feed | Canva (social) | Linen launch | Square post | "finally, a dress…" |
95| Jun 5 | Email | Text-only | Linen launch | Email body | "Linen that actually breathes" |
96
97Tag every email-channel row as `Text-only` before presenting. Cap at 30
98days unless the brief specifies otherwise. Flag scheduling conflicts (two
99posts same day for the same product) up front.
100
101**Checkpoint 1.** Present the calendar. Ask: "Does this match the plan?
102Any dates to shift, channels to add, or themes to swap?" Iterate until
103approved, then restate the split out loud — "N rows go through Canva, M
104rows go through text-only drafting" — before moving on. Catching a
105miscategorization here is free; catching it after generating designs
106isn't.
107
108---
109
110### Stage 2 — Asset inventory (Canva rows only)
111
112Email rows skip this stage entirely. For each `Canva (social)` row, build
113a manifest of what the template needs and what's already available.
114
1151. **Enumerate every image slot by name.** Square Instagram posts usually
116 have 1-2 image slots; carousels and product grids can have 5+. List
117 them individually (`Header_Image`, `Product1_Image`, `Product2_Image`,
118 …) — never roll them up as "product images."
119 - Enterprise: read field names from `dataset[].label` on the brand
120 template (`GET /v1/brand-templates/{id}`).
121 - Pro/Teams: count every distinct image rectangle in the template.
122
1232. **Inventory available assets.** Text content from the brief (product
124 names, offer copy, taglines, pricing), product photos already uploaded
125 to Canva (`GET /v1/assets`) or on the owner's disk, brand kit colors
126 and fonts (Enterprise).
127
1283. **Build the slot-by-slot gap table.** One row per slot per design — not
129 per design.
130
131 | Date | Slot name | Slot kind | Available asset | Status |
132 |------|-----------|-----------|-----------------|--------|
133 | Jun 2 | Hero_Image | image | bloom_summer.jpg → asset_id pending | upload |
134 | Jun 2 | Headline | text | "Summer linen, finally" | ready |
135 | Jun 9 | Product1_Image | image | — | **MISSING** |
136
1374. **Resolve slot/asset mismatches with the owner.** If the template has
138 more image slots than the brief provides photos, pause and ask:
139
140 ```
141 The "Summer Carousel" template has 5 image slots. The brief gave me 1
142 photo (bloom_summer.jpg). How should I fill the other 4?
143
144 1. Reuse the same photo across all 5 slots
145 2. You send me 4 more photos (file paths)
146 3. Pick a simpler template with fewer slots
147 ```
148
149 No generation calls until the owner picks. Generating with empty slots
150 produces designs full of Canva's default landscape placeholders.
151
1525. **Upload missing photos and capture verified asset IDs.** Upload via
153 `POST /v1/asset-uploads`, then poll `GET /v1/asset-uploads/{job_id}`
154 until `status == "success"`. Record `asset.id` from the response — this
155 is the only value that works in an autofill image field. Passing an
156 empty string, a URL, a file path, or a stale ID silently renders
157 Canva's stock landscape graphic instead of the photo.
158
1596. **Confirm the manifest.** Show the owner the completed slot-by-slot
160 table with every slot resolved and every image `asset.id` confirmed.
161 This is the last stop before Canva API calls.
162
163---
164
165### Stage 3 — Canva design generation
166
167Before any Canva API call, re-read the calendar and drop any row whose
168`Path` is not `Canva (social)`. Email rows do not pass through this
169stage.
170
171Generate designs **one calendar row at a time**, with 3 candidates per row
172(or the value chosen at pre-flight). Each row follows the same loop:
173generate candidates → verify → export → visually check → retry failures
174→ present → wait for owner pick → next row. Pause 30 seconds between
175rows. This caps the burst at 3 generations + 3 exports per ~30s — well
176under Canva's 100 req/min rate limit. Do not parallelize multiple rows;
177one row at a time is the protection that keeps the owner from hitting
178quota mid-campaign.
179
180**Polling cadence.** Poll job status every 3-5 seconds, not faster.
181Tighter intervals burn quota without speeding up completion.
182
183**Preview URLs — only one type is safe to embed.** Autofill responses
184return `design.canva.ai` thumbnails that expire within minutes; embedding
185them as markdown images produces broken "Show Image" placeholders.
186Permanent export URLs (`export-download.canva.com` or the `export-design`
187MCP tool) do not expire. Native Cowork carousels render the autofill
188result directly using the connector's authenticated session — let them
189render on their own, don't re-embed.
190
191#### Row loop
192
1931. **Resolve template.** (Once per session — same template across rows
194 unless the calendar mixes asset types.)
195 - Enterprise: `GET /v1/brand-templates` filtered by asset type.
196 - Pro/Teams: `GET /v1/designs?ownership=any&query={template name}`,
197 surface top 3 to the owner, confirm one before generating.
198
1992. **Generate the row's candidates in parallel.** Fire the row's 3
200 candidates simultaneously (or N from pre-flight).
201 - Enterprise: `POST /v1/autofills` per candidate with the template ID
202 and field values. Poll all jobs concurrently.
203 - Pro/Teams: `POST /v1/designs` to create copies. Describe the text and
204 image edits the owner applies in Canva; collect design IDs back.
205
2063. **Verify job status.** For each candidate, confirm
207 `GET /autofills/{job_id}` returned `status == "success"` and
208 `result.design.id` is present. Handle errors per-design:
209 - `JOB_FAILED` → read `job.error.message`, fix the field values or
210 asset IDs, retry once.
211 - `RATE_LIMIT_EXCEEDED` (first hit this session) → wait 60s, retry
212 that one candidate once. This handles transient spikes.
213 - `RATE_LIMIT_EXCEEDED` (second hit this session) **or** any
214 `quota_exceeded` / daily-cap error → stop generation immediately.
215 Do not retry. Surface progress and ask:
216
217 ```
218 Canva is rate-limiting the campaign. Status so far:
219 ✓ Generated: Posts 1-4 (12 designs)
220 ⏸ Remaining: Posts 5-8 (12 designs not yet generated)
221
222 How should I proceed?
223 1. Switch to 1 candidate per remaining row (4 designs total) — finishes now
224 2. Pause campaign — resume in 60 minutes when quota refills
225 3. Stop generation — work with what we have, move to captions
226 ```
227
228 Wait for the owner's choice. Do not loop on retry.
229
2304. **Export each successful candidate to a permanent PNG.** Fire the
231 row's exports in parallel.
232 - REST: `POST /v1/exports` with `format.type: "png"`, poll
233 `GET /v1/exports/{job_id}` until success, capture `urls[0]`.
234 - Canva MCP: `export-design` with the design ID.
235
236 These permanent URLs are what get embedded in previews and attached to
237 the HubSpot post later. The autofill response thumbnail is never used
238 downstream.
239
2405. **Visually verify each export.** Look at the image and reject any of
241 these — they all indicate an unfilled slot or wrong asset:
242 - Generic landscape with clouds and green hills (Canva's default
243 placeholder)
244 - Solid gray rectangles where a photo should be
245 - Lorem-ipsum or template-default text
246 - Subject that doesn't match the brief (wrong product, wrong brand)
247
248 If a candidate fails verification: re-check the manifest for the
249 affected slot, fix the `asset.id`, regenerate that single candidate,
250 re-export, re-verify.
251
2526. **Retry per-candidate on partial failure.** If 1 of N candidates in
253 the row failed at Step 3 or 5, regenerate just that one — don't redo
254 the whole row and don't present a partial broken carousel. If the
255 second attempt also fails:
256
257 ```
258 The third candidate for the Jun 9 post keeps failing — Canva returned
259 [error / rendered placeholder]. How should I proceed?
260
261 1. Skip it — present the other 2 and move on
262 2. Swap to a simpler template for just this candidate
263 3. Try once more with a different photo
264 ```
265
2667. **Present the row's candidates.** Let the native Cowork carousel
267 render the autofill tool result. Below it, add a text prompt:
268
269 ```
270 Jun 9 candidates are ready — scroll through the carousel above.
271 Which one should I use for the Jun 9 post?
272 ```
273
274 If the carousel doesn't render or one position is broken, embed the
275 permanent export PNG URLs from Step 4 instead. Final fallback: link to
276 the design's Canva edit URL (`https://www.canva.com/d/{design_id}`).
277 Never re-embed `design.canva.ai` URLs.
278
2798. **Pause 30 seconds, then move to the next row.**
280
281**Checkpoint 2.** Satisfied once the owner has picked one design per
282calendar row. If they want a regenerate, regenerate only that one
283candidate.
284
285---
286
287### Stage 4 — Copy drafting
288
289For each calendar row, draft the copy. Social rows get a caption; email
290rows get a full email.
291
292**Social captions** — Instagram, Facebook, X, LinkedIn:
293
294- Length: channel-appropriate (Instagram ≤ 2,200 chars; Facebook ≤ 500
295 recommended; X ≤ 280).
296- Structure: hook → one product benefit → CTA → 3-5 hashtags (not 30).
297- Voice: match the brief's tone markers. If the brief says "casual and
298 friendly," don't write corporate copy.
299- No filler. No "Exciting news!" or "We're thrilled to announce." Open
300 with the value.
301
302**Email content** — Claude writes the entire email; no Canva:
303
304- Subject: ≤ 50 chars, specific, no clickbait. "Spring projects are
305 booking up" beats "Don't miss out!"
306- Preheader: ≤ 90 chars, complements the subject without repeating it.
307- Body: plain prose, 100-250 words. Opening line that earns the read →
308 1-2 paragraphs of substance → single clear CTA → sign-off.
309- Voice: same tone markers as social. Owners want their emails to sound
310 like them, not like a templated newsletter.
311- No image references. Don't write "see image above." If the owner wants
312 visuals, they add them in their email tool.
313- One CTA per email. Pick the most important action and lead with it.
314
315Present captions inline below each social row. Present full emails
316inline below each email row:
317
318```
319Subject: <subject line>
320Preheader: <preheader text>
321
322<body text>
323```
324
325For worked examples, see
326[reference/examples/boutique-brief-campaign.md](reference/examples/boutique-brief-campaign.md).
327
328**Checkpoint 3.** "Any captions or emails to rewrite? Flag the date and
329what to change." Iterate until approved.
330
331---
332
333### Stage 5 — HubSpot staging + email handoff
334
335Stage social posts in HubSpot. Email content is not staged — it's
336surfaced inline for the owner to copy into their email tool. For API
337field reference, see
338[reference/hubspot-staging.md](reference/hubspot-staging.md).
339
3401. **Create the campaign.** `POST /marketing/v3/campaigns` with the
341 campaign name and start/end dates from the calendar.
342
3432. **Stage each social post.** `POST` to the HubSpot Social API per
344 `Canva (social)` row:
345 - `channel`: map calendar channel to HubSpot account ID
346 - `scheduledAt`: ISO 8601 datetime — confirm it's in the future before
347 calling
348 - `content.body`: approved caption
349 - `attachments`: permanent Canva export PNG URL from Stage 3
350 - `status`: `SCHEDULED` (never `PUBLISHED`)
351
3523. **Confirm the queue.** Call
353 `GET /marketing/v3/social/posts?status=SCHEDULED`, surface the list,
354 provide a direct link to the HubSpot campaign view.
355
3564. **Surface email content for handoff.** For each email row, present the
357 approved subject + preheader + body inline, grouped by send date. The
358 owner copies these into their email tool (HubSpot Marketing Email,
359 Mailchimp, Gmail).
360
361**Final checkpoint.**
362
363```
364Your social posts are scheduled in HubSpot: [link]
365They'll go out as scheduled — you can cancel or edit any post in HubSpot.
366
367Email content is drafted below — copy each into your email tool when
368you're ready to send:
369
370 Jun 5 — "Spring projects are booking up"
371 Jul 15 — "Summer maintenance windows are filling"
372
373Anything to change before we're done?
374```
375
376---
377
378## Approval gates
379
380- **No Canva calls for email rows.** Re-check the `Path` column before
381 every API call.
382- **No publishing.** Every HubSpot post is staged as `SCHEDULED`; the
383 owner controls go-live.
384- **Always surface the generation budget at pre-flight.** Owner sees the
385 total design count and approves before Stage 1 begins.
386- **One row at a time in Stage 3.** Candidates within a row fire in
387 parallel, but rows are sequential with a 30s gap — this is the quota
388 protection.
389- **On the second quota error, pause and ask.** Never loop on retry.
390- **Always export to a permanent PNG before presenting.** Job success
391 doesn't mean the design rendered correctly.
392- **Never embed `design.canva.ai` URLs in messages.** They expire.
393- **Never regenerate the whole row when one candidate fails.**
394 Per-candidate retry only.
395- **Never auto-select a template for Pro/Teams users.** Always confirm.
396- **Never skip slot-by-slot inventory.** Multi-slot templates render
397 placeholder landscapes when any slot is empty.
398- **Never skip Checkpoint 1.** Generating before the calendar is approved
399 is the largest source of wasted work in this skill.
400
401---
402
403## Reference
404
405- [reference/canva-api.md](reference/canva-api.md) — Canva Connect API
406 endpoints, asset upload, export formats, MCP equivalents
407- [reference/hubspot-staging.md](reference/hubspot-staging.md) — HubSpot
408 Social API and CSV fallback for non-Pro tiers
409- [reference/gotchas.md](reference/gotchas.md) — Good / Bad patterns for
410 every failure mode this skill has hit in production
411- [reference/examples/boutique-brief-campaign.md](reference/examples/boutique-brief-campaign.md)
412 — full worked examples (single-slot social, multi-slot template)