One record. Tags decide where it shows up — nothing else does.
What it is
Type — pick one
Shelf
New records for this type are added below, not up here — . This form comes back automatically when you click an existing row to edit it.
What it's called
Title
Write it the way a member would say it out loud — this is what search reads.
Caption — the member's starting point, they can edit their own copy
The file
Vimeo link — plays inline
Not yet fully migrated — Loom links work here too while the move to Vimeo is under way.
Drive direct-download link
Paste a share link (…/file/d/<id>/view) and this rewrites it to the direct-download form automatically.
Email body — paste it in, don't link out
The tags
Job — pick as many as fit — what the member is working on, not their annual goal
Audience — pick one — tag this on everything
Topic — pick one — closed list, ask before adding one
Month
Who can see it
The Canva link
Use a template link, not a share link — it gives the member their own copy.
Canva template link
Preview image URL
Tutorial details
Duration
Sequence — optional
Which tool this documents
State
Draft is invisible to members. Flip to live when it's ready.
Archived
Archived is out of browse and "New this month," but still fully searchable — the same back-catalog treatment reels and guides already use. To make an existing back-catalog item this month's featured piece, set Archived to "In browse" and Month to the current month, here.
Post pack
One record per month (MONTHLY-WORKFLOW.md step 3) — the month's settings and, optionally, a Canva template covering the whole month. Individual days go in "Daily posts" below, one card per actual day and each with its own Canva link — that's also where per-day audience is set. Draft until you flip it live, same as content — a half-finished month is never visible to members.
Month
Who can see it
State
Canva template — whole month — optional
Daily posts
One card per day of the month above. Drop up to three design variations into each day — drag the file onto a slot, or click it to browse. No filename convention required; each slot is exactly where it lands. Topic, caption and audience are shared across a day's three variations, since they're the same post shown three ways. Audience is optional per day — this is the one place it's worth setting specifically, since the pack-level "Who it's for" above defaults to Both and rarely needs changing. No zip download here — members open each design in Canva directly, so there's nothing to bundle.
Daily reels
This month's reel calendar is filled by CSV import now (DAILY-REELS-IMPORT.md, scripts/import-daily-reels.py) — same idea as the back-catalog reel import. Create the pack in "This month's settings" above first (month, "Who can see it", State, then Save post pack), then run the import against it. Nothing to fill in here except the zip link below.
This month's reel files — zip download link — optional
Members get a "Download all of the month's reels" button above the daily reels when this is filled in. Upload the zip to Drive, set sharing to "Anyone with the link", copy the link and paste it here — it's converted to a direct download for you. Nothing equivalent for posts — those stay in Canva, no zip needed.
Emails — this month
Not day-by-day — about 4 a month, added one at a time so they never get buried under 30 days of reels. Uses this month's "Who can see it" from "This month's settings" above — State is set right here instead, so a week's emails can go live the moment you enter them.
Guides — this month
Usually just one a month, added here. For the back catalog all at once, see GUIDE-MIGRATION.md instead. Uses this month's "Who can see it" and State — set those in "This month's settings" above.
Workshop videos — one per tool
A short how-to for each tool, shown on its own page. Not month-scoped — set once, applies everywhere. Leave a tool blank and it just shows no workshop row.
Existing reels
Click a row to edit it. Filtered to the type selected above — the 800 migrated reels would otherwise bury everything else in a "most recent 50" list.