The rule in 4 lines
- When you click Schedule, we fill in our best guess: accounts (or a mailing list) and a time.
- One summary card shows it, plus one line saying what you can type to change it.
- Oz's two components, Who (accounts or mailing list) and When (time), show only if we can't guess. That means a real choice, nothing connected, or a vague time.
- A campaign card shows each step's status. If anything isn't ready, Finish setup opens the stepper, which uses the same Who and When components.
How to read this
4 rows, A to D. Frames go left to right. Dashed frames are "only when needed" variants. A bold outline marks the button the partner clicks next.
ReadyNeeds choiceBlockedGreyed card = out of date
Fake data from the Claude test app: Q4 partner webinar push. Accounts: Northwind Partners (LinkedIn page), Dana Lee (LinkedIn profile), @northwindpartners (X, not connected).
A. One social post, in our Ask AI thread
Our app. Cards update in place. Typing a change does not add a new card.
A1
Ask AIStructured
Find me a post about our webinar
Ask AIHere are the best matches.
Join our Q4 partner webinar
Top performer with partners like you
How Contoso cut onboarding time by 40%
Ask anything…
The partner clicks Schedule on a recommendation.
A2
Ask AIStructured
Join our Q4 partner webinar
Ask AII picked your company page and Tuesday 10 AM. Type a new time or account, or tap Change.
move to Thu 2:30
The AI fills in its best guess. One summary card, plus one line saying what you can change.
A3
Ask AIStructured
Join our Q4 partner webinar
move to Thu 2:30
Ask AIMoved to Thursday 2:30 PM.
Ask anything…
A typed change updates the same card above, so there's no new card. The chat just confirms it in one line.
A4
Ask AIStructured
Join our Q4 partner webinar
SCHEDULED
Northwind Partners · Thu, Nov 19, 2:30 PMChange
Saved in My Campaigns
Ask AIDone. It goes out Thursday at 2:30 PM.
Ask anything…
One click schedules it. The card becomes a confirmed summary with Change.
A5 only when needed
Ask AIStructured
Ask AIWhich accounts should this go to?
Join our Q4 partner webinar
Who · component 1
Northwind Partners · LinkedIn page
Dana Lee · LinkedIn profile
@northwindpartners · X Connect
After Next, it becomes the summary card (A2). When stays pre-filled.
Ask anything…
If there's a real choice (several accounts and no clear guess), the Who component shows first.
A6 blocked
Ask AIStructured
Ask AIYou don't have a social account connected yet. Connect one to post this.
Join our Q4 partner webinar
Who · Connect component
LinkedIn
X
Facebook
Sign-in opens on the network's own page. The card shows "Connected" when you come back.
Ask anything…
If nothing is connected, the Who component becomes the Connect component. Then it's back to A2.
A7 only when needed
Ask AIStructured
schedule it for later this week
Ask AIWhen should it go out? Thursday 10 AM is your audience's best slot this week.
Join our Q4 partner webinar
When · component 2
Ask anything…
If the time is vague ("later this week"), the When component shows with suggested times.
B. One social post, on the AI platform (Claude or ChatGPT)
The AI platform's chat replaces ours. Every tool call draws a new card. We grey out the old one ourselves. V1 has no writes, so you finish in Structured.
B1
Claude (its own chat)Structured connector
Find a Structured post about our webinar and schedule it
ClaudeHere's the best match. I filled in a time.
Join our Q4 partner webinar
ClaudeTell me a new time or account, or tap Change.
move to Thu 2:30
The same summary card, inside the AI platform's chat. The grey header bar is Claude's, not ours.
B2
Claude (its own chat)Structured connector
Join our Q4 partner webinar
WhenTue, Nov 17, 10:00 AM
move to Thu 2:30
ClaudeMoved to Thursday 2:30 PM.
Here a typed change draws a new card at the bottom. We grey out the old one, since Claude won't do it for us.
B3
Claude (its own chat)Structured connector
Join our Q4 partner webinar
READY TO SCHEDULE
Northwind Partners · Thu, Nov 19, 2:30 PM
Finish in Structured. Nothing is posted until you confirm there.
ClaudeIt's saved in My Campaigns with your settings. Open it in Structured to schedule.
Reply to Claude…
V1 has no writes. The last state says "Ready to schedule" and hands off to Structured.
B4 blocked
Claude (its own chat)Structured connector
ClaudeNo social account is connected in Structured yet.
Who · Connect component
LinkedIn
X
Opens the network's sign-in in a new tab. Then a new card shows "Connected".
Reply to Claude…
The same Connect component, inside the AI platform. Sign-in happens on the network's page.
B5 only when needed
Claude (its own chat)Structured connector
post it later this week
ClaudeWhen should it go out? Thursday 10 AM is the best slot.
When · component 2
Who works the same way: the account picker shows only when it's a real choice.
Reply to Claude…
Who and When components show only when needed, just like in our thread.
C. A campaign with several steps (social + email), in our Ask AI thread
Chat shows status and handles quick edits. Real setup happens in the stepper, in a side panel next to the chat.
C1
Ask AIStructured
Q4 partner webinar push
3 steps: 1 email, 2 LinkedIn posts
Ask anything…
The partner clicks Schedule on a campaign recommendation.
C2
Ask AIStructured
Q4 partner webinar push
1. LinkedIn post · Tue 10 AMReady
2. Invite email · Wed 10 AMBlocked
Sending domain not verified. Pick a mailing list too.
3. Recap post · Fri 10 AMNeeds choice
Add X? @northwindpartners isn't connected.
Ask AISaved to My Campaigns. 1 step is ready, 2 need you. Type changes like "move the email to Friday", or tap Finish setup.
The campaign card shows each step's status. Since not everything is ready, the main button is Finish setup.
C3 typed edit
Ask AIStructured
Q4 partner webinar push
1. LinkedIn post · Tue 10 AMReady
2. Invite email · Fri 9 AMBlocked
3. Recap post · Mon 10 AMNeeds choice
move the email to Friday
Ask AIMoved the email to Friday 9 AM and the recap post to Monday, so it still comes after.
Typed edits update the same campaign card. You don't have to open anything.
C4
Ask AI with the side panel openStructured
Q4 partner webinar push
Setting up in the panel →
Ask…
Q4 partner webinar push Draft, saved in My Campaigns
1 LinkedIn›2 Email›3 Recap›Review
Email can't go out yet. Your sending domain isn't verified.
Who · mailing list
✓Past webinar attendees (310) suggested
Q4 prospects (860)
Current customers (1,240)
When
Fri, Nov 20, 9:00 AMChange
Finish setup opens the stepper in a side panel next to the chat, at the first step that needs work. Each step uses the same Who and When components. A domain problem shows up front, with three ways out.
C5
Ask AI with the side panel openStructured
Q4 partner webinar push
Setting up in the panel →
Ask…
Q4 partner webinar push
1 LinkedIn›2 Email›3 Recap›Review
Who · component 1
✓Northwind Partners · LinkedIn page
Dana Lee · LinkedIn profile
@northwindpartners · X
When · component 2
Mon, Nov 23, 10:00 AMChange
The email step is skipped, so the partner moves on. The social step uses the same Who component, with Connect for X.
C6
Ask AI (panel closed)Structured
Q4 partner webinar push
SCHEDULED
1. LinkedIn post · Tue 10 AMScheduled
2. Invite emailSkipped
3. Recap post · Mon 10 AMScheduled
Ask AI2 posts are scheduled. I skipped the email until your domain is verified.
Back in the thread, the same campaign card now shows the result.
C7 when all ready
Ask AIStructured
Q4 partner webinar push
1. LinkedIn post · Tue 10 AMReady
2. Invite email · Wed 10 AMReady
3. Recap post · Fri 10 AMReady
Ask AIEverything's set, so you can schedule all 3 steps now.
Once the domain, list and accounts are set up, the next campaign takes one click: Schedule all.
D. A campaign with several steps, on the AI platform (Claude or ChatGPT)
Same campaign card and stepper. Claude decides whether it opens full screen or in a side pane. Our chat isn't there; Claude's is.
D1
Claude (its own chat)Structured connector
Schedule the Q4 partner webinar push campaign
Q4 partner webinar push
1. LinkedIn post · Tue 10 AMReady
2. Invite email · Wed 10 AMBlocked
3. Recap post · Fri 10 AMNeeds choice
Claude1 step is ready, 2 need you. Tell me changes, or open the campaign to finish setup.
The same campaign card with a status for each step. The main button is Open campaign.
D2 typed edit
Claude (its own chat)Structured connector
Q4 partner webinar push
2. Invite email · Wed 10 AM
move the email to Friday
ClaudeDone, the email is now Friday 9 AM.
Q4 partner webinar push
1. LinkedIn post · Tue 10 AMReady
2. Invite email · Fri 9 AMBlocked
3. Recap post · Mon 10 AMNeeds choice
A typed edit draws a new card, and we grey out the old one.
D3
Claude · full screen or side pane (Claude chooses)Show in chat
Q4 partner webinar push Draft, saved in My Campaigns
1 LinkedIn›2 Email›3 Recap›Review
Email can't go out yet. Your sending domain isn't verified.
Who · mailing list
✓Past webinar attendees (310) suggested
Q4 prospects (860)
When
Fri, Nov 20, 9:00 AMChange
Reply to Claude… (Claude's chat, not ours)
Open campaign shows the same stepper with the same Who and When components. Claude picks full screen or a side pane. Our chat panel isn't there, because Claude's chat takes its place.
D4
Claude · stepper, ReviewShow in chat
1 LinkedIn›2 Email›3 Recap›Review
1. LinkedIn post · Tue 10 AMReady
2. Invite emailSkipped
3. Recap post · Mon 10 AMReady
READY TO SCHEDULE
Finish in Structured. Nothing goes out until you confirm there.
V1 has no writes, so the last step hands off to Structured, which does the scheduling.
What's different between our thread and the AI platform
| Our Ask AI thread (A, C) | The AI platform: Claude or ChatGPT (B, D) | |
|---|---|---|
| Chat | Our chat | The AI platform's chat replaces ours |
| Typed change | The same card updates in place | A new card each time. We grey out the old one as "Out of date" |
| Campaign stepper | A real side panel next to the chat | Full screen or side pane. Claude chooses (Free plan: full screen) |
| Last click | Schedule / Schedule all actually schedules | V1 has no writes: "Ready to schedule", then Open in Structured |
| Header bar on cards | None. Asset header only (thumbnail + title) | Claude adds its own bar (connector name, tool title, code button). We control only the names |
| Same in both | Smart defaults, one summary card plus a line of help, Who/When components only when needed, step status, Finish setup opens the stepper, domain heads-up with 3 ways out | |
Open questions for Oz: one Share card or two (Who then When), and the Schedule an email components (design pending). This sketch assumes two components that only show when needed.