Add a title
Paste the Asana project URL first — title, pub date, and galley dates auto-fill. Takes about 7 minutes.
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Step 1 of 7
Connect Asana project
Paste the Asana project URL. Title and pub date auto-fill from the project name.
Copy the URL from your browser bar while viewing the project in Asana. The project ID is the long number after /project/.
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Step 2 of 7
Confirm title details
✓ Pre-filled from Asana — edit anything that needs correcting.
Asana doesn't store author names — type it here.
Pre-filled from the on-sale date in the Asana project name. Edit if needed.
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Step 3 of 7
Cover image
Paste a direct image link, or any page link (publisher page, Amazon, Canva share link) and click Fetch cover — it'll try to pull the cover image. If it can't, upload an image below.
Use this to set or replace the cover with your own image.
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Step 4 of 7
Connect Canva folder
The dashboard pulls live asset thumbnails from this folder. No file naming required.
Ask Claude: "Search my Canva folders for [title name] and give me the folder ID." It's the last part of the folder's Canva URL. Open Claude →
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No folder yet? Ask Aisling to create a Canva folder named "[Title Name]" and share the 11-character folder ID with you.
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Step 5 of 7
Link files & strategy
View-only Drive folder for video and large files. The dashboard links to it; nothing reads its contents. Set to "Anyone with the link can view" before pasting.
The dashboard automatically finds and analyzes the Granola folder matching this title's name — you only need to fill this in if your Granola folder is named something else.
Strategy doc and budget are uploaded from the title's dashboard once it's created — those run through Claude for real analysis, which only happens there.
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Step 6 of 7
Budget spreadsheet
Budget is set from the title's dashboard once it's created — use the Title budget button for the planned breakdown, and Spend report for the actual company-wide ledger. Both live in the Budget section there.
Don't have a budget set yet? Skip for now and add it from the title's dashboard once the budget is finalised.
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Step 7 of 7
S&S Portal documents
Upload the All Concerned and Events files from the S&S MAPP portal (.docx, or a .zip of both). They're parsed into the Publicity section now. Later, the weekly MAPP agent can upload them for you.
Select both Word docs (or a zip containing them). Parsed into two grids on the dashboard: Confirmed Publicity & Events, and the detailed Author Events grid.
Using the weekly agent? Once the Claude in Chrome MAPP agent is running (see Section 5D of the project plan), it will update these links automatically every Tuesday. You can skip this step and let the agent handle it.
✓ Dashboard created