Adding Guidance
Learn where to add guidance before drafting so your content plan and outline produce a focused first draft.
Adding guidance helps you shape a stronger draft before writing begins. A little direction at the right step saves editing time later and keeps your content aligned to your goals.
Why add guidance
Adding guidance up front helps you:
- Stay focused: Keep the draft centered on the audience, topic, and outcome you care about.
- Reduce rewrites: Clarify expectations early so you spend less time reworking a first draft.
- Improve consistency: Make sure tone, priorities, and key points are aligned across your content.
- Avoid misses: Flag must-include details before drafting, so important context is not skipped.
Where to add guidance before drafting
You can add guidance in two places:
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Strategy Map stage: Add Guidance to a Topic before generating outlines. At the last level of your Strategy Map, before you Generate Outlines, click the + Icon to the left of Generate Content Outlines to add guidance before outlines are created.

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Outline stage: Add Guidance to an outline before drafting the content. In the Review Outlines column of your Drafting page, click the + Icon to the left of Generate Draft.

Using both stages gives you control at both the strategy level and the section level.
What kind of guidance to add
The best guidance is specific, practical, and tied to your goal. Include details like:
- Audience context: who this piece is for and what they need to understand or do.
- Primary objective: the one main takeaway or action you want readers to leave with.
- Must-cover points: required topics, examples, or constraints that should appear in the draft.
- Structure preferences: sections to include, order of ideas, and where to keep things short.
- Tone and framing: how you want the piece to sound (for example, educational, direct, or strategic).
Aim for concise guidance with clear priorities. A short, specific list usually works better than broad instructions. Use plain language - write guidance the way you would brief a teammate.
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