Canva creator

Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot.

How to use it

Claude Code
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Claude Code — installs the whole folder, not just SKILL.md
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For one project only, change the path to .claude/skills/canva-creator.

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Not working?
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Step-by-step guide with screenshots · Ask in the forum

Paste into Claude, ChatGPT or Cursor.

Source of Canva creator

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namedescriptionallowed-tools
canva-creator> Takes an approved content brief and executes a campaign end-to-end: builds the posting calendar, generates Canva designs for social posts, drafts caption and email copy, and stages social sends in HubSpot. Canva is used for social posts only (Instagram, Facebook, X, LinkedIn) — email content is drafted as plain text and surfaced inline for the owner to send from their own tool. Every step requires explicit owner approval. This is the one-shot campaign executor: a finished brief goes in, a complete campaign comes out. Use when the owner hands off an approved brief or points at one — "run this brief," "execute the campaign," "turn this brief into posts, build the campaign from the plan we approved." For day-to-day posting with no brief — "I need to post more," "what should we post" — use social-content-engine instead; it owns the standing calendar.Read, WebFetch

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. Email graphics are out of scope for this skill 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:

  1. 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?"

  2. Canva tier. Pro/Teams require manual template selection from the user's library (no autofill API). Enterprise can autofill from brand templates.

  3. HubSpot tier. Social staging requires Marketing Hub Professional. Starter or Free → skip Stage 5 and export a CSV instead (see reference/hubspot-staging.md).

  4. Brand assets. If a storefront is connected (Shopify or Square — peers, ../../shared/connector-neutrality.md), read the product list first: titles, image URLs, and prices for every product the brief names. Read only — nothing is uploaded to Canva until Stage 2 step 5, and then only the images the approved calendar's slots need. That list is the starting photo inventory; ask only about products the store has no image for. The pull rules — which fields, the price-claim rule — are in ../social-content-engine/reference/shopify-assets.md (written for Shopify; Square's catalog images follow the same steps from the tool inventory). With no storefront, confirm the path to product photos on disk or that the brand kit is live in Canva.

  5. 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.

  1. 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.
  2. Inventory available assets. Text content from the brief (product names, offer copy, taglines, pricing), product image URLs read from the connected storefront at pre-flight (uploaded in step 5, only for the slots the gap table needs, and recorded by asset.id then), product photos already uploaded to Canva (GET /v1/assets) or on the owner's disk, brand kit colors and fonts (Enterprise). A price in a caption comes from the storefront's returned value or the brief, never from memory.

  3. 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
  4. 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.

  5. 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.

  6. 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
  1. 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.
  2. 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.
  3. 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.

  4. 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.

  5. 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.

  6. 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
    
  7. 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.

  8. 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.

  1. Create the campaign. POST /marketing/v3/campaigns with the campaign name and start/end dates from the calendar.

  2. 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)
  3. Confirm the queue. Call GET /marketing/v3/social/posts?status=SCHEDULED, surface the list, provide a direct link to the HubSpot campaign view.

  4. 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 or M365).

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?

Alongside that summary — never replacing it — render the campaign as an HTML artifact per the house style (../../shared/artifact-style.md): the posting calendar as a table, a per-channel status pill on each row (scheduled / drafted / handoff), and a staged-post panel per row with the approved caption or email copy and its export PNG link.

Closing offer. One line on what the campaign now contains, then the single most relevant next step with its trigger phrase — usually "is my marketing working?" (growth-pulse) once posts start going out. Up to two others: "make the content" (social-content-engine) for the standing calendar, or "my ads" (ad-manager). Max three; never re-offer something the owner declined this session.


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

Using a tool that isn't listed

The connectors named in this skill are the tested paths, not a wall. If the owner wants this flow to use a tool that isn't connected or listed, offer build-connector — it checks the connector directory first and connects through Zapier otherwise, never hand-building against a raw API. Once the connection exists, the tool joins this skill like any other optional connector, under the same approval gates.

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. This is the
10 one-shot campaign executor: a finished brief goes in, a complete campaign
11 comes out. Use when the owner hands off an approved brief or points at one
12 — "run this brief," "execute the campaign," "turn this brief into posts,"
13 "build the campaign from the plan we approved." For day-to-day posting with
14 no brief — "I need to post more," "what should we post" — use
15 social-content-engine instead; it owns the standing calendar.
16allowed-tools: Read, WebFetch
17---
18 
19# Canva Creator
20 
21## Scope
22 
23This skill handles a campaign in five sequential stages, each gated by owner
24approval:
25 
26```
27brief → calendar → asset inventory → Canva designs → copy → HubSpot staging
28```
29 
30| Path | Channels | What this skill produces |
31|------|----------|--------------------------|
32| Canva (social) | Instagram, Facebook, X/Twitter, LinkedIn | Canva design + caption + scheduled HubSpot post |
33| Text-only | Email (newsletter, marketing, drip) | Subject + preheader + body, surfaced inline for the owner to send |
34 
35**Canva is not used for email rows under any circumstance** — no templates,
36no autofill, no design copies, no asset uploads, no exports. Email
37graphics are out of scope for this skill because email-template
38autofill produces placeholder graphics when image slots exceed available
39photos, and variation thumbnails fail to render in chat previews. If the
40owner asks for a Canva email design, see `reference/gotchas.md` for the
41redirect language.
42 
43---
44 
45## Pre-flight
46 
47Before Stage 1, confirm:
48 
491. **Brief.** The user has referenced or pasted an approved brief. If not:
50 "I'll need the content brief before I can build the campaign. Do you
51 have one from the content-strategy skill, or would you like to write
52 one now?"
53 
542. **Canva tier.** Pro/Teams require manual template selection from the
55 user's library (no autofill API). Enterprise can autofill from brand
56 templates.
57 
583. **HubSpot tier.** Social staging requires Marketing Hub Professional.
59 Starter or Free → skip Stage 5 and export a CSV instead
60 (see [reference/hubspot-staging.md](reference/hubspot-staging.md)).
61 
624. **Brand assets.** If a storefront is connected (Shopify or Square —
63 peers, `../../shared/connector-neutrality.md`), read the product list
64 first: titles, image URLs, and prices for every product the brief names.
65 Read only — nothing is uploaded to Canva until Stage 2 step 5, and then
66 only the images the approved calendar's slots need. That list is the
67 starting photo inventory; ask only about products the store has no
68 image for. The pull rules — which fields, the price-claim rule — are in
69 [../social-content-engine/reference/shopify-assets.md](../social-content-engine/reference/shopify-assets.md)
70 (written for Shopify; Square's catalog images follow the same steps
71 from the tool inventory). With no storefront,
72 confirm the path to product photos on disk or that the brand kit is
73 live in Canva.
74 
755. **Generation budget.** Estimate the campaign's Canva volume and surface
76 it before Stage 1 begins. Default is 3 candidates per Canva-bound row;
77 each design costs ~5 API calls (autofill + export + polling).
78 
79 ```
80 Generation budget for this campaign:
81 Canva (social) rows: 8
82 Candidates per row: 3 (default — say "single candidate" to use 1)
83 Total designs: 24
84 API calls (approx): ~120 (autofill + export + polling)
85 
86 Canva limit: 100 requests/minute. This will take ~2-3 minutes of
87 generation, well within your tier limits. Proceed?
88 ```
89 
90 If the projected total designs exceeds 30, recommend single-candidate
91 mode upfront — large campaigns run out of headroom fast. The owner can
92 override the default to 1, 2, or 3 candidates per row before Stage 1
93 starts. Lock the chosen value for the entire session.
94 
95---
96 
97## Workflow
98 
99### Stage 1 — Posting calendar
100 
101Pull from the brief: content themes, channels, cadence, hard dates
102(launches, sales, holidays).
103 
104Build a calendar table with a `Path` column that routes every row to either
105Canva or text-only drafting:
106 
107| Date | Channel | Path | Theme | Asset type | Caption/Subject angle |
108|------|---------|------|-------|------------|-----------------------|
109| Jun 2 | Instagram feed | Canva (social) | Linen launch | Square post | "finally, a dress…" |
110| Jun 5 | Email | Text-only | Linen launch | Email body | "Linen that actually breathes" |
111 
112Tag every email-channel row as `Text-only` before presenting. Cap at 30
113days unless the brief specifies otherwise. Flag scheduling conflicts (two
114posts same day for the same product) up front.
115 
116**Checkpoint 1.** Present the calendar. Ask: "Does this match the plan?
117Any dates to shift, channels to add, or themes to swap?" Iterate until
118approved, then restate the split out loud — "N rows go through Canva, M
119rows go through text-only drafting" — before moving on. Catching a
120miscategorization here is free; catching it after generating designs
121isn't.
122 
123---
124 
125### Stage 2 — Asset inventory (Canva rows only)
126 
127Email rows skip this stage entirely. For each `Canva (social)` row, build
128a manifest of what the template needs and what's already available.
129 
1301. **Enumerate every image slot by name.** Square Instagram posts usually
131 have 1-2 image slots; carousels and product grids can have 5+. List
132 them individually (`Header_Image`, `Product1_Image`, `Product2_Image`,
133 …) — never roll them up as "product images."
134 - Enterprise: read field names from `dataset[].label` on the brand
135 template (`GET /v1/brand-templates/{id}`).
136 - Pro/Teams: count every distinct image rectangle in the template.
137 
1382. **Inventory available assets.** Text content from the brief (product
139 names, offer copy, taglines, pricing), product image URLs read from the
140 connected storefront at pre-flight (uploaded in step 5, only for the
141 slots the gap table needs, and recorded by `asset.id` then), product
142 photos already uploaded to Canva (`GET /v1/assets`) or on the owner's
143 disk, brand kit colors and fonts (Enterprise). A price in a caption
144 comes from the storefront's returned value or the brief, never from
145 memory.
146 
1473. **Build the slot-by-slot gap table.** One row per slot per design — not
148 per design.
149 
150 | Date | Slot name | Slot kind | Available asset | Status |
151 |------|-----------|-----------|-----------------|--------|
152 | Jun 2 | Hero_Image | image | bloom_summer.jpg → asset_id pending | upload |
153 | Jun 2 | Headline | text | "Summer linen, finally" | ready |
154 | Jun 9 | Product1_Image | image | — | **MISSING** |
155 
1564. **Resolve slot/asset mismatches with the owner.** If the template has
157 more image slots than the brief provides photos, pause and ask:
158 
159 ```
160 The "Summer Carousel" template has 5 image slots. The brief gave me 1
161 photo (bloom_summer.jpg). How should I fill the other 4?
162 
163 1. Reuse the same photo across all 5 slots
164 2. You send me 4 more photos (file paths)
165 3. Pick a simpler template with fewer slots
166 ```
167 
168 No generation calls until the owner picks. Generating with empty slots
169 produces designs full of Canva's default landscape placeholders.
170 
1715. **Upload missing photos and capture verified asset IDs.** Upload via
172 `POST /v1/asset-uploads`, then poll `GET /v1/asset-uploads/{job_id}`
173 until `status == "success"`. Record `asset.id` from the response — this
174 is the only value that works in an autofill image field. Passing an
175 empty string, a URL, a file path, or a stale ID silently renders
176 Canva's stock landscape graphic instead of the photo.
177 
1786. **Confirm the manifest.** Show the owner the completed slot-by-slot
179 table with every slot resolved and every image `asset.id` confirmed.
180 This is the last stop before Canva API calls.
181 
182---
183 
184### Stage 3 — Canva design generation
185 
186Before any Canva API call, re-read the calendar and drop any row whose
187`Path` is not `Canva (social)`. Email rows do not pass through this
188stage.
189 
190Generate designs **one calendar row at a time**, with 3 candidates per row
191(or the value chosen at pre-flight). Each row follows the same loop:
192generate candidates → verify → export → visually check → retry failures
193→ present → wait for owner pick → next row. Pause 30 seconds between
194rows. This caps the burst at 3 generations + 3 exports per ~30s — well
195under Canva's 100 req/min rate limit. Do not parallelize multiple rows;
196one row at a time is the protection that keeps the owner from hitting
197quota mid-campaign.
198 
199**Polling cadence.** Poll job status every 3-5 seconds, not faster.
200Tighter intervals burn quota without speeding up completion.
201 
202**Preview URLs — only one type is safe to embed.** Autofill responses
203return `design.canva.ai` thumbnails that expire within minutes; embedding
204them as markdown images produces broken "Show Image" placeholders.
205Permanent export URLs (`export-download.canva.com` or the `export-design`
206MCP tool) do not expire. Native Cowork carousels render the autofill
207result directly using the connector's authenticated session — let them
208render on their own, don't re-embed.
209 
210#### Row loop
211 
2121. **Resolve template.** (Once per session — same template across rows
213 unless the calendar mixes asset types.)
214 - Enterprise: `GET /v1/brand-templates` filtered by asset type.
215 - Pro/Teams: `GET /v1/designs?ownership=any&query={template name}`,
216 surface top 3 to the owner, confirm one before generating.
217 
2182. **Generate the row's candidates in parallel.** Fire the row's 3
219 candidates simultaneously (or N from pre-flight).
220 - Enterprise: `POST /v1/autofills` per candidate with the template ID
221 and field values. Poll all jobs concurrently.
222 - Pro/Teams: `POST /v1/designs` to create copies. Describe the text and
223 image edits the owner applies in Canva; collect design IDs back.
224 
2253. **Verify job status.** For each candidate, confirm
226 `GET /autofills/{job_id}` returned `status == "success"` and
227 `result.design.id` is present. Handle errors per-design:
228 - `JOB_FAILED` → read `job.error.message`, fix the field values or
229 asset IDs, retry once.
230 - `RATE_LIMIT_EXCEEDED` (first hit this session) → wait 60s, retry
231 that one candidate once. This handles transient spikes.
232 - `RATE_LIMIT_EXCEEDED` (second hit this session) **or** any
233 `quota_exceeded` / daily-cap error → stop generation immediately.
234 Do not retry. Surface progress and ask:
235 
236 ```
237 Canva is rate-limiting the campaign. Status so far:
238 ✓ Generated: Posts 1-4 (12 designs)
239 ⏸ Remaining: Posts 5-8 (12 designs not yet generated)
240 
241 How should I proceed?
242 1. Switch to 1 candidate per remaining row (4 designs total) — finishes now
243 2. Pause campaign — resume in 60 minutes when quota refills
244 3. Stop generation — work with what we have, move to captions
245 ```
246 
247 Wait for the owner's choice. Do not loop on retry.
248 
2494. **Export each successful candidate to a permanent PNG.** Fire the
250 row's exports in parallel.
251 - REST: `POST /v1/exports` with `format.type: "png"`, poll
252 `GET /v1/exports/{job_id}` until success, capture `urls[0]`.
253 - Canva MCP: `export-design` with the design ID.
254 
255 These permanent URLs are what get embedded in previews and attached to
256 the HubSpot post later. The autofill response thumbnail is never used
257 downstream.
258 
2595. **Visually verify each export.** Look at the image and reject any of
260 these — they all indicate an unfilled slot or wrong asset:
261 - Generic landscape with clouds and green hills (Canva's default
262 placeholder)
263 - Solid gray rectangles where a photo should be
264 - Lorem-ipsum or template-default text
265 - Subject that doesn't match the brief (wrong product, wrong brand)
266 
267 If a candidate fails verification: re-check the manifest for the
268 affected slot, fix the `asset.id`, regenerate that single candidate,
269 re-export, re-verify.
270 
2716. **Retry per-candidate on partial failure.** If 1 of N candidates in
272 the row failed at Step 3 or 5, regenerate just that one — don't redo
273 the whole row and don't present a partial broken carousel. If the
274 second attempt also fails:
275 
276 ```
277 The third candidate for the Jun 9 post keeps failing — Canva returned
278 [error / rendered placeholder]. How should I proceed?
279 
280 1. Skip it — present the other 2 and move on
281 2. Swap to a simpler template for just this candidate
282 3. Try once more with a different photo
283 ```
284 
2857. **Present the row's candidates.** Let the native Cowork carousel
286 render the autofill tool result. Below it, add a text prompt:
287 
288 ```
289 Jun 9 candidates are ready — scroll through the carousel above.
290 Which one should I use for the Jun 9 post?
291 ```
292 
293 If the carousel doesn't render or one position is broken, embed the
294 permanent export PNG URLs from Step 4 instead. Final fallback: link to
295 the design's Canva edit URL (`https://www.canva.com/d/{design_id}`).
296 Never re-embed `design.canva.ai` URLs.
297 
2988. **Pause 30 seconds, then move to the next row.**
299 
300**Checkpoint 2.** Satisfied once the owner has picked one design per
301calendar row. If they want a regenerate, regenerate only that one
302candidate.
303 
304---
305 
306### Stage 4 — Copy drafting
307 
308For each calendar row, draft the copy. Social rows get a caption; email
309rows get a full email.
310 
311**Social captions** — Instagram, Facebook, X, LinkedIn:
312 
313- Length: channel-appropriate (Instagram ≤ 2,200 chars; Facebook ≤ 500
314 recommended; X ≤ 280).
315- Structure: hook → one product benefit → CTA → 3-5 hashtags (not 30).
316- Voice: match the brief's tone markers. If the brief says "casual and
317 friendly," don't write corporate copy.
318- No filler. No "Exciting news!" or "We're thrilled to announce." Open
319 with the value.
320 
321**Email content** — Claude writes the entire email; no Canva:
322 
323- Subject: ≤ 50 chars, specific, no clickbait. "Spring projects are
324 booking up" beats "Don't miss out!"
325- Preheader: ≤ 90 chars, complements the subject without repeating it.
326- Body: plain prose, 100-250 words. Opening line that earns the read →
327 1-2 paragraphs of substance → single clear CTA → sign-off.
328- Voice: same tone markers as social. Owners want their emails to sound
329 like them, not like a templated newsletter.
330- No image references. Don't write "see image above." If the owner wants
331 visuals, they add them in their email tool.
332- One CTA per email. Pick the most important action and lead with it.
333 
334Present captions inline below each social row. Present full emails
335inline below each email row:
336 
337```
338Subject: <subject line>
339Preheader: <preheader text>
340 
341<body text>
342```
343 
344For worked examples, see
345[reference/examples/boutique-brief-campaign.md](reference/examples/boutique-brief-campaign.md).
346 
347**Checkpoint 3.** "Any captions or emails to rewrite? Flag the date and
348what to change." Iterate until approved.
349 
350---
351 
352### Stage 5 — HubSpot staging + email handoff
353 
354Stage social posts in HubSpot. Email content is not staged — it's
355surfaced inline for the owner to copy into their email tool. For API
356field reference, see
357[reference/hubspot-staging.md](reference/hubspot-staging.md).
358 
3591. **Create the campaign.** `POST /marketing/v3/campaigns` with the
360 campaign name and start/end dates from the calendar.
361 
3622. **Stage each social post.** `POST` to the HubSpot Social API per
363 `Canva (social)` row:
364 - `channel`: map calendar channel to HubSpot account ID
365 - `scheduledAt`: ISO 8601 datetime — confirm it's in the future before
366 calling
367 - `content.body`: approved caption
368 - `attachments`: permanent Canva export PNG URL from Stage 3
369 - `status`: `SCHEDULED` (never `PUBLISHED`)
370 
3713. **Confirm the queue.** Call
372 `GET /marketing/v3/social/posts?status=SCHEDULED`, surface the list,
373 provide a direct link to the HubSpot campaign view.
374 
3754. **Surface email content for handoff.** For each email row, present the
376 approved subject + preheader + body inline, grouped by send date. The
377 owner copies these into their email tool (HubSpot Marketing Email,
378 Mailchimp, Gmail or M365).
379 
380**Final checkpoint.**
381 
382```
383Your social posts are scheduled in HubSpot: [link]
384They'll go out as scheduled — you can cancel or edit any post in HubSpot.
385 
386Email content is drafted below — copy each into your email tool when
387you're ready to send:
388 
389 Jun 5 — "Spring projects are booking up"
390 Jul 15 — "Summer maintenance windows are filling"
391 
392Anything to change before we're done?
393```
394 
395Alongside that summary — never replacing it — render the campaign as an
396HTML artifact per the house style (`../../shared/artifact-style.md`): the
397posting calendar as a table, a per-channel status pill on each row
398(scheduled / drafted / handoff), and a staged-post panel per row with the
399approved caption or email copy and its export PNG link.
400 
401**Closing offer.** One line on what the campaign now contains, then the
402single most relevant next step with its trigger phrase — usually "is my
403marketing working?" (`growth-pulse`) once posts start going out. Up to
404two others: "make the content" (`social-content-engine`) for the standing
405calendar, or "my ads" (`ad-manager`). Max three; never re-offer something
406the owner declined this session.
407 
408---
409 
410## Approval gates
411 
412- **No Canva calls for email rows.** Re-check the `Path` column before
413 every API call.
414- **No publishing.** Every HubSpot post is staged as `SCHEDULED`; the
415 owner controls go-live.
416- **Always surface the generation budget at pre-flight.** Owner sees the
417 total design count and approves before Stage 1 begins.
418- **One row at a time in Stage 3.** Candidates within a row fire in
419 parallel, but rows are sequential with a 30s gap — this is the quota
420 protection.
421- **On the second quota error, pause and ask.** Never loop on retry.
422- **Always export to a permanent PNG before presenting.** Job success
423 doesn't mean the design rendered correctly.
424- **Never embed `design.canva.ai` URLs in messages.** They expire.
425- **Never regenerate the whole row when one candidate fails.**
426 Per-candidate retry only.
427- **Never auto-select a template for Pro/Teams users.** Always confirm.
428- **Never skip slot-by-slot inventory.** Multi-slot templates render
429 placeholder landscapes when any slot is empty.
430- **Never skip Checkpoint 1.** Generating before the calendar is approved
431 is the largest source of wasted work in this skill.
432 
433---
434 
435## Reference
436 
437- [reference/canva-api.md](reference/canva-api.md) — Canva Connect API
438 endpoints, asset upload, export formats, MCP equivalents
439- [reference/hubspot-staging.md](reference/hubspot-staging.md) — HubSpot
440 Social API and CSV fallback for non-Pro tiers
441- [reference/gotchas.md](reference/gotchas.md) — Good / Bad patterns for
442 common failure modes
443- [reference/examples/boutique-brief-campaign.md](reference/examples/boutique-brief-campaign.md)
444 — full worked examples (single-slot social, multi-slot template)
445 
446## Using a tool that isn't listed
447 
448The connectors named in this skill are the tested paths, not a wall. If the owner wants this flow to use a tool that isn't connected or listed, offer `build-connector` — it checks the connector directory first and connects through Zapier otherwise, never hand-building against a raw API. Once the connection exists, the tool joins this skill like any other optional connector, under the same approval gates.
449 

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