Columnline

analyzing-columnline-sites

Read Sites traffic, inquiries, conversion and revenue evidence through Columnline. Use for performance questions, period comparisons, funnel diagnosis or source coverage checks.

developing-your-plan

Develop a specific Your Plan proposal through a source-grounded the model conversation, then save and review it through the shared Columnline MCP. Use for proposing Work, defining Process/Outcomes/Plan, deciding whether a build is worth its capacity, material plan revisions, client feedback, acceptance preparation, or closeout. Routine field edits and status lookups use the discovered plan tools directly.

maintaining-columnline-knowledge

Route durable facts, decisions, corrections, source files, and wiki changes to the right authorized Columnline knowledge base without duplicating live CRM, Linear, finance, code, or memory truth. the model MUST LOAD this whenever a user says remember this, save this, capture this, add this to the wiki, update or correct the knowledge base, we decided, from now on, this replaces the old rule, preserve this file or voice note, which wiki does this belong in, or wants a founder, teammate, client, research, pattern, or platform wiki to learn something. Also use when a teammate wants to contribute to a shared wiki or when maintaining a wiki purpose manifest. Uses the real authorized Agent Console curator and returns a truthful receipt; never invents a second knowledge store. For designing a new knowledge system, involve its authorized administrator. For read-only context questions, use using-columnline-knowledge.

managing-pursuit-materials

Create, revise and register sales and client materials. Use for one-pagers, company overviews, capabilities PDFs, proposals, research reports, decks, scripts and plans. Read the named reference and preserve its approved layout and page count. Before discovery, describe capabilities without inventing prospect scope. Corrections remain revisions of the same Material.

operating-your-plan

Operate and edit Columnline Your Plan across its Linear-backed project truth and Platform-backed plan content. Use when an operator asks Codex to change a client plan, process map, outcomes, plan copy, owners, milestones, lane order, meetings, proof, acceptance, or lifecycle state; asks what in Linear will appear in Your Plan; or asks to prep, build, update or publish a client meeting agenda ("get the agenda ready", "pull up the meeting stuff", "what we did last week", "weekly check-in").

preparing-columnline-content

Prepare or revise Columnline Content using the tenant’s approved strategy, formats and review process. Use for content ideas, social drafts, articles, review queues or publishing status.

reviewing-columnline-work

Read current Inbox, Work and plan commitments through Columnline, and work through Annotate notes on Platform screens. Use for a daily briefing, what needs attention, waiting approvals, delivery status, open annotations, or resolving and reopening annotation notes.

running-outreach-campaigns

Prepare and review permission-based email campaigns using Columnline and its connected tools, including Instantly.AI. Use for an opted-in audience, a paused campaign, suppression checks, campaign results or requested follow-up. Requires documented recipient permission before audience preparation or sending; does not run unsolicited bulk outreach.

using-columnline

Discover and use the work enabled for the signed-in person through the Columnline connection. Use for Columnline setup, access checks, finding an available action, or working across Your Plan, Knowledge, Pursuits, Outreach, and Materials.

using-columnline-knowledge

Find authorized Knowledge, follow citations, and check changing facts in their live source. Use for business context, prior decisions, call preparation, and source-backed research.

working-columnline-leads

Find shared Leads, evaluate Signals and prepare governed Outreach through Columnline. Use for prospect research, inbound inquiries, pipeline questions, campaign review or reply drafting.

working-with-columnline-agents

Read agent status and collaborate through authorized Columnline actions. Use for agent progress, starting a supported job, reviewing output, human approvals or correcting an agent result.