workflow · how to

Generate plan suggestions

Follow the generate plan suggestions workflow in Slack.

Goal

Generate a week or day plan with AI-assisted ideas, existing library topics, or placeholder slots, then review and apply the suggestions to your brand calendar.

When to use this

Use plan generation when you are building coverage for an upcoming week or day and want structured suggestions before you commit slots. Choose a new plan when starting fresh, top-up when an existing plan needs more slots, or auto-plan when you want Slash Social to propose a full set from your cadence.

Run generation after brand basics are in place. Apply only when the preview shows items you are ready to schedule.

Before you begin

Confirm you can open the Plan work center. Interactive planning is included on Free, Starter, Team, and Scale plans.

The active brand needs:

  • Saved cadence settings
  • At least one connected social profile
  • At least one content pillar

AI-assisted generation follows your organization AI generation limits. Multi-slot planning features such as applying many slots at once require Starter, Team, or Scale; interactive planning alone is available on Free.

Resolve any prerequisite warnings for brand, cadence, accounts, or pillars before you continue past the first modal step.

Steps

Start a plan

  1. Open Slash Social App Home and switch to the Plan work center.
  2. Or type /social, search for plan week or plan day, and open the plan generation modal.

The modal opens with defaults for the scope you chose. Week scope follows your brand week-start day.

Choose planning mode and period

  1. Select a planning mode: new plan, top-up an existing plan, or auto-plan.
  2. Select the date period you want to cover.
  3. Fix any prerequisite warnings before you move to the supply step.

Campaign-focused modes may require additional selections before you can continue.

Build suggestions

On the supply step, choose how slots should be filled:

  • Generate with AI: Slash Social creates new ideas for the period.
  • Existing ideas only: Pull from ideas already in your library.
  • Placeholder slots: Reserve slots without full copy so you can fill them later.

Review the preview modal. Confirm ideas, target platforms, and slot placement match what you expect.

Review apply check and confirm

  1. Open the apply confirmation step. Slash Social runs a precheck on the plan.
  2. If no items are ready to apply, the flow blocks apply and explains what is missing.
  3. When items are ready, confirm apply. Slash Social schedules the items and refreshes App Home.

Success criteria

You have finished when:

  • The preview showed ideas and slots for the period you selected.
  • Apply completed without errors.
  • Applied items appear in Plan calendar or queue views for that period.
  • App Home shows a success state after apply.

Scheduled items should appear in planned, scheduled, or queued states. Slots that cannot be applied may remain blocked until you adjust the plan or prerequisites.

Troubleshooting

Plan generation modal does not open

Confirm you selected an active brand in App Home. Without a brand context, Slash Social returns guidance instead of opening the modal. Select a brand and try again from Plan or /social.

Prerequisite warnings block the flow

Connect at least one social profile, save cadence in Settings, and create at least one pillar. Open Configure cadence if cadence is missing.

AI generation is blocked

Slash Social checks organization usage limits and billing status before AI generation. Past-due billing can block generation until payment is restored. Resolve billing in your organization settings or choose Existing ideas only or Placeholder slots if AI is unavailable.

Apply is blocked with no ready items

The precheck found zero items ready to schedule. Return to the preview, adjust supply options or ideas, and rerun the preview before apply.

Applied items do not appear in Plan

Refresh App Home and reopen the Plan work center for the same brand. Confirm you applied to the correct period. Week boundaries follow your brand week-start day.

Posts fail after scheduling

Scheduling is separate from publishing. See Publishing failed if items reach the queue but fail at publish time.