Skip to guides
ShowworkHelp centreGo to workspaces

The Marketing Workspace handbook

Less figuring it out.
More making it happen.

From your first idea to a published post. Clear, practical guides for every part of your workspace.

52 practical guides

One workspace.
A clear next step.

Content · Customers · Collaboration
52 guides

Keep knowledge accurate and remove outdated sources

Maintain one reliable source library as your business changes.

Before you begin

Manage business knowledge permission.

Here’s how to do it

  1. Open Knowledge and review Documents & websites, including source names and dates.

  2. Upload updated documents or add the correct public website when offers, policies or prices change.

  3. Use the remove control on a source you no longer want used and confirm removal.

  4. Use Refresh overview from sources when you need to rebuild the overview from the current library.

  5. Review the updated overview and source/index status before requesting new content or relying on AI replies.

What happens next

Future AI work draws on the maintained workspace sources.

Good to know

Changing knowledge does not automatically rewrite existing posts, previously generated drafts or messages already sent.

Based on the Marketing Workspace interface reviewed 27 October 2026. Options can vary by role, plan and channel access.