> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.simplified.com/mcp/organize-and-automate/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.simplified.com/_mcp/server.

# Organize and automate

A campaign can involve several kinds of work: the content itself, the team's plan to produce it, and repeatable processes that help create or maintain it. Simplified exposes these as separate capabilities.

| Capability                              | What it manages                                           | Example                                                    |
| --------------------------------------- | --------------------------------------------------------- | ---------------------------------------------------------- |
| [Creative projects](/mcp/projects)      | Projects and the deliverables stored as project items     | A launch project containing copy, images, and videos       |
| [PM boards](/mcp/pm-boards)             | Columns, tasks, subtasks, owners, dates, and dependencies | A launch board showing what is blocked or ready for review |
| [Workflows](/mcp/workflows)             | Reusable sequences of actions and their executions        | Turn a product brief into a set of draft deliverables      |
| [Agents](/mcp/agents)                   | Reusable AI instructions, models, tools, and triggers     | A research agent with a defined output and selected tools  |
| [Knowledge bases](/mcp/knowledge-bases) | Indexed sources that can be searched for evidence         | Approved product documentation for research                |

## Example: organize a product launch

1. Create or select a **creative project** for the actual outputs.
2. Create or select a **PM board** for the tasks needed to produce and review them.
3. Add tasks with owners and deadlines. Put the copy review task before the publishing task using a dependency.
4. Use an available **workflow** to run a repeatable production sequence, or an **agent** for work guided by reusable instructions.
5. Save finished assets in project items and reference their returned links in the related task descriptions.
6. Read the saved items and task states to verify both the content and the plan.

Creating a project does not automatically create a PM board. Saving a deliverable does not automatically complete its task. Establish and verify those relationships explicitly; these guides do not assume automatic synchronization.

## Check availability

Creative project and PM tools are present in the core connected catalog. Workflows, agent administration, and knowledge bases require a connection exposing those families. Use [tool discovery](/mcp/profiles-and-tool-inventory) before planning an automation.

The published CLI 1.8.0 supports creative project/item commands and assignment of an existing agent to an item. It does not expose dedicated PM-board, workflow-management, agent-management, or knowledge-base commands. Running CLI commands from an assistant is different from configuring a Simplified agent or workflow.

> Choose the right product for deliverables, team execution, and automation.