---
title: Plan
slug: summit-guide/plan
docTags: 
createdAt: 2025-03-05T16:25:52.870Z
---

# Experience Overview

You’re the marketing manager tasked with creating the Coca-Cola Real Magic campaign project plan. Using Workfront, upload a PDF document to generate branded Workfront campaigns and projects, along with a list of Adobe Experience Platform audiences to target.  See how quickly and easily you get from presentation to project plan. 

::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/66mfZJgfPqqgeCgBiYZd9_planpillar.png" size="10" width="500" height="500" position="center" caption="Mobile Experience Plan Demo Flow" showCaption="true"}

# The Booth Experience

## Step 1: Open the AI Assistant

Get ready to elevate your campaign planning! On the Campaign List page, kick things off by selecting the AI Assistant icon in the top right corner of the screen—it’s your gateway to smarter, streamlined workflows in Workfront Planning.

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/_peTnBmWHfkMhvFWGBGE__access-ai-assistant.png "Workfront Planning Campaign List ")

## Step 2: Upload the 'Campaign Brief' document

Click the attachment icon:

::Image[]{src="https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/FjeejFIeCzJBjbkdY1hvF_attachment-icon.png" size="28" width="804" height="274" position="center" showCaption="false"}

- Select the 'Real Magic 2025 Campaign Brief.pdf' document
- Right Click and select 'Quick Look'

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/OqHQxS1qqM8Aqtu8oqCM4_quick-look-upload.png)

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/cW7_xknHSh0tuptWQd5fc_quick-look-output.png "Quick Look Preview")

**Close preview**

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/ajj6v67ytRrfP-HQyT363_close-preview.png)

- Click 'Open'

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/duBneEcFDWapQajekCa3F_select-pdf-document.png)

## Step 3: Create a campaign record with AI

Select 'Create a record in Workfront Planning'

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/KXLnIC_5yuDrrJ89dvcyX_create-campaign-record.png)

## Step 4: Create Filter for Campaigns View

Click 'Filters'

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/hM_XDYOzH9-fL9FjLFD0N_create-filter-1.png)

- Select 'Demo Campaign' is 'True'
- Select 'Created By' is 'Summit25 B2C Workstation##' 

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/hTw5Zqrn6K4c6CMMpYaDf_create-filter-values.png)

## Step 5: Access 'Real Magic 2025' campaign Details

Click 'Real Magic 2025' campaign name

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/ShK1c6-HYLD7cA4_kwpqs_click-campaign-name.png)

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/t2rovIej-QO41JIKP18-d_campaign-properties-screen.png)

## Step 6: Initiate Project Creation

- Click on the 'Next Steps' option
- Select 'Create Projects'

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/x2qd63E7jxsTzzMeGP5vy_create-projects-1.png)

Review Projects

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/_toZmSXDZNun31yOSEtNA_review-projects.png)

## Step 7: Explore & Experience Workfront Planning

/video

## Step 8: Exit Planning Pillar

![](https://api.archbee.com/api/optimize/1Jp0iolWv35Z_mkI7oUiT/AzzcpT4Ju3z7GYIiVnAE9_exit-planning-pillar.png)