You're signed up, you've seen your workspace, and now it's time to create something. Here's how to go from an empty Projects page to your first email, SMS, or Voicemail script draft.
Step 1: Create a project
From your Projects page, click Create Project. Embellish will create a new project and drop you right into it — no forms to fill out first. Your project starts with the name "Untitled Project" and a status of "Planning."
Give it a name and context
Once you're inside your project:
Rename it — Click the project name and type something meaningful, like "March Newsletter" or "Course Launch Sequence." It saves automatically.
Add a description — A brief one-liner about what this project is for. This is just for your reference.
Set the status — Choose from Planning, Active, In Review, Completed, On Hold, or Archived. This helps you track where things stand, especially when you have multiple projects going.
Step 2: Write a project brief
The project brief is one of the most powerful features in Embellish. It's a rich text area where you outline:
What this campaign or email is about
Who it's for (beyond your general audience)
Key messages, offers, or calls to action
Any specific tone or angle you want to take
Why it matters: When you use the AI copilot later, it reads your project brief along with your Brand Profile to generate content that's specific to this campaign — not just generic email copy.
Tip: Even a few bullet points make a big difference. You don't need to write a formal document. Just capture the intent so your future self (and the AI) know what you're going for.
Step 3: Create your first piece of content
Inside your project, create a new content piece. You'll choose a content type:
Email — The most common choice. Includes fields for subject line and preheader.
SMS — For short text messages.
Voicemail Script — A script to guide a recorded voicemail, aligned with your campaign.
Writing in the editor
The Embellish editor is built for writing — clean, focused, and distraction-free. You can:
Format text with bold, italic, underline, and strikethrough
Add headings, lists, quotes, and links
Use the AI copilot to generate drafts, rewrite sections, or brainstorm subject lines
Leave inline comments for yourself or your team
Track versions as your content evolves (coming soon)
For emails specifically, you'll also see fields for:
Subject line — What your reader sees in their inbox
Preheader — The preview text that appears next to or below the subject line
Content status
Each content piece has its own status workflow:
Plan — You're outlining what this piece will be
Write — You're actively drafting
Review — The draft is ready for feedback
Revise — Incorporating feedback and refining
Ready — Final version, ready to move to your email platform
Sent — It's out in the world
Update the status as you go to keep your workflow organized.
Step 4: Export and send
When your content is ready, export it as clean HTML and paste it into your email platform — Kit, HighLevel, ActiveCampaign, Mailchimp, or whatever you use. Embellish produces formatting that survives the copy-paste without breaking.
You've got the basics
That's the core workflow: create a project, write a brief, create content, write and refine, export.
Everything else in Embellish — the Brand Profile, the AI copilot, collaboration features — builds on top of this foundation to make each step faster and more aligned with your voice.
If you haven't set up your Brand Profile yet, that's a great next step. It's what transforms the AI from a generic writing tool into one that actually knows your brand.