Linking Collateral to Catalog Items
Attach documents, photos, and videos to individual catalog items for richer AI context.
What this does
Collateral Upload gives your AI Manager general knowledge. Linking collateral to specific catalog items gives your AI Manager targeted depth. It knows which documents, photos, or videos relate to which products or services.
When to use this
- Link supplier stories to restaurant menu items
- Link certifications/spec sheets to service offerings
- Link impact reports to nonprofit campaign items
- Link client testimonials to transformation case studies
- Link neighborhood guides to real estate listings
How to link collateral
Create or edit a catalog item
Open an existing catalog item or create a new one.
Scroll to "Connected Collateral"
Find the Connected Collateral section in the item editor.
Click "Link Collateral"
After you click Link Collateral, select the files you have already uploaded and click Add Selected. To use a new file, upload it to your Collateral library first.
Click "+ Add Item" or "Update Item"
After you save, the AI Manager may draw on the linked files when it writes about this item. It uses a couple at a time and rotates through them on later posts.
Example 1: Restaurant linking supplier story
Catalog Item: Burrata & Heirloom Tomatoes
Connected Collateral: PDF: “Our Farm Partners – Heritage Tomato Growers” • Photo: Chef at the farm
Trattoria Roma
Burrata and heirloom tomatoes dish
Trattoria RomaThe burrata comes with heirloom tomatoes. The tomatoes come from our farm partners, Heritage Tomato Growers.
Example 2: Consultant linking framework doc
Catalog Item: Strategic Planning Workshop
Connected Collateral: PDF: “Strategic Planning Framework Overview” • PDF: Client testimonial
Example 3: Nonprofit linking impact report
Catalog Item: After-School Literacy Program
Connected Collateral: PDF: “2024 Program Impact Report” • Video: Student reading testimonial
How to find the right collateral
When linking collateral to a catalog item, use the search field in the collateral picker to filter by filename. You can also filter by type (files or URLs) to narrow down your options.
Pro Tips
- •Start with your top 5–10 catalog items, and link the most important collateral.
- •Don’t over-link. One to three files per item is plenty.
- •Update linked collateral seasonally (swap old impact reports for new ones).
Next steps
- Vertical Playbooks : collateral ideas for your industry