Manage brand content and resources in Settings

Use this article when…

• You want Playbooks to reflect your current mission, voice, and brand language.
• You see irrelevant or off-topic news in the News tab and want to clean it up.
• You need to add, update, or remove resource URLs used to find stories about your organization.
• You want to upload or manage documents in the News, Stories, or Brand tabs.

Applies to

What you can manage in Content settings

The Content tab has two panels that work together:

• Mission – your brand profile: mission statements, “Why give”, style guide, brand terms, and resource URLs.
• Resources – your research library: news, stories, and brand documents EDNA can quote or summarize.

Steps

1. Open the Content tab in Settings

   1. In the app, go to Settings.
   2. Select your organization profile if prompted.
   3. Click the Content tab.

   What you'll see: You see two panels: Mission at the top and Resources (with News, Stories, and Brand tabs) below.

   Note
   If you do not see the Content tab, your organization may not be on an Insights or Trial plan, or your account may not have Settings access. Contact your Avid admin to confirm.

2. Update your mission and brand voice

   Use the Mission panel to capture your core messaging and voice.

   1. In Mission, review these fields:
      • Brief mission – short one-liner about your work.
      • Full mission – fuller description for context.
      • Why give – donor-facing reason to support you.
      • Style guide – tone and formatting rules, plus words to avoid.
      • Brand terms – comma-separated phrases that uniquely describe your organization.
   2. Edit any field as needed. Text areas expand automatically as you type.
   3. Click Save.

   What you'll see: Your mission and voice fields save to your organization profile, and EDNA refreshes its brand knowledge file for Playbooks.

   Behind the scenes
   When you change mission, “Why give,” style guide, or brand terms, EDNA regenerates a “Brand Information” file so Playbooks always use your latest positioning and voice.

3. Tune Brand terms to control news relevance

   Brand terms drive the external news EDNA finds about your organization.

   1. In the Mission panel, locate Brand terms.
   2. Remove generic words like outreach, meals, shelter, addiction, or recovery.
   3. Replace them with specific phrases that clearly refer to your organization, for example:
      • Your Organization Name
      • Your Organization Name + City
      • Your Flagship Program Name
   4. Keep terms comma-separated and short.
   5. Click Save.

   What you'll see: Future news results focus on stories about your organization, not unrelated organizations with similar keywords.

   LockStep insight
   Broad words like “outreach” or “shelter” match many organizations and create noise. Use your full name, city, and distinctive programs instead. This significantly reduces irrelevant news in the News tab.

4. Add and manage resource URLs

   Resource URLs tell EDNA where to look for stories and owned content about your work.

   1. In the Mission panel, find the Resource URLs list.
   2. To add a URL:
      1. Click the button to add a new URL (for example, Add URL).
      2. Paste a link to your:
         • Blog or stories page.
         • Newsroom or press page.
         • YouTube channel or Facebook page.
      3. Click Save.
   3. To remove a URL:
      1. Click the delete icon next to the URL.
      2. Confirm the deletion when prompted.
      3. If asked, choose whether to also remove related resources from the Stories tab (see step 7).

   What you'll see: Avid validates each URL and uses it to find new stories from your own sites and channels.

   How EDNA uses these URLs
   Weekly jobs search within these sites for new stories, plus recent videos from any YouTube channels you list. EDNA does not follow random outbound links; it focuses on the domains you provide and your public news.

5. Review News, Stories, and Brand resources

   Use the Resources panel to inspect what EDNA already knows about you.

   1. In Resources, choose a tab:
      • News – external news articles about your organization.
      • Stories – narratives and impact stories from your resource URLs and social channels.
      • Brand – brand information files and uploaded brand docs.
   2. Use search, sort, and pagination to find items. You can sort by Name, Source, or Created.
   3. Check the Source column to see where each item came from (for example, your domain, YouTube, Facebook, or an uploaded document).
   4. Click an item:
      • Uploaded documents open the original file or link.
      • Other items open a modal with formatted content, summaries, and key details.

   What you'll see: You can quickly see which news, stories, and brand files EDNA will reference in Playbooks.

   Pro tip
   Use the inline modal editor to fix titles or obvious typos in fetched articles. The first heading becomes the display name in the table.

6. Upload brand, story, or news documents

   Upload your own files when you have content that is not already online.

   1. In the Resources panel, switch to the tab that matches your upload:
      • Brand for style guides, messaging documents, or brand decks.
      • Stories for case studies, impact reports, or story collections.
      • News for press releases or PDF articles.
   2. Click Upload.
   3. Choose a file up to 50 MB (common document and PDF formats are supported).
   4. Confirm the usage or category if prompted.
   5. Click Upload or Save.

   What you'll see: Avid uploads the file, processes the text, and adds it to your brand knowledge base under the current tab.

   Note
   Uploaded files are view-only in the modal editor. To change the actual document, update your source file and upload a new version.

7. Remove resources you no longer want EDNA to use

   You can clean up old stories or news so Playbooks stop using them.

   1. In the Resources panel, find the item you want to remove.
   2. Click the delete action (for example, a trash icon) for that row.
   3. Confirm the deletion when prompted.

   What you'll see: The item disappears from the table, and EDNA removes the associated content from its knowledge base.

   Also remove resources when deleting a URL

   When you delete a Resource URL, you may see a checkbox or option to “also remove related resources.”

   • If you select this, EDNA removes stories pulled from that URL.
   • If the URL was a Facebook or YouTube page and no other URLs from that platform remain, EDNA removes those social stories too.

   Use this when you want to fully retire content from a site or channel.

When you complete these steps, your Content settings accurately reflect your mission, voice, and current stories. EDNA uses this curated knowledge to generate on-brand, up-to-date copy in Playbooks, with far less irrelevant news or off-topic examples.

How Content settings feed Playbooks

Playbooks rely on different “content types” behind the scenes. Each type comes from specific inputs you manage in the Content tab.

Best practices to keep resources clean and relevant

• Review Brand terms during onboarding and any time your region or name changes.
• Prefer specific, organization-only phrases instead of generic sector keywords.
• List your main blog, stories page, and newsroom as Resource URLs.
• Add your primary YouTube channel (and Facebook page, if used) so EDNA can pull rich stories.
• Upload flagship reports, annual impact stories, and style guides into the Brand and Stories tabs.
• When you see irrelevant news, first adjust Brand terms, then review News items and delete any you do not want to use.

Notes and limits

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