The Social tool is designed as a complete workflow that takes you from project setup to content publishing and approval. Instead of managing disconnected steps, everything is centralized into a single system where content can be created, scheduled, approved, and published seamlessly.
This article walks through the full lifecycle of how Social works in practice.
🧭 Step-by-Step Workflow
🧱 Step 1: Create a Project
Navigate to:
Left Sidebar → Social → All Projects → Create Project
- Enter project name
- Connect social accounts (Facebook, Instagram, X)
- Add project summary or use AI
Click:
Create Project →
⚙️ Step 2: Configure Posting Settings
In the configuration step:
- Set Auto Posting Frequency
-
Choose Image Source:
- AI
- Media Library
- Hybrid
-
Select Approval Settings:
- Automatic
- Manual approval
- Conditional approval
Click:
Save
📂 Step 3: Access the Project Dashboard
Navigate to:
Left Sidebar → Social → All Projects → View
From here, you can:
- Monitor post status
- Access Media Library
- Create and manage content
✍️ Step 4: Create Content
Click:
Create post
Then:
-
Select channels
-
Write caption or use Create with AI
-
Add hashtags
-
Add media:
- Media Library
- Upload
- AI-generated
📅 Step 5: Schedule or Publish
Choose:
- Post Now → publish immediately
- or
- Schedule → select date and time
✅ Step 6: Approval Workflow (If Enabled)
If approval is required:
Navigate to:
Left Sidebar → Social → Pending Approvals
Then:
- Click Approve
- or
- Click Decline
Approved posts proceed to publishing.
🗂️ Step 7: Monitor and Manage Content
Use:
Left Sidebar → Social → All Projects → View
To:
- Track post status (Drafts, Scheduled, Pending, Published)
- Edit or delete posts
- Approve or decline content
📅 Step 8: Plan with Calendar
Navigate to:
Left Sidebar → Social → Calendar View
- View scheduled posts
- Identify gaps
- Click Schedule New Post
🔄 How Everything Connects
Each part of the system works together:
- Projects define structure and rules
- Content creation generates posts
- Scheduling controls timing
- Approval controls publishing
- Media Library supports visuals
- Calendar provides visibility
📌 Example Workflow
A typical workflow may look like:
- Create a project for a brand
- Connect Instagram and Facebook
- Set posting frequency to every 3 days
- Enable approval before posting
- Generate posts using AI
- Schedule posts for the week
- Review posts in Pending Approvals
- Approve content
- Monitor posts in Calendar View
🧠 Key Notes
- All workflows are controlled at the project level
- Approval settings directly affect publishing behavior
- Automation can generate and schedule content automatically
- Manual workflows allow full control over publishing
The Social workflow brings together planning, creation, approval, and publishing into a single system. By following this structured process, you can maintain consistency, improve efficiency, and scale your content operations without losing control.
Whether you rely on automation, manual scheduling, or a hybrid approach, Social adapts to your workflow and keeps everything organized in one place.
If you need further assistance, open the chat widget in the bottom-right corner of the platform and type human teammate to be connected with a member of our team.