Workflow Builder

How new posts get reviewed and signed off
Agency setup - step 5 of 7 Map draft, review, approve and schedule onto the roles you set. Next: First post
Step 5 of 7 done Your workflow is live. Next: run one post through it. Create a post
You're previewing a sample workflow. Nothing here is saved and it can't be edited. Use it as a starting point and assign your own roles, or build from scratch.
Some stages still need a role. Click each flagged stage to assign a role from your account - the workflow isn't ready until they're all set. Manage roles
Ideas Optional
Collect content ideas here
Writing
Content Writers
Manager Review
Managers 48h timeout Escalate on miss
Client Review
Client (Shareable Calendar) 72h before publish Reschedule on miss
Scheduled
All approvals cleared - publish date confirmed

Ideas Stage

A unique first step in your workflow
The Ideas stage is a holding area for content ideas. Collect them here, then turn the good ones into posts whenever you're ready.
How it works
Someone adds an idea
Your team from the board, or clients from the Shareable Calendar (if enabled).
It collects in the Ideas column
No deadline, no approvals - nothing moves on its own.
Turn the good ones into posts
Hit Turn into Post or drag it into the workflow; edit or delete the rest.
The post flows through your workflow
Starts at your first stage, then writing, review and scheduling.
When someone submits an idea, they can fill in any of these fields. Only the description is required.
Title
A short name so everyone can spot the idea at a glance
Optional
Description
The core idea - key messages, tone, mood, or any references
Required
Platforms
Where it should post - Instagram, LinkedIn, Facebook, X, etc. (any of your 10 platforms)
Optional
Reference images
Mood-board photos, screenshots, or brand assets to inspire the design
Optional
Preferred date
When it should ideally go out (e.g. "last week of June")
Optional
Labels
Tag the idea with a campaign or content label to group and filter it later
Optional
Turn it ON when
Clients suggest ideas Let clients drop ideas without workspace access - turn this on in Shareable Calendar settings.
You're building a backlog The team parks rough concepts here before they're ready to write.
You want a gatekeeper Nothing enters the workflow until someone turns it into a post.
Turn it OFF when
All content is in-house Your team briefs and creates everything, no outside input needed.
You want a leaner board Turning Ideas off also removes the idea form from the Shareable Calendar.
Posts start at Writing Every post is assigned and briefed from the start, with no ideation step.