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Approval Workflow

Review social posts internally before they publish, so everything is on-brand and accurate.

#Business goal

Publish only reviewed, on-brand content.

#When to use this

Before scheduling or publishing posts.

#At a glance

DetailValue
People involvedSocial lead
Departments usedMarketing
Modules usedSocial
AI usedAI-assisted drafting (Beta); you review before publishing
Recommended timelinePer post batch
PrerequisitesSocial module access (Beta); A connected social profile

#Step-by-step process

1

Draft

Create the posts (AI can assist).
2

Review internally

A person checks tone, accuracy, and links.
3

Approve

Confirm posts are ready.
4

Schedule or publish

Queue the approved posts.

#Decision points

Decisions to make along the way

  • Is the post on-brand and accurate?
  • Any sensitive content to hold?

#Approval points

Human approval required

  • Posts are reviewed and approved by a person before they are scheduled or published (an internal review step, not a platform approval record).

#Success metrics

  • Fewer post corrections
  • Consistent brand voice

#Best practices

  • Always review AI drafts before publishing.
  • Keep a light but real review step.

#Common mistakes

  • Publishing AI drafts unreviewed.
  • No second set of eyes.

#Realistic example

In practice

Drafts for the week are reviewed by the lead, who fixes a link and tightens the copy before the posts are scheduled.

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