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:

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206015725/3de1f3180836ff0fa79f98644795/image.png?expires=1786860000&signature=25a8bc4b2947decbf31dc1d1e0b082efd31139e41b7e97ac020d5764ceddf155&req=diInEMl%2FmIZdXPMW3nq%2BgWTI%2BeGFQ%2BhfLLL800jfk%2BE5gNlasLhYsYi8YKJy%0A5T0EpruSdftdeByaf5AxOcCWxEg%3D%0A)

**Left Sidebar → Social → All Projects → Create Project**

- Enter project name
- Connect social accounts (Facebook, Instagram, X)
- Add project summary or use AI

Click:

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206017161/68c7ce5c38433ca0f3d90d45791a/image.png?expires=1786860000&signature=1bf3fb1bdb7ad95968e91f6de1b71d1fe05a39f575a77d8731005b464239f08c&req=diInEMl%2FmoBZWPMW3nq%2BgTNsXsrHu962WhlU%2BbZCPyp8SDCKYFuv7Zk6qDR9%0AwcuWhDVKXJp4wdt%2BaBvH7ghNNys%3D%0A)

**Create Project →**

## **⚙️ **Step 2: Configure Posting Settings****

In the configuration step:

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206023332/aa2b2382c7b842b2b3a835923f39/image.png?expires=1786860000&signature=0670b052fe5d55d8df38911b1c4be21fe5c989ded189ebe7131f115c361ba9a0&req=diInEMl8noJcW%2FMW3nq%2BgRF8d7KXpyG7cbdrF%2BLKSYYxz4IbsiQly2Xerzsa%0AaOwJWd3C7WGy5u7AOmDvGLIEhGo%3D%0A)

- Set **Auto Posting Frequency**

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206025893/9d40b72db74742db2ce91445248b/image.png?expires=1786860000&signature=61da81b18a2f1ee8d9d2aa2ffb25ee03367d99195139f9ff6fd23ed603228931&req=diInEMl8mIlWWvMW3nq%2BgXWfWg677%2Bd8pyMdE8K0m3rtrPI6Xs%2B1AEiz5Ecx%0AEcepZpvWxsMZlYp3OZr7Snz%2BQWE%3D%0A)

- Choose **Image Source**:

  - AI
  - Media Library
  - Hybrid
- Select **Approval Settings**:

  ![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206026981/3c05f358807e9729025d0e7f9d68/image.png?expires=1786860000&signature=7ec60d3da2f9b54f051fa169cd11ca9bf7c119c9072146b6e745b57a9a2f653e&req=diInEMl8m4hXWPMW3nq%2BgXER6rkN1C6rlQ5u4ubHLOUCUdR%2Ficwbga0tPSlo%0AzRGicqJcnqXsfDphATwxPKSjDYg%3D%0A)

  - Automatic
  - Manual approval
  - Conditional approval

Click:

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206028151/d7a6ee47f31e252b68db3bf4b454/image.png?expires=1786860000&signature=67281c0b4c57a9072d72fe3bc89a4d24b604a2778b46af818969233855742211&req=diInEMl8lYBaWPMW3nq%2BgSVMyQbOF1EY%2Bnk%2B%2BAOhPBoQBFMIlb2CpuXD3%2BJW%0AsyGM97cdxXPIM2H5r0t5g90Z%2F0I%3D%0A)

**Save**

## **📂 **Step 3: Access the Project Dashboard****

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206035210/18f78665fa697487520fcbb4386c/image.png?expires=1786860000&signature=a70fe62b53ae7e1e75557fb77b42744387ff9227b5f914d7ef4a8f827d6030d2&req=diInEMl9mINeWfMW3nq%2BgV9s45IhnLRjDsqbvNEhfk6FTBJasGCotXGOWoEt%0AfuNNMLdlCW5DYzJA9dcu4JgQeCc%3D%0A)

Navigate to:

**Left Sidebar → Social → All Projects → View**

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206053481/697174b81330b20baa9276f941a9/image.png?expires=1786860000&signature=1c0067aefb2e9cce5c148e8e1c9ff7d4833dff0563db2adc93beb56b8580d1b8&req=diInEMl7noVXWPMW3nq%2BgR%2BbxhuOeVEytzB2f0%2B4V194pLneqF3BvBJBBUzb%0AMjbTt9OdHBxYlwW98Rd23tav2Fk%3D%0A)

From here, you can:

- Monitor post status
- Access Media Library
- Create and manage content

## **✍️ **Step 4: Create Content****

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206056786/36592a9b1741cd5edd2035c757a6/image.png?expires=1786860000&signature=1c895e12b25e3e0a7413c972df1d67e081b4433268c719bd56ee33682319cb19&req=diInEMl7m4ZXX%2FMW3nq%2BgWhaeMUtoOs3KfKSEZWTApGetvIwsNludkdRaQ6i%0AqhR3TJrze9Uw%2BZObVw4baERnG7Y%3D%0A)

Click:

**Create post**

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206058695/eeb43d8106c3f87d01f0abed2bd2/image.png?expires=1786860000&signature=1ab38d7df706d70a947652240ac3662c23e9524d190797c320f786b4d925c0c7&req=diInEMl7lYdWXPMW3nq%2BgWKK8MM%2BFBFK%2BII3%2Be6UoFmW62sT8QFr14Xmad1U%0AEhl0RW0GnqsNA4Yu4RXM%2FkCL43Q%3D%0A)

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206061373/c6bbd6569739a3928dc91a8c3dc5/image.png?expires=1786860000&signature=01b896818748f2416e8837239420cff7a1ea6651e29aad5559da06e8403572b4&req=diInEMl4nIJYWvMW3nq%2BgdwJzGl1MpvGHQCrGY7%2FW11fzeHaCuq87L0Oyqbh%0Al3FqdhW6I%2Brf4yJqauf7EKsrDPY%3D%0A)

Then:

- Select channels
- Write caption or use **Create with AI**
- Add hashtags
- Add media:

  - Media Library
  - Upload
  - AI-generated

## **📅 **Step 5: Schedule or Publish****

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206065238/d5ff0f5c0aa2562f5013b7abfb70/image.png?expires=1786860000&signature=d34b077471e1d80a3404b05b4f2fe1370af8cffa6a57b164958b85f17e81f899&req=diInEMl4mINcUfMW3nq%2BgSSloq2QJo78xyTffOc%2FGS0OfYA709Bvxg24i%2FGp%0A90KQwaBdtNOgMMa4wfGdH2ecXhE%3D%0A)

Choose:

- **Post Now** → publish immediately
- or
- Schedule → select date and time

## **✅ **Step 6: Approval Workflow (If Enabled)****

If approval is required:

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206067300/71930b527478313066b347a31c74/image.png?expires=1786860000&signature=da852c7ae86e8331caf12ea2589a6bf23eee8f316073a120ab93051f2f988054&req=diInEMl4moJfWfMW3nq%2BgUTvlp7%2BGXLvcyKS60CH6Zz27gxTPGsG2hDHbCmu%0A4TjqO4275drhECMz4FRWKqneuws%3D%0A)

Navigate to:

**Left Sidebar → Social → Pending Approvals**

Then:

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206068036/741c440c277f7ad932e8b5aff74a/image.png?expires=1786860000&signature=5c8f5121072fa843a59d0bfbed742e8ae1708c9483622bb2893d78bf963c2e83&req=diInEMl4lYFcX%2FMW3nq%2BgSnVcxHhmw9r1aFHm5nrTXQ9AaJ1FBI7U7ftW%2FBo%0AqvOHiEeCm0hsCu0oYThVxInonwE%3D%0A)

- Click **Approve**
- or
- Click **Decline**

Approved posts proceed to publishing.

## **🗂️ **Step 7: Monitor and Manage Content****

Use:

**Left Sidebar → Social → All Projects → View**

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206070005/78105def5d891fdc5f48013a83f4/image.png?expires=1786860000&signature=3a92a3c873f35a5c674949b76a89aa3df7deb3f414c0adab416296da5fef334a&req=diInEMl5nYFfXPMW3nq%2BgQAZXajtcA6Ma9r38c3voP50sH90NMKFdG6NUXl0%0A%2FSyk5z7z4VeOJ0W8z5ce971lvr8%3D%0A)

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206071301/904560d036657f19f79d718c5f89/image.png?expires=1786860000&signature=37094706ffc2cdffdff804bb6e7971718b05a93a622363170023f5b1ee170b0e&req=diInEMl5nIJfWPMW3nq%2BgXyVAfeSEHBxuTQpi62hTr0s3k85%2FlfVz51BH2Pr%0Ar4pUsFkey7yd83gq2gPRi%2BwKaMc%3D%0A)

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206072395/ca2f0d0c70a672fa7abecaca0f67/image.png?expires=1786860000&signature=00e3fa0c15806acb2559e5b58156b0e85681232c69bc8b544451734161cb837c&req=diInEMl5n4JWXPMW3nq%2Bger1G%2FI2WjoFNdFkmvPp%2BkiFC1T0ik%2FuIzNjTdy6%0AGwK%2FclTdjTIs1%2FpjbfLbJZzvcQ4%3D%0A)

To:

- Track post status (Drafts, Scheduled, Pending, Published)
- Edit or delete posts
- Approve or decline content

## **📅 **Step 8: Plan with Calendar****

![](https://downloads.intercomcdn.com/i/o/xx2wxnfz/2206075380/de0ded018fb04f664e357f0c5d5c/image.png?expires=1786860000&signature=e6211548bc0ca73c3edc7156afd26fbb426515fe0b12f2ccd1b2ccf07eea469c&req=diInEMl5mIJXWfMW3nq%2BgbAl%2BZUHD4j0of3X9HExN6EyLAbbHY0sW53huPqq%0ASxY%2F4AWv%2BEg9QPn3vurzhW8sRQA%3D%0A)

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:

1. Create a project for a brand
2. Connect Instagram and Facebook
3. Set posting frequency to every 3 days
4. Enable approval before posting
5. Generate posts using AI
6. Schedule posts for the week
7. Review posts in Pending Approvals
8. Approve content
9. 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.