💜 Social Media Automation in Search Atlas
👉 Video Walkthrough: See how to create projects, generate AI content, manage approvals, and schedule posts using the
Social tool.
👉 Audio Summary: Prefer listening? This short audio recap walks through the Social workflow covered in this article.
Social Module Layout Overview
🧭 Left Sidebar Navigation
Within the main Search Atlas left sidebar, Social appears as its own dedicated module. Once selected, it expands into
three primary sections:
- All Projects
- Pending Approvals
- Calendar View
This structure mirrors the lifecycle of social content: creation → review → scheduling.
Access Path Left Sidebar → Social → All Projects / Pending Approvals / Calendar View
The Social module in Search Atlas is an all-in-one social media scheduler designed to help you plan, organize, and
automate your content workflow with ease. From creating projects and generating AI-powered captions to managing
approvals and visualizing posts in a calendar, Social centralizes everything you need to manage multiple social channels
efficiently.
🚀 How the Social Workflow Works
🧱 Step 1: Create a Project
Every workflow starts with a project. A project represents a campaign or brand initiative and acts as the container for
all posts, settings, and connected accounts.
In the Create New Project modal, you:
- Give your project a name
- Connect one or more social networks (Facebook, Instagram, X/Twitter)
- Add a project summary that defines your audience, brand voice, and goals
You can write this summary manually or let AI generate it automatically based on your connected accounts. This summary
guides future content generation.
⚙️ Step 2: Configure Automation Settings
Once the project is created, you configure how posts should run automatically.
Key settings include:
- Posting frequency (for example, every few days)
- Image source for posts
- Approval rules, allowing posts to publish automatically or require review before going live
If approvals are enabled, posts are routed to a dedicated review queue instead of publishing immediately.
🤖 Step 3: Generate Content with AI
Inside a project, you can create posts manually or generate them with AI.
The AI workflow allows you to:
- Select a social channel
- Enter a prompt (for example, a topic or announcement)
- Generate captions that align with your project summary
- Automatically include relevant hashtags
If the first version isn’t right, you can regenerate or edit the content before moving forward.
🖼️ Step 5: Add Media to Your Post
Posts can include visuals from multiple sources:
- Upload new media manually
- Select assets from your media library
- Use AI-generated images
This flexibility makes it easy to keep visuals consistent across campaigns without leaving the Social tool.
📅 Step 4: Publish or Schedule
When your post is ready, you choose how it goes live:
- Post Now publishes immediately
- Schedule lets you pick a future date and time
Scheduled posts clearly display the platform they’ll be published on and the exact publish time, ensuring full
transparency before anything goes live.
✅ Step 7: Review in Pending Approvals
If your project requires approval, posts appear in Pending Approvals.
This view is built for reviewers and editors:
- Clear status cards show totals for drafts, scheduled posts, and approvals
- Posts waiting for review are surfaced in one place
- When there’s nothing to approve, the interface confirms that you’re fully caught up
This keeps approval workflows clean and interruption-free.
📅 Step 8: Plan Visually with Calendar View
The Calendar View provides a visual overview of all scheduled content.
Key elements include:
- A monthly calendar layout
- Social network distribution counters (Instagram, Facebook, Twitter)
- Date selection to view or schedule posts
- A persistent Schedule New Post action
You can also schedule a new post directly from the calendar by selecting a date and choosing the project—making planning
fast and intuitive.
📊 Social Overview
1. All Projects – Overview of every social project and connected accounts
2. Pending Approvals – Posts waiting for manual approval before publishing
3. Calendar View – Visual timeline of scheduled and published posts
📂 All Projects View (Project Dashboard)
🧩 Purpose: Central hub for managing all social media projects.
At the top of the screen:
- **Module title:**Social
- Description: “An all-in-one social media scheduler to plan, organize, and automate your content with ease.”
- **Primary CTA:**Create Project (purple button)
🧾 Project Cards / Rows
Each project row displays a high-level snapshot of activity:
- Project name
- Connected accounts (icons for Facebook, Instagram, X/Twitter)
- Total Posts
- Pending Approval
- Published
- Scheduled
- Drafts
On the right side of each project:
- Posting frequency indicator (e.g., “Posting every 4 days”)
- View button
- More actions menu (⋮) with:
- Edit Project
- Pause Posting
- Delete
This view is optimized for quickly understanding project status at a glance.
➕ Create New Project Modal
⚙️ Purpose: Set up a new social automation workflow.
The modal is split into a step-based flow:
🧱 Step 1: Project
- Name* field (required)
- Connect Social Networks* (required)
- Facebook
- Instagram
- X (Twitter)
- Project Summary
- Manual description field for audience, brand voice, and goals
- Auto-populate with AI option to generate the summary automatically
⚙️ Step 2: Configure
(Continues into automation settings such as frequency, image source, and approvals.)
Primary actions:
- Cancel
- Create Project →
✅ Pending Approvals View
🛡️ Purpose: Review and approve posts before they go live.
Top header:
- **Title:**Pending Approvals (Left Sidebar → Social → Pending Approvals)
- Subtitle: “Review and approve posts before they go live.”
Status summary cards:
- Total Posts
- Scheduled
- Pending Approval
- Drafts
Main content area:
- Empty state message when no approvals are needed:
- “All caught up — nice work!”
- “New posts will appear here when they need approval.”
This view is especially useful for teams that require editorial oversight before publishing.
📅 Calendar View
📆 Purpose: Visual planning and scheduling of social content.
📊 Top Section: Social Network Distribution
Displays counters for:
- Instagram
- Facebook
- Twitter
This provides immediate visibility into how content is distributed across channels.
🗓️ Calendar Grid
- Monthly calendar layout
- Highlighted dates indicate scheduled activity
- Clickable dates allow direct interaction
📋 Right-Side Panel
When a date is selected:
- Displays scheduled posts (or an empty state)
- Message shown when empty:
- “No scheduled posts”
- Prompt to schedule a post
Primary CTA:
- Schedule New Post (available both at the top and bottom of the view)
This layout makes it easy to plan content visually and avoid gaps or overlaps.
Social brings structure and clarity to social media management inside Search Atlas. By combining project-based
organization, AI-powered content creation, approval workflows, and a calendar-driven UI, teams can confidently manage
multiple social channels without friction.
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.
