Guide

How to set up a social media approval workflow

A good social media approval workflow has one place where every piece waits, one named approver per brand, a deadline before each publishing date, short notes instead of email threads, and a rule that nothing goes out without a yes.

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Five rules for approvals that do not stall

  1. 1

    Name one approver per brand

    Several people can comment; one person decides. Without a decider, pieces wait.

  2. 2

    Keep one queue

    Every piece waiting for a decision in one place, not across chats, email and shared drives.

  3. 3

    Set a deadline

    Approve the month before it starts, so production never runs into publishing day.

  4. 4

    Send back with a note, not a thread

    One sentence about what should change, attached to the piece itself.

  5. 5

    Nothing publishes without a yes

    Make approval the only way a piece reaches the schedule.

When the approver is outside your team

Agencies and franchise brands often need a client or head office to approve. Asking them to log in to another tool slows everything down. A review link solves it: the approver opens the month in a browser, reads each piece, and approves it or asks for a change with a comment.

How it works in PlanMedia

Every piece waits in Approvals with its caption, picture or film and channel on one card. You slide to approve or send it back with a note, and the team redoes it. For an outside approver you create a review link for the month; they approve or ask for changes without creating an account. Nothing publishes without approval, and an AI assistant connected through MCP cannot approve its own work.

Questions people ask

Who should approve social media posts?

One named person per brand who can say yes. Others can comment, but a single decider keeps the queue moving.

How can a client approve posts without an account?

With a review link. In PlanMedia you create one for the month, and the client approves or comments in their browser without signing up.

How long before publishing should content be approved?

Before the month starts is the safe rule: it leaves time to redo anything that is sent back.

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