Product

Campaigns and approvals

A Campaign holds the brief, the dates, the budget, the team and every Deliverable. Review runs inside it, as an ordered chain of stages with a required role and a deadline in hours.

The Campaign container

A Campaign carries a brief, goals, a budget, a date range, assigned members with defined roles, a set of Deliverables and the phase it is in. Its lifecycle runs Setup, Planning, Production, Launch, with an interactive phase bar showing where the Campaign stands and what remains. Posts, tasks and assets attach to the Campaign, and performance rolls up to it.

The creation wizard

A guided setup builds the Campaign panel by panel and saves a draft as you go. The panels are grouped by phase, Setup first and then Planning, and each carries a required, recommended or optional badge, so a Campaign can be created before the optional panels are filled in.

Setup:

Planning:

Deliverables and Content Slots

A Deliverable is one finished item the Campaign owes, such as an Instagram launch post. It breaks into typed Content Slots: caption, image, video, thumbnail, hashtags, first comment, alt text, ad copy and more. Each slot is assigned to a Writer, Designer or Reviewer role, and each slot runs its own lifecycle: Empty, In Progress, Submitted, In Review, then Approved or Rejected.

The Assembly Board and the contributor view

The Assembly Board composes a Campaign's Deliverables and their Content Slots into the finished piece, with platform previews of the assembled result. People in non-manager roles get their own view instead: a dashboard of only the slots assigned to them, filtered by To Do, In Progress and In Review, with overdue and due-this-week counts.

Approval Workflows

An Approval Workflow is an ordered chain of review stages. Each stage names the role required to sign off and a service-level deadline in hours. Workflows are set per Brand, or Workspace-wide as a default. Auto-approve rules can be set for named roles, and a pending approval past its deadline is escalated automatically.

The review queue

Everything waiting on a decision sits in one queue. Select several items and approve or reject them together. Comments carry @mentions, change requests and the full approval history, so the reasoning stays on the item rather than in an inbox. Campaign Content Slots carry their own review layer on top. Media assets run through the same chain, so an image is signed off before it ships.

Autopilot and spending caps

Each Campaign carries an Autopilot level, a dial that decides how far Agents may act without asking: Off, Suggest Only, Auto with Approval, Full Auto. It defaults to Suggest Only, so an Agent proposes and a person decides. Promotion above Suggest Only requires guardrails: a monthly spending cap for the Campaign and a list of allowed domains.

Tasks, checklists and Jira

Production work sits next to the content it produces. Tasks carry configurable statuses, subtasks, labels, priorities, assignees, due dates and blocker relationships, and they link to Campaigns, Deliverables and Content Slots. Marketing checklists attach to a Campaign so setup steps are not skipped. Teams that keep Jira as their system of record get two-way issue sync, epic-to-campaign linking and workflow mapping.

Questions

The chain is an ordered list you define, stage by stage. Each stage names a required role and a deadline in hours, and the workflow applies to one Brand or to the whole Workspace as a default.

A pending approval past its hour deadline is escalated automatically. The item stays in the queue with its history intact, so the next reviewer sees what was asked and what changed.

Yes, as reviewers in an Approval Workflow with in-app roles and accounts. Every comment, change request and decision stays on the item, with the full approval history.

Yes. The approval chain runs on posts, on Campaign Content Slots and on media assets, so a new version of a file is signed off before it ships. Assets keep version history with an active-version pointer as well.

Whatever the Autopilot level allows, which defaults to Suggest Only. Raising it requires the Campaign's guardrails: a monthly spending cap and an allowed-domain list. Tool calls default to human confirmation.

Put one Campaign through the chain

Book a walkthrough, or create a Workspace and run a Deliverable through a review stage.

Last verified against develop @ 12887a33 on 2026-09-13.