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.
- Complete a phase from the phase bar and move the Campaign on.
- Attach posts, tasks and assets to the Campaign they belong to.
- Read goal tracking, attribution and the change-history timeline on the Campaign itself.
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:
- Campaign Info: name, dates, color and description.
- Channel Selection: the channels this Campaign covers, from Social Media, Email, Paid Ads, Blog / CMS, SMS / Push and Influencer.
- Brief & Goals: target audience, key messages and KPIs.
- Reference Assets: upload brand guides, mood boards and other references.
- Budget Allocation: set the budget per channel.
Planning:
- Deliverables Definition: define the content items owed, per channel and platform.
- Content Calendar: place the Deliverables on a timeline.
- Team Assignment: assign the roles, and the people or Agents filling them.
- Marketing Checklist: track steps from a template or as custom items.
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.
- Define the Deliverables a Campaign owes, per channel and platform.
- Assign every Content Slot an owner role.
- Submit a slot from the Composer and watch it move into review.
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.
- Compose the slots of a Deliverable and read the platform preview.
- Work your own queue on My Tasks without opening the whole Campaign.
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.
- Order the stages and name the role that signs off on each one.
- Give each stage its deadline in hours.
- Set the workflow on a Brand, or as the Workspace default.
- Add auto-approve rules for the roles that do not need to review.
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.
- Select several items and approve or reject them in one action.
- Leave a change request with an @mention on the item itself.
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.
- Set the Autopilot level for this Campaign.
- Give the Campaign its monthly spending cap before raising the dial.
- List the domains Agents on this Campaign may reach.
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.
- Link a task to the Deliverable or Content Slot it produces.
- Define your own board columns rather than accepting fixed ones.
- Keep Jira in sync in both directions, and link an epic to a Campaign.