Approval workflow guide

How client approval workflows work

A step-by-step guide to drafting, reviewing, approving, rejecting, and publishing social media posts for clients and teams.

Short answer

What should you do?

A useful client approval workflow keeps the draft, reviewers, final checks, and publishing destination visible in one sequence so a post does not go live before the right person signs off.

Written by Social Rocket AI. Platform requirements can change; use the official sources below for current rules.

Practical steps

A workflow you can follow

  1. The agent can create and schedule posts on behalf of a client, triggering a notification for the client to review and approve the post.
  2. The agent can also force-approve a scheduled post without waiting for client approval, or manage and schedule their own posts directly.
  3. If the client rejects a post, the agent can make the requested changes and send it back for review with a new notification.
  4. The client can review the updated post and approve or reject it again before it proceeds through the publishing workflow.
Limitations and prerequisites

What this guide does not promise

Approval workflows coordinate review inside Social Rocket AI; they do not replace client contracts, legal review, platform policy checks, or a human decision about factual and brand accuracy.

Sources

Official product and platform references

Put the workflow into practice

Use the verified product workflow, review the output, and keep platform-specific requirements in mind.

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