Plan and schedule social media posts
Set a strategy, connect your accounts, let the week be drafted for you, then review, edit and schedule each post.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
The social agency area plans a week of posts from a strategy: the topics you post about, the channels you use and how often. Drafts are written in your brand voice and nothing is published until you schedule it.
By the end you can
- Set up a strategy and connect channels
- Fill a week with drafts
- Edit and schedule a post
Screens used
Steps
- 1
Open the social agency
On: /social-agencyType "social" in Find a page… and choose Social Agency. The tabs are Today, Calendar, Insights, Brand voice, Connections and Strategy.
You should see: The Today page, or "Let's set up your social strategy".
- 2
Set up the strategy
On: /social-agencyPress Set up strategy and work through its parts: Goal & reach, Audience personas, Content pillars (the topics you post about), Channels & cadence (where and how often), Brand voice and KPIs. Finish on Review your strategy.
You should see: The Today dashboard shows This week's pace.
- 3
Connect your accounts
On: /social-agency/connectionsOpen Connections and connect each social account you post to. You sign in to each network yourself.
You should see: Each connected account is listed.
- 4
Fill the week
On: /social-agency/calendarOpen Calendar and press Fill my week.
You should see: Draft posts appear in the week's empty slots.
- 5
Review a draft
On: /social-agency/calendarOpen a post. Check the Pillar, Format and Channels, and read the Caption / body. Rewrite with AI gives another version; each generation uses 1 credit.
You should see: A caption you are happy to publish under the client's name.
- 6
Schedule it
On: /social-agency/calendarSet the Date and Time and press Schedule.
You should see: The post shows as scheduled on the calendar.
- 7
Check Today
On: /social-agencyEach day open Today for Publishing today, Drafts to review and Needs attention.
You should see: You know what goes out today and what still needs a decision.
Tips
- New post on the calendar writes a single post from scratch.
- Read every draft. Facts, prices and dates must be checked by a person.
Troubleshooting
- "Your week already has a post in every planned slot — nothing to add."
- The week is full. Edit or delete a post to make room.
- "This workspace's daily AI budget is exhausted — try again after it resets."
- Try again tomorrow, or ask the workspace owner to raise the daily budget.
- An account shows "Paused — over plan limit".
- Your plan's limit of connected accounts is reached. Disconnect another account or upgrade.
One row per shot, in the same order as the guide. Estimated length 2:29, recorded signed in as Owner. Use made-up data only. How to record
Say: Plan and schedule social media posts. Set a strategy, connect your accounts, let the week be drafted for you, then review, edit and schedule each post.
Hold until you see: Lesson title on screen for three seconds.
Say: Type "social" in Find a page… and choose Social Agency. The tabs are Today, Calendar, Insights, Brand voice, Connections and Strategy.
Hold until you see: The Today page, or "Let's set up your social strategy".
Say: Press Set up strategy and work through its parts: Goal & reach, Audience personas, Content pillars (the topics you post about), Channels & cadence (where and how often), Brand voice and KPIs. Finish on Review your strategy.
Hold until you see: The Today dashboard shows This week's pace.
Say: Open Connections and connect each social account you post to. You sign in to each network yourself.
Hold until you see: Each connected account is listed.
Say: Open Calendar and press Fill my week.
Hold until you see: Draft posts appear in the week's empty slots.
Say: Open a post. Check the Pillar, Format and Channels, and read the Caption / body. Rewrite with AI gives another version; each generation uses 1 credit.
Hold until you see: A caption you are happy to publish under the client's name.
Say: Set the Date and Time and press Schedule.
Hold until you see: The post shows as scheduled on the calendar.
Say: Each day open Today for Publishing today, Drafts to review and Needs attention.
Hold until you see: You know what goes out today and what still needs a decision.
Say: That is plan and schedule social media posts. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Mark it complete to keep your place in the course.
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