How social operations work

Digital Marketing is where your team plans, writes, designs, gets approval for and publishes social content for your clients. This page explains the building blocks; the rest of the chapter covers each screen.

The building blocks

Thing	What it is	Where
Workspace	One client brand: its brief, voice, strategy, team and channels.	Workspaces
Post	One piece of content for one platform, such as an Instagram reel.	Create a post
Cross post	One idea published to several platforms together, with a shared workflow and per-platform versions.	Cross posts
Editorial workflow	The stages a post moves through, from idea to scheduling, including client approval.	Editorial workflow
Social account	A connected Facebook Page, Instagram, LinkedIn, X, TikTok, YouTube or Snapchat account the workspace publishes to.	Social accounts
Publishing	The queue of scheduled posts and what happened when AgencyOS tried to publish them.	Publishing
Media	Images and videos you upload or import, reusable across posts.	Media library
Campaign request / campaign	A brief for paid promotion, and the internal campaign record that tracks it.	Campaign requests

A typical post’s journey

1. A strategist or copywriter creates a post on the Calendar with Compose → Create Post.
2. The team writes the caption, adds media and assigns people.
3. The post is sent to the client for content approval, then designed, then sent for final design approval.
4. When it reaches Scheduling / Publishing, someone schedules it on a connected account, or publishes it now.
5. At the scheduled time AgencyOS publishes it, and Publishing shows the result.

Who can do what

Digital Marketing must be switched on for your agency, and each person needs the right privileges, such as viewing posts, creating posts, editing their own posts or all posts, approving for the client, and managing workspaces. People also only see the workspaces they’re given. See Digital Marketing privileges explained.