Define the brand boundary.
Create one brand for each client or owned business line. Confirm the brand name, timezone, social accounts, campaign names, content pillars, and the Slack channels where work should appear.
This boundary protects client work from leaking into the wrong queue. It also lets reports, approval routes, inbox items, and publishing checks stay tied to the brand that owns the outcome.
- Brand name and timezone
- Social platforms and account handles
- Primary Slack channel
- Review channel or Slack Connect channel
- Campaign and pillar naming conventions
Map roles before connecting accounts.
Name the people who can create drafts, approve work, manage the brand, view reports, and handle billing. Do this before the first draft enters review so no one has to guess who owns the final call.
Agencies need two permission layers: internal production roles and client review roles. Keep those separate so the client sees finished approval requests, not the internal discussion that shaped them.
- Agency owner
- Creators and editors
- Internal approvers
- Client approvers
- Reporting viewers
- Billing owner
Choose the Slack channels that carry work.
Decide where planning, review, inbox follow-up, publishing blockers, and reports should appear. A small agency may use one channel per client. A larger team may split production, approvals, and reporting.
Slack Connect works best when the client channel carries decisions and finished context. Keep internal production chatter in an agency-owned channel and send the client a focused request when a decision is needed.
- Planning updates
- Approval requests
- Inbox escalations
- Publishing blockers
- Weekly report summaries
Connect accounts after owners are known.
Connect social accounts after role setup so the person responsible for that account can confirm access, timezone, and publishing expectations. If an account needs reauthorization later, the right owner receives the recovery path.
Record which platforms need manual publishing support, which ones can be scheduled, and which accounts have format constraints. That gives creators fewer surprises when a campaign enters production.
- Account owner
- Connection status
- Publishing method
- Default timezone
- Format or media constraints
Run a first-week acceptance test.
Before the client depends on the workflow, move one real post through intake, planning, review, scheduling, and reporting. Use a low-risk post so the team can test decisions without putting a launch at risk.
The test should answer five questions: who receives the request, who can approve, where the decision appears, what happens after a rejection, and how the team sees the post after it ships.
Where this fits in Slash Social
Use the product workflow that matches this resource: approvals, planning, inbox, analytics, or multi-brand operations.