Inventory the spreadsheet before you replace it.
List the columns your team uses now. Keep the fields that help someone decide or recover work: brand, platform, owner, status, approver, deadline, reason, and publish window.
Remove columns that exist only because the spreadsheet cannot show workflow state. Slack can carry the current request, the thread, and the next action without making the team update duplicate cells.
- Brand
- Platform and account
- Draft owner
- Approver
- Decision status
- Review deadline
- Revision reason
Choose the first approval route.
Pick one route for the first week. A common starting point is creator to brand owner, with client approver added only for client-facing posts.
Avoid migrating every exception at once. The team needs one reliable route before it adds legal review, paid campaign review, or multi-step client approvals.
Turn status cells into Slack actions.
Replace manual status updates with approval actions. When a reviewer approves, requests changes, holds, or rejects a draft, the action should update the item and record the decision.
Creators should not ask whether the spreadsheet is current. The Slack workflow should show the latest status, the next owner, and the reason if the draft needs work.
- Approved
- Changes requested
- On hold
- Rejected
- Ready to schedule
Run one week in parallel.
Keep the spreadsheet read-only for one week. Use it as a comparison tool while the team makes decisions in Slack.
At the end of the week, check which statuses changed in Slack, which spreadsheet columns no longer matter, and which fields still need a home in the workflow.
Retire the spreadsheet when Slack owns the record.
Stop updating the sheet when Slash Social holds the draft, reviewer, decision, reason, and publish status. Keep an export if your team needs a file for archive or reporting.
The test is simple: a creator can open Slack and answer who owns the next step without opening the spreadsheet.
Where this fits in Slash Social
Use the product workflow that matches this resource: approvals, planning, inbox, analytics, or multi-brand operations.