Create and schedule a post

Turn source material into a scheduled post from Slack. The Create modal keeps profile selection, content requirements, preview, and your scheduling decision in one place.

Goal

Finish one social post end to end: pick where it will publish, shape the copy and media, preview the result, and save it as a draft, add it to the queue, schedule it, or send it for approval.

When to use this

Use this workflow when you are ready to compose a single post, not when you are bulk-planning the week or editing an item that already exists elsewhere. It fits manual drafts, AI-assisted captions or full generation, and posts that need platform-specific media before they can publish.

Before you begin

• A brand with at least one connected social profile.
• Access to the Create work center. Admins, creators, and approvers can open the flow.
• Know which profile and content type you need. Format choice drives whether media is required and which platforms accept the post. See Platform support when you are unsure what a network allows.
• If you plan to pull copy or assets from saved library content, your organization needs the Content library entitlement (Starter plan and above). AI caption and generation actions count toward plan limits in Usage limits.

Steps

1. Open Create

Start from any of these entry points:

1. In App Home, open the Create work center and choose the primary create action. A brief loading state may appear before the full compose modal opens.
2. Open the command palette shortcut and run the create task.
3. Type /social-create in any Slack message box.

The create modal opens with brand, profile, and format controls together.

2. Choose brand, profile, and content type

1. Confirm the active brand. If your org runs multiple brands, switch to the one you are publishing for. If no brand is set up yet, follow the in-modal prompts to add one or resolve access.
2. Select the social profile (connected account) that should receive the post.
3. Pick the content type or format for that platform (for example post, reel, carousel, or story where your account supports them). Changing format may clear incompatible media, so set format before you attach files.

Optional: enable per-platform mode when you need different copy or media per network in the same item.

3. Add your source material and caption

Pick the path that matches how you are working:

Manual draft: Type the caption, notes, or source context directly in the modal fields.

AI caption or generation: Use the AI actions in the modal to draft a caption, hashtags, alt text, or a fuller generated post. Generation runs in the background when needed; Slack shows a status view while work is in progress.

Reusable idea or library content: Import an existing idea or library asset when your team saves templates there (Starter plan and above for library access).

4. Attach media when the format requires it

Some formats cannot publish without media. When the selected type requires a photo, video, or other asset:

1. Choose media from the create modal.
2. Upload a new file or pick from your library.
3. Return to the create modal and confirm the attachment appears.

If you change format after attaching media, review compatibility warnings before you continue.

5. Preview the post

Open preview when it is available. Check copy, media, and profile selection together. Resolve any validation messages the preview surfaces (missing media, account mismatch, or incomplete required fields) before you submit.

6. Choose draft, queue, schedule, or approval

Decide what should happen after submit:

• Save as draft: Keep the item in Create for later editing.
• Add to queue: Place it in the publishing queue for the next available slot in your cadence.
• Schedule: Pick a specific time when your plan and account settings allow it.
• Pending approval: When your brand uses an approval workflow, submit sends the item to reviewers instead of publishing immediately.

Submit the modal. Wait for background generation or rendering when AI or motion formats need extra processing.

Success criteria

You have finished when the item reaches one of these outcomes:

• Draft saved: The post appears in Create drafts or your drafts list with the expected brand and profile.
• Queued or scheduled: The post shows a queued or scheduled status and appears on your plan timeline.
• Pending approval: Reviewers can open the item from Workflow or approval surfaces; it does not publish until approved.
• Generation complete: For AI or rendered formats, you receive a success confirmation or modal, and the item is ready for the status you chose.

If generation fails, the item moves to a generation failed state. You will see failure counts on Create home, in App Home, or in a DM with a retry option when one is offered.

Troubleshooting

The modal does not open: Run /social-create again or reopen Create from App Home. If you see an error reference, share it with support.

Missing media: Preview or submit blocks until required media is attached. Choose media, add the file, and preview again.

Queue window unavailable: Queue placement needs an open slot in your cadence. Adjust the schedule intent (draft or custom time), or ask an admin to review queue configuration in Settings so slots match when you publish.

Approval required but you cannot publish: Your role or workflow may require review. Submit for approval and track the item in Workflow. Approvers complete the publish step after they approve.

Generation failed: Open failed jobs from Create home (for example the failed count on Create) or follow the retry path in your DM. See Retry a failed generation for the full recovery flow. Edit the draft before you retry if the AI output was off-brand.

Hit a plan or usage limit: AI generations, scheduled posts, and library access follow your organization plan. Check Usage limits and ask a billing owner to change plans or reduce usage before you resubmit.