Social Workflow: Automate Your Distribution

Creating content is hard enough; distributing it shouldn't be. Postion's Social Workflow allows you to connect your social media accounts and automatically publish or schedule updates whenever you release new content.

1. Connecting Your Accounts

To start automating, you first need to authorize Postion to post on your behalf.

1. Navigate to Workflow: Click on "Social Workflow" in the main dashboard sidebar.
2. Go to Connections: Switch to the "Connection" tab.
3. Choose a Platform: You will see a list of supported platforms (e.g., Twitter/X, LinkedIn, Discord).
4. Click Connect: Follow the OAuth prompts to log in and authorize the connection.
5. Verify Status: Once connected, the status indicator will turn green, showing "Active".

Managing Tokens

Social platforms use "tokens" to keep your connection secure. These tokens expire periodically for security reasons.

• Auto-Refresh: Postion attempts to refresh these automatically.
• Manual Refresh: If a token expires (shown by a red "Expired" status), simply click the "Refresh Tokens" button on the Workflow page to reconnect.

2. Executing a Workflow

Once connected, you can use the Workflow Executor to broadcast your content.

1. Select Content: Choose the post you want to share.
2. Customize Message: You can write a custom caption for each platform or use our AI to generate one.
3. Select Platforms: Check the boxes for the platforms you want to post to.
4. Execute: Click "Run Workflow".
   • Success: You'll see a success message and a link to the live post.
   • Failure: If a post fails, we'll show you the error message so you can retry.

3. Workflow Quotas

To ensure fair usage and platform stability, we implement a quota system.

• What counts as usage? Each successful post to a single platform counts as 1 unit.
• Checking Quota: Go to the "Quota & Billing" tab to see your remaining allowance for the month.
• Reset: Quotas reset automatically at the start of your billing cycle.

4. Viewing History

Want to see what you've posted? The "History" tab keeps a log of all your workflow executions, including:

• Date and time of execution.
• Which platforms were targeted.
• Status (Success/Fail).

5. Supported Platforms

Postion integrates with major social platforms for automated distribution:

6. OAuth & Security

We use industry-standard OAuth 2.0 for all social platform connections.

How OAuth Works

sequenceDiagram
    participant You
    participant Postion
    participant Social Platform
    
    You->>Postion: Click "Connect"
    Postion->>Social Platform: Redirect to authorize
    Social Platform->>You: Login & approve
    Social Platform->>Postion: Return with tokens
    Postion->>You: Connection confirmed!

Your Security

• We never see your passwords: OAuth means you log in directly with the platform
• Revoke anytime: Remove access from your platform settings or Postion
• Limited permissions: We only request posting permissions, not reading your DMs

7. Token Management

Social platform tokens have limited lifespans for security.

Token States

When Tokens Expire

Some platforms (like LinkedIn) have tokens that last 60+ days, while others may expire sooner. When a token expires:

8. Cross-Platform Publishing

Maximize your reach by publishing to multiple platforms simultaneously.

Content Adaptation

Each platform has different requirements. Postion helps you adapt:

AI Caption Generation

Let our AI customize your message for each platform:

1. Write your core message once
2. Click "AI Adapt" for each platform
3. Review and tweak the suggestions
4. Post everywhere with platform-native content

9. Automation Rules

Set up rules to automatically share new content.

Auto-Post on Publish

Configure automatic posting when you publish a new article:

1. Go to Social Workflow → Automation
2. Enable "Auto-post on publish"
3. Select which platforms to post to
4. Customize the default caption template
5. Save your settings

Caption Templates

Use variables in your templates:

New post: {{title}}

{{excerpt}}

Read more: {{url}}

10. Troubleshooting

Common Issues