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Review & Automation

The approval queue — every AI-generated post, automation-drafted reply, or scheduled item that needs your sign-off lands here.

What Review & Automation is for

Aidelly can draft a lot on your behalf — AI captions, inbox replies, automation outputs, scheduled-content suggestions. You don't want any of that going live without a human looking at it (at least until you trust the output).

Review & Automation is the single place that waiting work piles up. Items arrive from:

  1. Content automations — recurring rules that generate posts (e.g. "Every Monday, draft 3 LinkedIn posts about industry news").
  2. Inbox automations — rules that draft replies for matching incoming messages but require approval before sending.
  3. AI suggestions — from Chat, Repurpose, Idea Board polish, Creator Clone strategy fills.
  4. Manual drafts sent to review by a teammate.

This guide walks you through:

  1. Reading the queue
  2. Approving and editing individual items
  3. Rejecting with a clear reason
  4. Bulk actions for batches
  5. Tuning rules when the same kind of item keeps getting rejected

Before you start

  • Connect at least one social account so approved posts can ship.
  • Set up at least one automation (see Inbox Automations) so the queue has something in it.

Step 1 — Open Review

  1. In the left sidebar, click ✅ Review (the badge shows the unreviewed count).
  2. The page shows the queue: each row is one waiting item.
  3. Filters along the top: by source (content automation / inbox automation / manual), by platform, by date.

Step 2 — Triage one item

  1. Click any row to open the detail panel on the right.
  2. The panel shows:
    • The drafted content (caption, media, platform)
    • The source (which rule or who created it)
    • The proposed action (publish at X time / send reply to Y)
    • Edit affordances
  3. Review the content carefully. AI drafts get most things right, but the wrong tone can slip through.

Step 3 — Approve

If it looks good as-is:

  1. Click Approve.
  2. The action happens immediately:
    • Scheduled posts → moved to scheduled in the calendar.
    • Inbox replies → sent to the platform.
    • Drafts → moved out of the queue to the appropriate destination.
  3. The row disappears from the queue.

Step 4 — Edit then approve

If it mostly works but needs tweaks:

  1. Edit the caption directly in the detail panel.
  2. Swap media if needed.
  3. Adjust the scheduled time.
  4. Click Approve.
  5. The edited version goes live.

Your edits feed Brand Memory. Aidelly learns from approve/edit patterns — over time, AI drafts move closer to what you'd write.

Step 5 — Reject

If the draft isn't usable:

  1. Click Reject at the bottom of the detail panel.
  2. Pick or type a reason: Off-brand, Incorrect facts, Wrong platform, Timing wrong, Other.
  3. Click Confirm.
  4. The item is removed from the queue.
  5. The reason feeds back into the source rule's tuning (so the next draft is better).

Step 6 — Bulk-approve a tight group

When 10 similar items are waiting and you've already approved 3 that all looked good:

  1. Click Select at the top of the queue.
  2. Use filters to narrow to a consistent set (same source rule, same platform).
  3. Tick the rows to approve together.
  4. Click Approve selected.
  5. All ship in the same operation.

Safety tip: only bulk-approve items from the same rule, same platform, and similar pattern. A bulk approve across mixed items is how off-brand stuff sneaks out.

Step 7 — Tune the rule when rejections pile up

If you keep rejecting items from the same source:

  1. Note the source rule name on each rejected item.
  2. Open Automations (Inbox tab) and find that rule.
  3. Adjust the trigger or the response template.
  4. Or switch the rule to paused while you redesign it.

Step 8 — Configure approval requirements

You can change which sources require review:

  1. Open the source automation (Inbox Automations or Content Automations).
  2. Toggle Require approval.
  3. Off = items go straight to action. On = items land in Review first.
  4. Recommended: leave new rules ON for a week, watch them, switch to OFF only when you trust the output.

Common pitfalls

  • The queue feels endless. Start with the oldest items and approve in bulk where safe. If a rule is generating too much, pause it temporarily.
  • An approval failed. The item shows the error in the row (e.g. "Account disconnected"). Fix the underlying issue and re-approve.
  • I approved by accident. For inbox replies you can't unsend. For scheduled posts you can still open the calendar and cancel before they ship.
  • Bulk approve picked up items I didn't expect. Always confirm the selection count matches what you intend before clicking the bulk button.

What to do next

Tasks

Plan and track the work behind your marketing — create assignable, due-dated tasks, organize them as a list or kanban board, set recurring reminders, and act on Aidelly-suggested next steps.

Team Approvals

Flip a workspace switch and every member-submitted post lands in an owner/admin approval queue, with a reject-with-reason flow and a full audit trail.