Blotato Client Content Calendar Setup (Onboarding)

Blotato Client Content Calendar Setup (Onboarding)

1. 01

   Create a new client workspace in Blotato

   From the dashboard, click 'Add Workspace' and name it after the client. This isolates accounts, credits, and scheduling per client.

2. 02

   Connect client social accounts

   In the workspace, navigate to 'Accounts' and connect up to 9 platforms per client (LinkedIn, TikTok, Instagram, X, YouTube, Threads, Facebook, Reddit, Bluesky). Use OAuth for each.

3. 03

   Define client brand voice and topics

   Go to 'Brand Settings' and input brand guidelines, tone, and up to 5 core topics. This trains the AI to generate on-brand posts.

4. 04

   Select viral templates from the library

   Browse the 'Viral Templates' section and pick 3-5 templates matching the client's industry. Apply them to the workspace to ensure posts follow proven formats.

5. 05

   Generate a batch of posts

   Use the 'AI Generate' feature, selecting a topic and template. Generate 20 posts per platform. Review and edit any that need tweaking.

6. 06

   Build the monthly content calendar

   Drag and drop generated posts onto the calendar view in 'Schedule'. Set posting times based on client's best engagement windows. Aim for 20 posts per platform per month.

7. 07

   Enable auto-publishing and set up n8n workflow

   Toggle 'Auto-Publish' on for each platform. Optionally, create an n8n workflow using Blotato's API to trigger repurposing of new blog posts into social posts automatically.

8. 08

   Review and approve the first week's queue

   In 'Queue', review the first 7 days of scheduled posts. Use the 'Approve All' button or approve individually. Then notify the client that publishing is live.