Accounts, contacts and pipeline, in one system.
Schedule, publish, engage, and report across every social channel
Explore the specification
- APP-84393 PST-74048 530
- APP-69157 PST-45081 410
- APP-78710 PST-76091 360
- APP-77982 PST-66279 20
- APP-67342 PST-27330 680
- Post
- PST-74048
- ApprovalStep
- 530
- ApprovalType
- Brand
- Status
- Pending
- Comments
- CMM-319
| Post Number | Title | Scheduled For | Failure Reason | Retry Count |
|---|---|---|---|---|
| PST-69926 | Failed pst-844 | 29 Sep | Failed pst-154 | 5 |
| PST-28420 | Failed pst-105 | 26 Sep | Failed pst-593 | 37 |
| PST-50376 | Failed pst-789 | 27 Sep | Failed pst-659 | 19 |
| PST-82106 | Failed pst-340 | 12 Sep | Failed pst-397 | 33 |
| PST-39294 | Failed pst-748 | 08 Sep | Failed pst-782 | 20 |
| PST-52073 | Failed pst-258 | 06 Sep | Failed pst-252 | 12 |
| Message Number | Social Account | Channel | Author Handle | Message Type |
|---|---|---|---|---|
| IM-78356 | SA-110 | TwitterX | AH-316 | DirectMessage |
| IM-84265 | SA-110 | AH-118 | Comment | |
| IM-73166 | SA-130 | AH-879 | Reply | |
| IM-24501 | SA-120 | AH-576 | ReviewQuestion | |
| IM-17133 | SA-110 | TikTok | AH-752 | DirectMessage |
| IM-51933 | SA-110 | YouTube | AH-404 | Comment |
| Message Number | Social Account | Assigned To | Received At | Assigned At |
|---|---|---|---|---|
| IM-65138 | SA-110 | VN | 16 Sep | 19 Sep |
| IM-48760 | SA-110 | BR | 03 Sep | 12 Sep |
| IM-96632 | SA-120 | PK | 06 Sep | 08 Sep |
| IM-12761 | SA-120 | GD | 12 Sep | 17 Sep |
| IM-43129 | SA-120 | EE | 03 Sep | 11 Sep |
| IM-66978 | SA-120 | YZ | 10 Sep | 12 Sep |
| Competitor Account | Body | Published At | Likes Observed | Shares Observed |
|---|---|---|---|---|
| CA-110 | BDY-513 | 14 Sep | 860 | 20 |
| CA-130 | BDY-811 | 10 Sep | 540 | 20 |
| CA-110 | BDY-613 | 17 Sep | 690 | 620 |
| CA-150 | BDY-716 | 17 Sep | 720 | 130 |
| CA-130 | BDY-705 | 11 Sep | 950 | 670 |
| CA-110 | BDY-345 | 12 Sep | 60 | 830 |
| Mention Number | Social Account | Channel | Author Handle | Raw Text |
|---|---|---|---|---|
| MNT-46774 | SA-130 | TwitterX | AH-142 | RT-172 |
| MNT-41626 | SA-120 | AH-799 | RT-674 | |
| MNT-62142 | SA-110 | AH-970 | RT-787 | |
| MNT-68981 | SA-110 | AH-407 | RT-400 | |
| MNT-49821 | SA-130 | TikTok | AH-252 | RT-727 |
| MNT-93503 | SA-110 | YouTube | AH-631 | RT-940 |
| Post | sum | sum | sum | sum |
|---|---|---|---|---|
| PST-25103 | 44 | 9 | 27 | 47 |
| PST-15294 | 34 | 41 | 18 | 33 |
| PST-40403 | 39 | 38 | 21 | 17 |
| PST-45313 | 43 | 40 | 46 | 9 |
| PST-64866 | 18 | 18 | 26 | 31 |
| PST-10134 | 36 | 16 | 27 | 39 |
| Account Code | Channel | Account Handle | Status | Token Expires At |
|---|---|---|---|---|
| AC-550 | TwitterX | AH-847 | PendingConnect | 17 Sep |
| AC-304 | AH-729 | Connected | 22 Sep | |
| AC-859 | AH-341 | RefreshNeeded | 28 Sep | |
| AC-435 | AH-830 | Suspended | 07 Sep | |
| AC-942 | TikTok | AH-756 | Disconnected | 23 Sep |
| AC-951 | YouTube | AH-918 | PendingConnect | 11 Sep |
Illustrative records generated from the specification. Explore the views to inspect the planned operating model.
Built for your team.
Sales leaders who need a pipeline the whole team keeps honest.
- Defined tables
- 23
- Operational views
- 12
- Defined roles
- 6
- Reports
- 8
Defined in the planned system specification.
What’s inside.
Schedule, publish, engage, and report across every social channel
Accounts
Companies, sites and ownership
Contacts
People, roles and consent
Pipeline
Stages, probability and next steps
Quotes
Priced proposals with approval
Activities
Calls, meetings, email and tasks
Forecast
Commit, best case and quota
- 01Lead
- 02Qualify
- 03Proposal
- 04Negotiate
- 05Won
Built for your team
Marketing Manager
Owns the social function end-to-end. Sole authority to launch Campaigns, override Post schedules, override RoutingRules assignments, and act on crisis-detection alerts. Reviews analytics and reports up.
Content Creator
Drafts Posts, manages ContentLibrary, builds Campaigns. Cannot publish without an Approver in the chain.
Community Manager
Works the social Inbox. Replies to Mentions and InboxMessages, escalates to Marketing Manager when needed.
Approver
Legal, brand, or executive sign-off on Posts. Acts only on Approvals rows assigned to self. Read-only on the underlying Post until decision.
Viewer
Analyst or executive. Read-only on analytics surfaces. Cannot see Inbox content beyond aggregate counts.
Reports and dashboards
Explore what each report measures and the records behind it.
Campaign Performance
Per Campaign: Posts published, Impressions, Reach, Engagements, Clicks, Conversions, vs. GoalValue. Drills into Channel × Post grain with EngagementRate and click-through. The Marketing Manager's primary readout against committed goals.
Channel Performance
Aggregated metrics by Channel × SocialAccount × Period (week / month / quarter): post volume, average EngagementRate, reach growth, follower delta. Compares Twitter/X vs. LinkedIn vs. Instagram side-by-side and surfaces declining channels for reallocation.
Top Posts
Closed period leaderboard of individual Posts ranked by Engagements, Reach, and Conversions, with author, campaign, and content tag breakdowns. Used to identify what worked for the next content brief.
Inbox Response Performance
Per Community Manager and per Channel: messages handled, average first-response time, SLA-breach rate, sentiment mix of handled messages. Coaching report and load-balancing surface.
Sentiment Trend
Daily and weekly Mentions volume split by Sentiment (Positive / Neutral / Negative / Mixed), with month-over-month delta and a trailing-90-day trend line. Highlights brand-health shifts and feeds the crisis-detection threshold tuning.
Approval Throughput
Per Approver and per ApprovalType: Approvals decided in period, average decision latency from Submitted, rejection rate, top rejection reasons. Surfaces approval bottlenecks blocking the publish pipeline.
Competitor Benchmark
Per CompetitorAccount × Channel: post volume vs. our volume, average observed Engagements vs. our average, share-of-voice on common ContentTags themes. Trailing 30 / 60 / 90 days windows.
Best Time to Post
Engagements per Post by Channel × DayOfWeek × HourOfDay over a trailing 90 days, with median EngagementRate per cell. Drives the scheduling recommendation surfaced at compose time.
One connected workspace
Aggregated metrics by Channel × SocialAccount × Period (week / month / quarter): post volume, average EngagementRate, reach growth, follower delta. Compares Twitter/X vs. LinkedIn vs. Instagram side-by-side and surfaces declining channels for reallocation.
| Account Code | Channel | Account Handle | Status | Token Expires At |
|---|---|---|---|---|
| AC-550 | TwitterX | AH-847 | PendingConnect | 17 Sep |
| AC-304 | AH-729 | Connected | 22 Sep | |
| AC-859 | AH-341 | RefreshNeeded | 28 Sep | |
| AC-435 | AH-830 | Suspended | 07 Sep |
- PendingConnect
- Connected
- RefreshNeeded
- Suspended
- Disconnected
- AccountCode
- AC-550
- Channel
- TwitterX
- AccountHandle
- AH-847
- TokenExpiresAt
- 17 Sep
- LastHealthCheckAt
- 26 Sep
owner Marketing Manager
Go from the big picture to the details behind it. Open any record to see its status, owner and history.
Illustrative records. Connections follow the authored specification.
Controls and automation
System checks
scheduled-post-publish — scheduleTrigger every minute → publishes Posts where ScheduledFor <= now AND Status = Approved across PostChannelTargets.
approval-routing-on-submit — appEventTrigger on Posts.Status: Draft → Submitted → seeds Approvals chain, emails first Approver.
mention-ingest — webhookTrigger from each channel's mentions / keyword webhook → creates Mentions rows.
inbox-auto-assign — appEventTrigger on Mentions.record.created AND InboxMessages.record.created → matches RoutingRules in Priority order, sets AssignedTo and snapshots SLAMinutes.
sentiment-classification — appEventTrigger on Mentions.record.created AND InboxMessages.record.created → AI sentiment API, writes Sentiment and SentimentScore.
crisis-detection — scheduleTrigger every 15 minutes → counts Negative Mentions per SocialAccount in trailing 60 minutes, emails Marketing Manager when above CrisisThreshold.
analytics-rollup — scheduleTrigger nightly at 02:00 → aggregates Engagements + channel API metrics into PostAnalytics rows per Post per Channel per Date.
competitor-content-watch — scheduleTrigger hourly → polls CompetitorAccounts APIs, creates CompetitorPosts rows.
link-shortening-on-publish — appEventTrigger on Posts.Status: Submitted → Approved → wraps outbound URLs through the link shortener with the linked Campaign's UTM parameters, rewrites Body.
failed-publish-retry — appEventTrigger on Posts.Status → Failed → retries with exponential backoff (60s, 300s, 900s), holds and emails Marketing Manager after 3 attempts. Integrations: inbound from Twitter/X, Facebook Pages, Instagram Business, LinkedIn Pages, TikTok Business, and YouTube (publish APIs, mentions / keyword webhooks, comment / DM webhooks, metrics APIs). Outbound to the same channel APIs for publish and reply, to the link-shortener service, to the AI sentiment API, to the document store for media, and to email for approval requests, SLA-breach alerts, failed-publish notifications, and crisis-detection alerts. Cross-app outbound to crm-leads for qualified Mentions that look like inbound prospects (those rows are pushed; lead de-duplication and routing are not owned here).
Make it work your way.
Use Proto to configure this system for your business. Review fields, rules and approvals before releasing changes.
Previews contain illustrative data from the system specification.