Quick start
This quick start takes a new team through one small, complete workflow. The goal is not to configure every feature; it is to prove that the organization context, connection, content, media, validation, and delivery path work together.
On this page
Before you begin
Choose one real organization and one social account you are authorized to manage. Keep the first workflow small so every stage can be checked clearly.
- An active ReachFlow account with permission to create or manage an organization.
- Accurate brand information, audience, voice, and approved source material.
- Access to a supported social account with the provider's required account type and permissions.
- One simple content goal and an approved media asset or visual direction.
- A safe test date and time for scheduling or publishing.
Complete the first workflow
Work through the steps in order. Do not continue past a failed connection or readiness check.
- 01Sign in to ReachFlow and create or select the correct organization.
- 02Complete the organization profile and confirm its business context.
- 03Prepare the AI Brain with audience, voice, goals, approved knowledge, and visual direction.
- 04Connect one supported social account and approve only the permissions required for the workflow.
- 05Create a direct draft or a schedule for one platform, date, and time.
- 06Generate or write the content, then review the wording, claims, hashtags, and destination.
- 07Attach suitable media and confirm that it meets the selected provider's requirements.
- 08Run readiness validation and correct every blocking issue.
- 09Schedule or publish with explicit approval.
- 10Return to ReachFlow activity or schedule status and confirm the final result.
Review before publishing
A readiness check verifies technical conditions, but the human reviewer remains responsible for the meaning and appropriateness of the final post.
- The correct organization and provider identity are selected.
- The message matches the approved brand voice and current source knowledge.
- Claims, links, dates, prices, and calls to action are accurate.
- The media belongs to the organization and is permitted for this use.
- The post is appropriate for the selected platform and audience.
- The schedule uses the intended timezone, date, and time.
Confirm the result
After scheduling, confirm that the item appears at the intended time with the expected destination and status. After publishing, confirm that ReachFlow records success or clearly reports any provider error requiring attention.
If the workflow fails, preserve the visible error context, check the connection and provider requirements, correct the blocking condition, and retry only when the state is understood.
Scale only after the first success
Once one workflow succeeds, add the next channel, reusable schedule, additional team member, or MCP connection gradually. This makes permission, content, and provider problems easier to isolate.