How to use Socially

🪄 Step 1: Your Social Media Board

The foundation of Socially is your Social Media board.

• If you don’t have one yet: Use the ready-made template included with the app to create a new calendar board.
• If you already have one: Simply integrate the app with your existing social media board.

👉 Either way, this board will serve as your starting point for planning and scheduling content.

Your board should include two essential columns:

1. Social Media Accounts — where you select the account(s) to publish content to.
2. Social Media Content — where you upload your post, video, or reel.

If you don’t see these columns:

1. Click the ➕ icon to add a new column.
2. Search for Social columns and add the relevant ones.

🔗 Step 2: Select Your Social Media Accounts

Once the Social Media Accounts column is visible:

1. Click the dropdown inside a cell to see your connected accounts.
2. Choose the account you want to post to.
3. If you don’t see your account listed, click the ➕ button inside the cell to connect a new account.

You can connect multiple social media accounts — Instagram, Facebook, LinkedIn, and more.

📸 Step 4: Upload Your Content

Now it’s time to add your post!

1. Click inside the Social Media Content cell.
2. An upload interface will appear — select a post, story, or reel.
3. Add a caption or description if you’d like.

🧠 Tip:

If your content isn’t compatible with the platform (e.g., wrong image size for Instagram), you’ll receive a notification before saving.

Once saved, you’ll see a small content chip in the cell — confirming your post is ready to be published.

⚙️ Step 5: Automate Your Posting

To put your posting on autopilot:

1. Click Integrate at the top of your board.
2. Find "Socially" integration
3. Choose an automation such as:

• • “When status changes, upload story to Instagram.”
  • “When date arrives, post social media content to account.”

Set your desired triggers, and you’re done!

🎉 Your social media calendar is now fully automated.

By now, you should have:

• A content calendar board
• Connected social media accounts
• Uploaded posts, videos, or reels
• Added automations to publish content automatically

You’re all set to manage and schedule your entire social media workflow — directly from monday.com.

Updated on: 10/11/2025