> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://getsocially.pioneera.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to use Socially


${youtube}[How to Use Socially](0B20O71g0P0)



## 🪄 Step 1: Your Social Media Board

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/c/f/a9cf6ce4d2708000/screenshot-2025-11-10-at-11444_15leruj.png =594xauto)
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

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/c/f/a9cf6ce4d2708000/screenshot-2025-11-10-at-11502_1fwdfj3.png =577xauto)


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

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/c/f/a9cf6ce4d2708000/screenshot-2025-11-10-at-11531_z40dg3.png =741xauto)


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

![](https://storage.crisp.chat/users/helpdesk/website/-/a/9/c/f/a9cf6ce4d2708000/screenshot-2025-11-10-at-12580_95opiz.png =545xauto)


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.