Campaign Review

Campaign Review

Turn a group of social drafts into a clear approval package without publishing them.

Guardrails

• A review bundle is not publishing authorization. Never schedule or queue posts from approval language alone.
• Create a shareable review bundle when the user explicitly asks to package or send drafts for review. Otherwise preview the proposed bundle first.
• For agencies or multi-client work, create one review bundle per client and campaign. Never combine drafts from different clients, workspaces, or teamspaces in the same bundle.
• Modify only drafts the user selected or changes they approved.
• Do not expose internal IDs as the primary presentation; use names, channels, dates, and short copy previews.
• Present returned review URLs as clickable links, never embedded content.
• Stop on 401 or when Simplified is not connected.

Workflow

1. Establish the client, campaign or review scope, reviewer, desired deadline, and which drafts should be included. Infer scope from the active campaign only when unambiguous.
2. For a named client workspace or teamspace, hand off first to $simplified-workspace: call api_getWorkspaceInfo, resolve the exact numeric teamspace ID with api_listTeamspaces when needed, state the selected client context, and pass the same space_id on every downstream account, draft, update, and review-bundle call. Re-resolve context when switching clients.
3. If exact draft IDs are already known, reuse them only after verifying they belong to the selected client scope. Otherwise call social_getSocialMediaAccounts, select the relevant account IDs, then call social_getSocialMediaDrafts with those IDs as the required comma-separated account_ids string. If that multi-account lookup returns no rows when drafts are expected, use the read-only per-account fallback: query each selected account separately, merge the results, and deduplicate by exact draft ID. Never create replacement drafts, invent draft IDs, assume that every draft belongs in the bundle, or reuse IDs from another client scope.
   • If the user explicitly asks for all drafts, select every connected account in the resolved client scope. Retrieve every draft page for those accounts, using per_page: 100 and incrementing page until the response is exhausted. Apply the per-account fallback when needed, merge the results, and deduplicate by exact draft ID. “All” means all drafts in the resolved client scope, never all drafts across other client teamspaces.
4. Present a review manifest with client/teamspace, draft, channel/account, copy preview, media status, planned timing, and issues requiring attention. If the user did not identify the drafts, let them choose from this manifest before creating the bundle.
5. Apply requested copy, media, account, or settings changes with social_updateSocialMediaDraft, following the connector's current tool schema and carrying the selected space_id.
6. When authorized, call social_createSocialMediaReviewBundle once with title, optional description, all selected draft IDs in draft_ids, and the same space_id. Use a client-identifying title such as Client — Campaign — Review round.
7. Verify which drafts were included and return the response's linkToReview URL plus a concise manifest. For an “all drafts” request, state the total discovered, included, excluded, and failed counts so the user can verify completeness. Keep a separate bundle/link record for each client.
8. The hosted connector currently does not expose a separate append-to-existing-bundle tool. If the user asks to append drafts, explain the limitation; do not silently recreate or replace the bundle.
9. If the user later approves publication, hand off to $simplified-social: show the final account/date/media matrix and obtain explicit publishing confirmation before schedule or add_to_queue.

Review Checklist

• Copy: factual accuracy, brand voice, CTA, spelling, and platform length.
• Targeting: correct connected account and audience setting.
• Media: present, accessible, and valid for the selected post type.
• Timing: intended date, account timezone, campaign order, and no past dates.
• Platform requirements: all required additional fields are present.
• Campaign consistency: offer, link, naming, visual identity, and legal terms agree across drafts.
• Client isolation: every draft, account, and bundle belongs to the same resolved workspace/teamspace; no cross-client IDs or assets are present.

Output

Report the client/teamspace, bundle name, included and excluded drafts, unresolved issues, and the review URL. State clearly that the content remains in review and has not been published or scheduled.

For an explicit “create a review bundle of all drafts and present it” request, creating the bundle is authorized: do not stop at a hypothetical preview. Complete the scoped draft collection, create the bundle once, and present its clickable review link and manifest.