Bolta Review Approve And Route

Goal

Move posts from Inbox → Approved, optionally → Scheduled, based on workspace governance and scheduling preferences.

Which Agent Types Use This

• reviewer — Primary use case (human-guided approvals or auto-approvals after triage)
• custom — User-defined agents with approval permissions

Hard Rules

1. Must have Editor or Admin role (only these roles can approve).
2. Scheduling requires additional permission (posts:schedule capability).
3. Never publish directly — this skill routes to approved or scheduled, NOT published.
4. Respect per-post metadata:
   • If post has suggested_time in metadata, use it (unless overridden)
   • If post has do_not_schedule flag, skip scheduling even if requested
5. If Safe Mode ON: scheduling is separate action after approval.
6. If Safe Mode OFF: approval can include scheduling in one step.

Steps

1. Check policy & capabilities

• bolta.get_workspace_policy(workspace_id) → extract safe_mode
• bolta.get_my_capabilities(workspace_id) → verify review:approve and posts:schedule
• If missing review:approve: fail immediately (unauthorized)

2. Load post metadata

• For each post_id:
  • bolta.get_inbox_item(post_id) → fetch post content, current state, suggested_time, metadata
  • Verify state is inbox (can't approve what's not in inbox)
  • Extract suggested_time from metadata if present

3. Approve posts (Inbox → Approved)

• For each post_id:
  • bolta.approve_post(post_id)
    • On success: post transitions to approved state
    • Add to approved_ids
    • If agent_id provided: add comment bolta.add_comment(post_id, "Approved by {agent.name}")
  • On failure (permission denied, invalid state):
    • Add to failed array with reason
    • Continue with remaining posts

4. Route to Scheduled (if requested)

If schedule_mode == "approve_only":

• Stop here. Posts remain in approved state.
• Human can schedule them later manually.
• final_states[post_id] = "approved"

If schedule_mode == "use_suggested_time":

• For each approved post:
  • If post has suggested_time in metadata:
    • Validate time (must be future, > now + 5 minutes)
    • bolta.schedule_post(post_id, suggested_time)
    • On success: add to scheduled_ids, final_states[post_id] = "scheduled"
    • On failure: add to failed, post remains approved
  • Else (no suggested_time):
    • Add warning: "No suggested_time, post remains approved"
    • final_states[post_id] = "approved"

If schedule_mode == "set_fixed_time":

• Requires fixed_time parameter
• For each approved post:
  • bolta.schedule_post(post_id, fixed_time)
  • On success: add to scheduled_ids
  • On failure: add to failed, post remains approved

If schedule_mode == "use_agent_memory":

• Requires agent_id
• bolta.recall(agent_id, "best_posting_times") → get learned optimal times
• For each approved post (index i):
  • Pick schedule time from agent memory
  • bolta.schedule_post(post_id, calculated_time)
  • On success: add to scheduled_ids
  • On failure: add to failed, post remains approved

If schedule_times array provided:

• Must match length of post_ids
• For each post (index i):
  • bolta.schedule_post(post_ids[i], schedule_times[i])
  • On success: add to scheduled_ids
  • On failure: add to failed, post remains approved

5. Handle scheduling failures gracefully

• If platform API fails (Twitter down, account disconnected):
  • Post remains in approved state
  • Add to failed with specific error
  • Don't revert approval (human can retry scheduling later)
• If schedule time invalid (past, too soon):
  • Add to failed with validation error
  • Post remains approved

6. Update agent memory (if agent context)

• If agent_id provided:
  • bolta.remember(agent_id, "last_approval_batch_size", post_ids.length)
  • bolta.remember(agent_id, "approval_success_rate", success_count / total_count)
  • If scheduling used: bolta.remember(agent_id, "scheduled_times_used", schedule_times)

Output

{
  "approved_ids": ["uuid1", "uuid2", "uuid3"],
  "scheduled_ids": ["uuid1", "uuid2"],
  "failed": [
    {
      "post_id": "uuid3",
      "reason": "Platform API error: Twitter rate limit exceeded",
      "recoverable": true
    }
  ],
  "final_states": {
    "uuid1": "scheduled",
    "uuid2": "scheduled",
    "uuid3": "approved"
  }
}

Failure Handling

• Partial approval failure: If some posts fail to approve, continue with others.
• Partial scheduling failure: If some fail to schedule, others still succeed.
• Never revert approvals: Once approved, post stays approved even if scheduling fails.
• Bulk operation resilience: One failure doesn't block the batch.

V2 Agent Context

When agents use this skill:

Reviewer agent reasoning:

"I triaged 8 inbox items and identified 5 as ready to approve. I'll approve them with schedule_mode=use_agent_memory to use the posting times I've learned perform best."

Key workflow:

1. bolta.inbox.triage → identify ready items
2. bolta.review.approve_and_route → approve + schedule
3. bolta.remember → store approval patterns

Example Use Cases

Scenario 1: Human Manual Approval (No Scheduling)

{
  "workspace_id": "uuid",
  "post_ids": ["uuid1", "uuid2", "uuid3"],
  "schedule_mode": "approve_only"
}

Result: 3 posts → approved state, human schedules them later

Scenario 2: Bulk Approve & Schedule with Suggested Times

{
  "workspace_id": "uuid",
  "post_ids": ["uuid1", "uuid2", "uuid3"],
  "schedule_mode": "use_suggested_time"
}

Result: 3 posts approved → scheduled using each post's suggested_time metadata

Scenario 3: Reviewer Agent Auto-Approval

• Reviewer agent runs bolta.inbox.triage
• Identifies 8 posts as "ready to approve" (high confidence)
• Calls this skill with those 8 post_ids + schedule_mode: use_agent_memory
• Agent uses learned optimal posting times
• 8 posts → approved → scheduled
• Human reviews retrospectively

Scenario 4: Agency Bulk Scheduling

• Agency approves 20 client posts
• Wants them all to go out at 10am tomorrow
• schedule_mode: set_fixed_time, fixed_time: "2026-02-21T10:00:00Z"
• 20 posts → approved → scheduled for same time

Scenario 5: Partial Failure Recovery

• Approve 5 posts, schedule 5
• 2 scheduling calls fail (Twitter API down)
• Output: 5 approved, 3 scheduled, 2 failed (but still approved)
• Human can retry scheduling the 2 later when Twitter is back

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