AutoFlow
Automate your send-outs by setting up one or more AutoFlows, so you can focus on crafting great content while everything else runs automatically.
This feature unlocks:
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Automatically handles everything from content selection to employee distribution — no manual work needed.
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Matches content with employees based on their sources available, and their usergroups, and previously shared content.
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Pulls from your content hub and selects the best-fit content for each user group.
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Sends content through employees’ preferred channels like email, Slack, or Teams for maximum engagement.
As an admin, you can create unlimited flows for different user groups, customize their recurrence, and prioritize content from various sources.
Note: All content will still require editing—such as adding suggested text, tags, and images or videos—just as you're used to
Note:
1. Currently, content selection is based solely on the user’s available content sources. In the future, it will also take into account their individual tags and previously shared content for a more personalized experience.
2. Users must be assigned to the correct user groups and have the appropriate tags applied in order to receive the right content.
Curious to see AutoFlow in action before creating your first flow?
Reach out to your Customer Success Manager or email us at success@sociuu.com
Step-by-step guide - How to create a AutoFlow:
Navigate to AutoFlow in the left side menu.
Here you are able to see your active, disabled, and drafted AutoFlows.
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Click on the Create new Flow button.
After clicking on Create New Flow, you need to give the flow an internal name and select the distribution channel from which you would like the flow to send out.
Afterwards click on Create AutoFlow.
Now, you are in the first step, which is Content Selection.
Next, click on the Add Content Source button to connect content to the flow.
Here, you select the source you wish the content to be selected from.
Note: The source labeled Native includes all published native content. To ensure the right users receive the right content, it's important to tag your native posts accurately.
After selecting your content source, you'll need to configure the settings for the content coming from that source. The first one is the Content Filter:
Published Count = is the amount of content coming from the selected source you would like included in every send-out.
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Published Within = lets you define how recent the content should be. You can specify a time frame in hours, days, weeks, or months. For example, setting it to 2 weeks means the flow will only include content published the last two weeks, excluding anything older.
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​The skip content without message text checkbox, excludes all content without a suggested text added to it.​
Note: Suggested text still needs to be added manually to each piece of content in the Content Hub. However, you can also enable AI on your sources, which will automatically generate suggested text for new content, reducing the need for manual input. See our guide for AI on Sources below here.
You can also use the filter to include all types of content, or narrow it down to only those with images, videos, and other specific media formats.
Next, you'll define how the flow should select content, either randomly or based on each content's published or created date.
Lastly, for the content selection setting, you need to tell the flow what to do when a user has shared a content before.
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Exclude content the user has already shared: This means the send-out will exclude any content the individual user has already shared before.
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Include content the user has received, but hasn't shared yet: This will include content the user has previously received but hasn’t shared yet.
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Include all content, even if the user has already shared: The flow will include all available content for the user, even if they have shared it before.
By clicking the Employees tab, you can view all users included in the flow. Once you're satisfied with the settings for this source, simply click Add Source to continue.
If you’d like to add more than one source to your flow, simply repeat the steps above. In the example below, I’ve added two additional sources to my flow.
Order Content in Message:
Arrange the order in which the content is shown in the send-outs. You can either have it set to random, or by published date, created date, or updated date.
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Published date: is when the piece of content has been published on the source, such as LinkedIn or an article from your website.
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Created date: is when the piece of content has been created within Sociuu, such as the native content.
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Updated date: is when you, as an admin, have "managed" and clicked on "save" for a particular piece of content.
Message:
Here you can write whatever message you'd like the email send outs to include in the beginning of the email, and in the end.
The AutoFlow Content Block is just to illustrate for you where these message boxes will be shown in the end result. You can even send yourself a preview email of what these message boxes will look like, or use the preview button to see it in the platform.
Recurrence:
Here you set how often it should repeat, and on which day of the week it should do the send-outs.
You can also set the hour of the day, and the time zone.
Note: The content selection will start 24 hours before sending time.
Distribution:
Here, you can set the rules for how the emails should be distributed among your users.
By selecting the first one, Send All, all emails will be sent out at the scheduled time set a the previous step, Recurrence.
The second option is Rate-based Distribution. This option sends out a small fixed number of emails, and you can determine how many emails it should be, and if it should be per hour or per day.
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The last and third option is Time-based Distributions. This sends all emails over the specific time frame you have set.
Notification:
Here, you can enable notifications for your flow, allowing you as an admin to receive two notification emails.
First email is sent when the content selection begins, which is 24 hours before the send time.
Second email when all the messages has been generated and queued for delivery.
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By enabling notifications, you will then have to select which admin(s) should receive these notification emails.
Disabling an AutoFlow
If you want to disable an AutoFlow that’s already active, please keep the following in mind:
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AutoFlow begins preparing content 24 hours before the scheduled send time (this is called the grace period).
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If you disable AutoFlow during this grace period, the content selection has already started, and emails are already being queued for delivery.
Example:
If your AutoFlow is scheduled to send every Thursday at 10:00 AM, you must disable it before Wednesday at 10:00 AM.
If you disable it after that point, AutoFlow will already be preparing and queuing the content for sendout.
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Important: If you accidentally disable an AutoFlow during the grace period and want to stop the queued sendout, please contact your Sociuu Customer Success contact or email us at success@sociuu.com.
AutoFlow - Statistics
AutoFlow has it own statistics overview page. In the "Active AutoFlows" or "Disabled AutoFlows" you can then click on the title of the AutoFlow to access the individual flows statistics overview.
Here you can view the lifetime statistics of this individual AutoFlow, including user activity and key details about the email runs that have been executed. You can also see which social networks the activities take place on.
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Additionally, you’ll find an overview of the AutoFlow’s run history, allowing you to track its development over time and even export the data for further analysis.
