Productivity
Caption Workflow Automation Checklist
Overview
Provide a checklist for automating research, drafting, and approval loops.
Audit Your Current Workflow
Before you automate anything, map your process end to end. List every touchpoint from ideation to publishing and note who owns each step. Most teams discover duplicated effort in research and approvals.
Assign a time estimate to each task. Anything that takes longer than 10 minutes or involves copy/paste is a candidate for automation through Caption Wizard AI or Zapier.
Core Automations to Implement
These automations save the average social team three hours per week:
- Send trending audio and keyword alerts into Slack every Monday.
- Trigger Caption Wizard AI to draft three post variations when a new brief is added to Airtable.
- Route drafts through an approval workflow that timestamps edits and comments.
- Auto-archive published captions with performance metrics in Notion for future reuse.
Sponsored Placement
Maintaining Quality Control
Automation should elevate—not replace—editorial judgment. Set guardrails with brand voice guides and compliance checklists that live beside your automations.
Review the automation stack quarterly. Retire steps that no longer save time and prioritize enhancements that give strategists more room to ideate.