| name | campaign-review |
| description | Prepare Simplified social drafts for client, stakeholder, or team review and manage approval-ready revisions. Use when the user asks to package selected or all drafts for approval, create and present a social review link or review bundle, collect a campaign for client review, inspect draft status, revise selected drafts, or prepare approved content for a later publishing step. |
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
- 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.
- 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.
- 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.
- 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.
- Apply requested copy, media, account, or settings changes with
social_updateSocialMediaDraft, following the connector's current tool schema
and carrying the selected space_id.
- 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.
- 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.
- 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.
- 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.