Social Accounts Configuration Guide (Instagram & LinkedIn)

Connect your Instagram Business accounts and LinkedIn Company Pages to Septra. This guide covers account connection, performance analytics sync, and setting up automated social publishing review workflows.

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1. Overview & Value to Your AI Team

Connecting social accounts provides your AI team (Growth Lead and Social Media Agent) with reach and engagement analytics while unlocking automated content scheduling.

Once connected, your AI team will automatically:

• Monitor follower growth, post reach, impressions, likes, comments, and shares across Instagram and LinkedIn.
• Track post-level engagement rates to determine top-performing content pillars.
• Draft platform-optimized social updates, carousels, and stories matching exact character limits and formatting guidelines.
• Route drafted social posts through human review queues before dispatching to Outstand for scheduling.

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2. Prerequisites Before Connecting

1. Septra Workspace Role: Owner or Admin role in Septra.
2. Account Permissions:
   • Instagram: Instagram Business or Creator account connected to a Facebook Page where you hold Admin or Editor permissions.
   • LinkedIn: Super Admin or Content Admin role on your target LinkedIn Company Page.

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3. Step-by-Step Connection Instructions

Connecting social channels is managed through Septra's integrated Outstand social pipeline.

Step 1: Open Social Media Intelligence

1. Log in to your Septra Workspace.
2. Go to Intelligence → Social Media.
3. Locate Instagram or LinkedIn.
4. Click Add Connector.

Step 2: Outstand Authorization Flow

1. You will be redirected to the secure Outstand social authorization popup.
2. Choose the platform you want to connect (Instagram or LinkedIn).
3. Sign in to your target social account (or Facebook account managing your Instagram Business page).
4. Grant access permissions to manage posts and read page analytics.
5. Click Confirm.

Step 3: Select Pages & Profiles

1. On the profile selection screen, check the specific Instagram accounts or LinkedIn company pages you want to link to your Septra workspace.
2. Click Save & Complete Connection.

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4. Social Publishing Workflow & Human Approval

Septra enforces a human-in-the-loop approval workflow for all social publishing to guarantee brand safety:

Growth Agent drafts social post → Creates "Requires Review" Task 
  → User inspects & approves task in Tasklix 
  → Septra dispatches post to Outstand → Auto-published to Social Channel

1. Agent Draft: Your Growth Lead agent generates platform-specific content (text, image prompts, hashtags).
2. Review Task: A task is created in Tasklix with pending_approval status containing the full post preview.
3. User Approval: When you approve the task, Septra automatically schedules and publishes the post to your connected social channels.
4. Agent Never Direct-Publishes: Agents cannot post directly to your social profiles without human approval.

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5. Data Sync & Status Management

• Automated Daily Analytics Sync: Engagement metrics and follower counts update daily at 10:00 UTC.
• Manual Analytics Sync: Click Sync Now inside Intelligence → [Platform] to update post performance instantly.
• Status Indicators:
  • Connected (Green): Profile linked and active.
  • Error / Disconnected (Red): Token access expired. Click Re-authenticate to sign back in.

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6. Troubleshooting & FAQs

Q: Why isn't my Instagram account showing up in the connection popup?

Instagram accounts must be set to Business or Creator status and linked to an official Facebook Page. Personal Instagram accounts cannot be connected via the API.

Q: How do I disconnect a social profile?

Go to Intelligence → Social Media, select the profile detail page, and click Disconnect Account. This immediately revokes posting and analytics access.