Build a Social Media Operating System in monday.com

From idea to review to publish to performance — build a complete, automated content system with 5 boards, 12 automations, and a reporting layer.

Social media is not a marketing problem. It's an operations problem.

This tutorial walks you step-by-step through building a complete, automated content system in monday.com that supports:

X, YouTube, Shorts, Blog, Instagram, LinkedIn, TikTok, Facebook, and Facebook Video.

You'll build:

System Flow

Social Media System Flow
Social Media System Flow


STEP 1 — Create the Ideas Board

Board name: [IDEAS] Content Ideas

Columns

Name Type
Content Idea Item name
Platform Dropdown
Content Type Dropdown
Theme Dropdown
Priority Status
Owner People
Status Status (New, Approved, Rejected)

Automations on [IDEAS]

Automation 1 — Promote idea to production

Recipe:
When status changes to Approved → create an item in board [PROD] Content Production and connect them

Automation 2 — Set ownership

Recipe:
When item is created → set Owner to person who created item


STEP 2 — Create the Production Board

Board name: [PROD] Content Production

Columns

Name Type
Content Title Item
Platform Dropdown
Content Type Dropdown
Draft Long Text
Assets Files
Owner People
Due Date Date
Status Status (Writing, Filming, Editing, Ready for Review)

Automations on [PROD]

Automation 3 — Send to review

Recipe:
When status changes to Ready for Review → create item in board [REVIEW] Content Review and connect them

Automation 4 — Notify reviewer

Recipe:
When status changes to Ready for Review → notify Reviewer "New content ready for review"


STEP 3 — Create the Review Board

Board name: [REVIEW] Content Review

Columns

Name Type
Content Connect Boards (to PROD)
Reviewer People
Feedback Long Text
Status Status (Pending, Changes Requested, Approved, Rejected)

Automations on [REVIEW]

Automation 5 — Notify changes

Recipe:
When status changes to Changes Requested → notify Owner in connected board

Automation 6 — Approve to publish

Recipe:
When status changes to Approved → create item in board [PUBLISH] Scheduling and connect them


STEP 4 — Create the Publishing Board

Board name: [PUBLISH] Scheduling

Columns

Name Type
Content Connect Boards (to PROD)
Platform Dropdown
Scheduled Date Date
Scheduled Time Time
Publishing Status Status (Scheduled, Published, Failed)
Post URL Link

Automations on [PUBLISH]

Automation 7 — Send to scheduler

Recipe:
When Publishing Status changes to Scheduled → trigger webhook / integration (Make, Zapier)

Automation 8 — Notify failures

Recipe:
When Publishing Status changes to Failed → notify Owner

Automation 9 — Promote to performance

Recipe:
When Publishing Status changes to Published → create item in board [PERF] Content Performance and connect them


STEP 5 — Create the Performance Board

Board name: [PERF] Content Performance

Columns

Name Type
Content Connect Boards (to PROD)
Platform Dropdown
Publish Date Date
Views Numbers
Likes Numbers
Comments Numbers
Shares Numbers
Engagement Rate Formula

Formula example:

text( {Likes} + {Comments} + {Shares} ) / {Views}

Automations on [PERF]

Automation 10 — Archive low performers

Recipe:
When Engagement Rate is less than 0.02 → set Status to Archived

(optional)


Platform Dropdown Values

Use the same list everywhere:


Dashboards

Content Ops Dashboard

Performance Dashboard


Scaling

Scenario Adjustment
Solo creator Merge REVIEW into PROD
Small team As-is
Agency Duplicate per client workspace
Enterprise Add Portfolio layer

Final Checklist


Summary

You didn't build a content calendar.

You built a content operating system.

And now it scales.

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Written by Rick Apichairuk

Founder, Monday Expert

Systems designer focused on building clear, scalable Monday.com architectures. Writes about board design, data modeling, and operational patterns used in real teams.

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