Step by step

From zero to
published in minutes.

No training sessions. No onboarding calls. YuktiOS is built so any agency team member can be up and running — and posting for clients — within the hour.

Step 01
Add your client
Create a workspace, connect Facebook Page & Instagram
Step 02
Build content & briefs
Write posts manually or use Content Briefs to generate captions
Step 03
Client reviews & approves
One tap on mobile — auto reminders if they don't respond
Step 04
Publish & report
Posts go live automatically. PDF reports email every month
Step 01
Client Setup

Add a client workspace in under 5 minutes

Every client workspace lives inside one unified dashboard. There is no switching — just select the client workspace you want. All posts, tasks, analytics, and documents for every client are managed from one place.

What you do in this step

Create a workspace

Name it after the client. Choose their industry category for better caption targeting later. Takes 30 seconds.

Connect Facebook Page

Enter your Facebook Page credentials directly in YuktiOS. Credentials are encrypted and stored securely — protected by our PIN-based safety layer so only the admin can access them.

Connect Instagram Business

Add your Instagram Business credentials separately in the setup guide. Must be a Business or Creator account. Only the admin can view or modify credentials — protected by the same PIN-based security layer.

Set language & invite team

Set the client's primary language (Tamil, Hindi, Marathi, English) directly in the workspace — this automatically pre-fills the language field in every Content Brief for that client. Then invite team members with role-based access. Admin sees everything; members work within their assigned scope.

✓ FB Page connected ✓ IG Business connected ✓ Team invited ✓ Under 5 min ✓ Language pre-set
Workspaces
L
Lemonade Co.
FB + IG · 3 members
Active
T
TechBrands
IG only · 2 members
Active
G
Green Eats
FB + IG · Setting up
Setup
Add new workspace
Platform connections — Lemonade Co.
Facebook
Connected ✓
Instagram
Connected ✓
Team — Lemonade Co.
A
Admin
Full access
Owner
R
Riya
Content strategist
Member
K
Karan
Designer
Member
Language set: Tamil + English
?
Do I need to give my client's Facebook password?
Never. Credentials are entered directly in YuktiOS and encrypted at rest. Access is protected by a PIN-based safety layer — only the admin can view or modify platform connections.
?
Can I manage multiple clients at once?
Yes. All client workspaces live in one dashboard — no switching accounts. Just select the client you want. Each workspace has its own posts, tasks, analytics, and Doc Vault.
?
What if a client only has Facebook, not Instagram?
Totally fine — connect just what they have. Posts can be scheduled for one or both platforms independently.
?
How many team members can I add?
Unlimited team members — no per-seat pricing ever. The base plan (₹5,999/mo) covers 3 client workspaces. Additional workspaces are ₹999/mo each.

Workspace ready — now create your first posts

With the client workspace set up and platforms connected, you can start building the content calendar immediately.

Content Brief
Niche
Food & Beverage
Tone
Friendly, Bold
Language
Tamil + English
Goal
Drive footfall
"Weekend special at its best 🍛 Visit us Saturday for exclusive combos starting at just ₹99! Come hungry, leave happy. #weekendspecial #foodlovers"
Content Calendar — July
MTWTFSS 2 3 4 5 6 7
20
Drafts per brief
Session
Draft storage
1-click
To scheduler
Step 02
Content Creation

Write manually or generate captions from a brief

Two ways to fill your content calendar. Write posts directly with full control over copy and hashtags, or use Content Briefs — define the niche, tone, language, and goal and get captions ready to push to the scheduler in one click.

Two creation modes

Manual post creation

Full editor with caption, hashtags, image/video upload, and platform-specific preview for Facebook and Instagram side by side.

Content Briefs

Fill in niche, tone, language, and goal. The language pre-fills from the workspace setting — just review and generate. Captions are sent straight to the scheduler. Supports Tamil, Hindi, Marathi, and English, with more regional languages on the roadmap.

Schedule or save as draft

Pick exact date and time. Posts can target both platforms simultaneously or each independently. Drafts stay saved until ready.

Send for approval

Once the post is ready, send it directly to the client for review. They get a push notification on mobile.

✓ Manual editor ✓ Content Briefs ✓ Platform preview ✓ Tamil / Hindi / Marathi / English
?
Can I schedule the same post for both FB and IG?
Yes. One post, one scheduled time, both platforms. Or customise the caption for each platform separately if needed.
?
What languages does Content Briefs support?
Tamil, Hindi, Marathi, and English — with more regional languages on the roadmap. The language is set at the workspace level so it pre-fills automatically in every brief for that client. You can override it per brief if needed.

Posts are drafted — now the client reviews them

With posts in the calendar, you send a review request and the client gets a notification to approve directly from their phone.

Step 03
Client Approvals

Client approves in one tap — you never chase again

The biggest bottleneck in every agency: waiting for client feedback. YuktiOS eliminates it. Send posts for review with one click. Your client opens YuktiOS on their phone, reviews each post, and approves, requests changes, or comments — all in under a minute.

The approval flow

You send the review request

One click from the post scheduler. Select which posts to include and send — takes 10 seconds.

10 seconds

Client gets a push notification

Instant notification on their Android or iPhone. Tapping it opens the review screen directly — no login required if they're already in the app.

Instant

Client reviews each post

They see the post exactly as it'll appear — caption, image, platform. Tap Approve, Request revision, or add a comment.

1–2 min

Auto-reminders if no response

If the client hasn't responded in 24 hours, YuktiOS sends a reminder automatically. Then again at 48h and 72h. You don't send a single WhatsApp message.

Auto at 24h, 48h, 72h

Pre-approval or post-approval — your choice

Pre-approval: client is notified and must approve before the post goes live. Post-approval: the post publishes on schedule and the client is notified afterward to review and acknowledge. Set per workspace based on how much trust and autonomy the client relationship warrants.

Per workspace setting

Approved posts move to the scheduler

Approved posts lock into their scheduled time and go live automatically. Revision requests come back with the client's comment — you edit and re-send.

Automatic
✓ One-tap approval ✓ Auto-reminders ✓ Revision threads ✓ Revision history log ✓ Pre & post approval modes ✓ Free client mobile app
Review Request — Summer Campaign
Summer Campaign — July
6 posts · FB + IG · Due in 2 days
Post 1 — Summer Sale Approved ✓
Post 3 — Change CTA copy Revision
Post 5 — Reel approved Approved ✓
Post 2 — Awaiting review Pending

Auto-reminder sent to client

Post 2 & 4 still pending · 24h reminder · Sent automatically

Client approved — Post 1

Summer Sale post confirmed · Moves to scheduled automatically

1 tap
To approve
0
WhatsApp chases
24/48/72h
Auto-reminders
?
How does the client get access?
The admin enables the client portal per workspace. Once enabled, the client receives an email with a temporary password. They log in, change it, and they're in. Access can be disabled by the admin at any time. The YuktiOS mobile app is free for clients — they install it and receive instant push notifications and email alerts for every review request.
?
What if the client wants changes?
They tap "Request revision" and type their note. You see it immediately in YuktiOS, edit the post, and resend. The history of all revision rounds is logged.
?
Can I send only some posts for review?
Yes. Select specific posts for each review request. You can batch them by week or campaign, or send individually.
?
What if a client escalates or flags something?
If a client escalates — such as requesting changes or flagging an issue — the admin receives an instant push notification. Escalations go directly to the admin, not to other team members.

Posts approved — they publish themselves

Approved posts are locked to their scheduled time. YuktiOS handles publishing, analytics syncing, and monthly reporting without any manual effort.

Analytics — This week
42K
Reach
+18%
8.4%
Engagement
+1.2%
+312
Followers
This week
Monthly Report
June 2026 · Lemonade Co.
Auto-sent ✓
MetricValueChange
Total Reach1.2M+18%
Posts Published24+4
Avg Engagement6.2%+1.1%
Follower Growth+843↑ Best month
2
Platforms synced
Daily
Analytics refresh
0
Manual publishes
Step 04
Publish & Report

Posts go live on schedule — reports email themselves

Once approved, posts publish automatically on the exact day and time you set. Both Facebook and Instagram. No logging in, no manual publishing, no late-night reminders to yourself. Analytics sync live from Meta and PDF reports are emailed to clients every month — automatically.

What happens automatically

Posts publish on both platforms

At the exact scheduled time, YuktiOS publishes to Facebook and Instagram via the Meta Graph API. No manual action needed. Even on weekends.

Analytics — agency & client views

Full analytics (reach, impressions, engagement, follower growth) are visible to the agency admin. Clients see a minimal summary view in their portal — enough to understand performance without full data access. Pulled daily from Meta, no screenshots needed.

PDF reports — admin sends manually (auto in Q4 2026)

YuktiOS generates the monthly performance report for each client. The admin reviews it and sends it manually. Automatic monthly email delivery is on the roadmap for Q4 2026.

Partial publish handling

If Facebook publishes successfully but Instagram fails (rate limit or token issue), the post is marked as partially published. You get an alert and can retry Instagram only.

✓ FB + IG simultaneous ✓ Meta analytics sync ✓ Auto PDF reports ✓ Partial-publish alerts
?
What if publishing fails?
YuktiOS retries automatically. If it still fails, you get an alert with the exact error. Partial publishes are tracked separately with retry options.
?
When does the client receive their report?
The admin generates the report in YuktiOS and sends it manually at their chosen time. Clients receive it in their portal and by email. Automatic scheduled delivery is planned for Q4 2026.
?
What can the client see in their portal?
Clients see a minimal analytics summary, their approved/pending posts, and any reports the admin has sent. Full analytics remain visible to the agency admin only.
?
How often does analytics data refresh?
Analytics are pulled from Meta daily. For recent posts under 24 hours old, refresh manually from the post detail view.
Built for how agencies actually work
The details other tools miss
we handle them by default.

Every agency hits the same invisible bottlenecks. Here's how YuktiOS handles them so you never have to think about them again.

The bottleneck

Brand docs live in WhatsApp, email threads, and random Google Drive links nobody can find

Every time someone joins the team, the first hour is spent hunting down the client's logo, brand colours, and the "correct version" of the guidelines.

How YuktiOS handles it

Each client workspace has a Doc Vault — upload the logo (max 2 MB), brand guidelines, SOPs, reports, proposals, or any file up to 10 MB. Store links too (Drive folders, Canva boards). Any item can be marked Admin Only — invisible to team members, used for contracts and sensitive agreements. Everything is per-client, always one click away.

✓ Logo (2 MB) ✓ Files up to 10 MB ✓ Link storage ✓ Admin-only mode
The bottleneck

Client credentials stored in Excel sheets, sticky notes, or the one person who remembers them

When that person leaves, or when the client changes their password, the whole team scrambles. No structure, no security, no audit trail.

How YuktiOS handles it

Facebook Page and Instagram credentials are entered directly into YuktiOS through a guided setup flow. They are encrypted at rest and protected by a PIN-based safety layer — only the admin can view or modify platform connections. Team members never see the credentials. If the client changes their password, the admin updates it once, and everything continues working.

✓ Encrypted at rest ✓ Admin-only access ✓ PIN protection
The bottleneck

Clients have no structured view of what's been created for them — so they ask on WhatsApp

Without a client-facing portal, every approval request, every report, every "what's going live this week?" ends up as a WhatsApp message or an email chain.

How YuktiOS handles it

Each client can be given a client portal — the admin enables it per workspace. Once enabled, the client receives an email with a temporary password. They log in, change it, and get their own clean view: pending posts for review, analytics summary, and reports the admin has shared. The YuktiOS mobile app is free for clients — they install it and receive instant push notifications for every review request. The admin can disable portal access at any time.

✓ Admin enables per client ✓ Temp password onboarding ✓ Free client mobile app ✓ Disable anytime
The bottleneck

Logging in and out of different accounts for every client eats an hour every single day

Two Facebook accounts, three Instagram pages, separate tools for scheduling, approvals, and reports — multiplied by every client you manage.

How YuktiOS handles it

All clients live in one YuktiOS dashboard. There is no account switching — just selecting the client you want. Posts, tasks, approvals, analytics, and documents for every client are all in one place. The unified task board covers all client workspaces in a single view so your team never needs to jump between workspaces to see what's outstanding.

✓ One login ✓ All clients, just select ✓ Unified task board
The complete picture
Your agency, end to end

From adding a client to posting content to managing your team's tasks — this is what your week looks like with YuktiOS.

Monday
Plan the week
Create content briefs for each client. Write or generate captions. Schedule posts for the week across FB and IG. Send review requests to all clients before noon. Assign tasks to your team with deadlines.
✓ Content Briefs ✓ Scheduler ✓ Task assignment
Tue – Thu
Posts publish automatically
Approved posts go live at their exact scheduled time on both platforms. Auto-reminders go to clients who haven't reviewed yet. Your team works through assigned tasks — you see progress per workspace in real time.
✓ Auto-publish ✓ Client reminders ✓ Task tracking
Friday
Review the week
Check analytics for each workspace — reach, engagement, follower growth all synced from Meta. Review any pending client approvals. Close out tasks. No spreadsheets, no copy-paste, no chasing anyone.
✓ Live analytics ✓ Approval status ✓ Task close-out
1st of the month
Reports sent automatically
Analytics PDF reports generate and email to every client automatically. Month closes clean — no Canva, no formatting sessions, no manual effort. Review requests and signed-off strategies stay logged for reference.
✓ Auto PDF reports ✓ Strategy records ✓ Zero manual effort
Always on
Task management runs alongside everything
One unified task board covers all client workspaces. Assign tasks with workspace tags, deadlines, and priorities. Track all outstanding work across every client from a single view. No Notion, no Trello, no separate app.
✓ Single unified task board ✓ Priority levels ✓ Deadline tracking ✓ Team assignment ✓ Mobile task view
Always available
Doc Vault — every client's files and links in one place
Each client workspace has its own Doc Vault. Store the client logo (max 2 MB), brand guidelines, SOPs, reports, proposals, or any document up to 10 MB. You can also store links — Drive folders, Canva boards, brand portals. Any file or link can be set to Admin Only so team members don't see it. Everything is per-client, one click away, always.
✓ Logo upload (2 MB) ✓ Files up to 10 MB ✓ Link storage ✓ Admin-only mode ✓ Per-client vault
Plan. Create. Approve. Publish.
Your agency,
finally on
autopilot.
One platform to schedule, approve, analyse, and report — for every client, every month, without the chaos.
Book a walkthrough →
Posts approved today
Summer Campaign ✓
3
IG Reach this week
Synced from Meta
42K
Captions generated
Diwali campaign brief
20