# Set up your workflow from a template

Start from a ready-made workflow, such as a monthly client report. Fill in what's missing, then turn it on so it runs by itself.

5 min read. Updated Nov 2, 2026. Pro and Max only.

Walkthrough video: https://bucket.sociorolla.com/help/workflow-templates/1a7b540c13751422.mp4

## Before you start

- [Create your brand](https://sociorolla.com/help/getting-started/create-brand)
- [Connect your social accounts](https://sociorolla.com/help/getting-started/connect-accounts)
- [Share your content calendar with your client](https://sociorolla.com/help/clients-and-approvals/client-sharing)

## Steps

1. In the sidebar, click **Workflows** under **Rolly**. If your brand has no workflows yet, the page opens on the **Templates** tab.

   ![Step 1: In the sidebar, click Workflows under Rolly.](https://cdn.sanity.io/images/vy53y317/production/17c6697e4244127c5c34d36ea7788415ec46c5f1-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

2. Click a template, such as **Monthly client report**. A window shows what it does, when it runs and each of its steps. Steps marked **Waits for approval** stop until someone on your team approves them.

   ![Step 2: Click a template, such as Monthly client report.](https://cdn.sanity.io/images/vy53y317/production/79888e5ccf8eecffb18d4bb6edb3a2a033f12ded-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

3. Click **Use this template**. Your workflow opens with a **Draft** label, and nothing runs yet.

   ![Step 3: Click Use this template.](https://cdn.sanity.io/images/vy53y317/production/010be8d2a60692fb0842afdf88645e1ff0455727-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

4. Read the line at the top that starts with "Before it can go live". It names the first thing you need to fill in, such as "Email the client: add at least one recipient."

   ![Step 4: Read the line at the top that starts with "Before it can go live".](https://cdn.sanity.io/images/vy53y317/production/e82af9a164c40ecb2524875fece3b265a47abcfa-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

5. Click the step it names. For **Email the client**, tick your client under **Your client**. Your client is listed once you've shared your content calendar or a post with them.

   ![Step 5: Click the step it names.](https://cdn.sanity.io/images/vy53y317/production/82988415a2af78ad0497783ec0f6275c3b7c4232-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

6. Click **Save**. The button changes to **Saved**, and the "Before it can go live" line is gone once nothing is missing.

   ![Step 6: Click Save.](https://cdn.sanity.io/images/vy53y317/production/15248ee88a906008fbdbf3ab3c164de1e32f2ba1-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

7. Click **Turn on**. You'll see "Workflow is live", and the label at the top changes to **Live**.

   ![Step 7: Click Turn on.](https://cdn.sanity.io/images/vy53y317/production/8c4d8af7b57253c75115a32f238c78ebb8c1a9c7-2880x1800.png?w=1600&sharp=25&q=90&auto=format)

### The templates you can start from

**Reporting:** Monthly client report, Weekly internal digest and Quarterly review. These prepare a performance report and send it to your client or your team.

**Approvals:** Approval nudge, which tells your team about posts that have waited more than three days, and Approved post → fresh ideas, where Rolly drafts follow-up ideas when a post is approved.

**Content:** Weekly gap check, Turn finished tasks into posts, Top up the idea bank, Comment triage and Weekly performance recap. In these, Rolly drafts posts, ideas or replies for you to review.

**Alerts:** Missing media before publish, Overdue tasks digest and Recap what we discussed. These send your team a notification in SocioRolla.

### What you can change in a template

Everything. Click **Details** to change the name and who can approve steps. Click **Trigger** to change when it runs, such as the day of the month or the time. Click any step to change what it does, or use the arrows on a step to move it. Click **Save** after each change.

A template that runs on a schedule uses your brand's timezone. You can change it under **Timezone** in the trigger.

### Try your workflow before you turn it on

Click **Run now** at the top. Your workflow runs once, even as a draft, and you can see what it did on the **Runs** tab. Run your workflow and check what it did shows how to read a run.

### Turn your workflow off

Open your workflow and click **Turn off**, or click the switch next to it on the **Workflows** tab. It stops running until you turn it on again, and you'll see "Workflow is off".

### If you can't turn on your workflow, it's likely one of these reasons

**"add at least one recipient."** The email step has nobody to send to. Click the step and tick your client, a teammate, or type an email address under **Other email addresses**.

**"Your client shows here once you've shared your calendar or a post with them."** You haven't shared anything with your client yet. Share your calendar with them first, or type their email under **Other email addresses**.

**"add a subject."** The email step has no subject. Click the step and type one under **Subject**.

**"say what Rolly should do."** An **Ask Rolly** step is empty. Click it and type what you want under **What should Rolly do?**

**"it uses a detail from a step that was removed or comes after it."** A message uses something, such as the report link, that no earlier step makes. Look for a red **Missing detail** in the message, then remove it or move the step below the one that makes it.

**"This workflow emails people outside your team without approval"** This isn't an error. One of your email steps is set to **Send right away**, so nobody checks it before it reaches your client. Click **Turn on anyway** if that's what you want, or click **Cancel** and pick **Wait for approval** in that step.

Source: https://sociorolla.com/help/rolly-and-brand-knowledge/workflow-templates