How to Create a Recurring Automation in Mydrop to Auto‑Publish Posts

By the end of this tutorial you will have a saved recurring automation that automatically publishes posts on a schedule to your chosen profiles or groups, shows an active status in Automations, and includes the permissions and notifications you selected.

Before you start

Confirm publish permissions

1. Verify you have publish rights for every profile or group you plan to target. If you lack publish permission the automation will not publish and you will need an admin to grant access.

Gather your content and media

1. Prepare post copy, links, and any hashtags or mentions.
2. Collect approved media into the Mydrop Gallery. Use Gallery > Google Drive import if the files are stored in Drive so you can attach them without re-uploading.

Decide recurrence and notifications

1. Choose the recurrence pattern: daily, weekly, or monthly.
2. Decide the interval (every 1 day, every 2 weeks, etc.), the preferred time of day, and the timezone for scheduled runs.
3. List who should receive notifications (e.g., workspace channel, specific teammates, or email) so reviewers and approvers know when posts are published or fail.

Quick checklist (use this to confirm readiness)

• I have publish permission for target profiles/groups.
• Post copy and links are finalized.
• Approved media is in the Gallery (or available in Google Drive).
• Recurrence pattern and times are chosen.
• Notification recipients are identified.

What you will need in the builder

• A short automation name that describes the recurring task.
• Target profiles or groups selected from your connected accounts.
• Draft content entered in the content field.
• Media attached from Gallery (or Drive) if the post needs images or video.
• Recurrence settings completed (pattern, interval, and time).
• Notification and publish options set.

Why each item matters

• Publish permissions ensure the automation can run without manual intervention.
• Having media in Gallery prevents last-minute uploads that can delay scheduling.
• Choosing the correct recurrence and time avoids duplicate or missed posts.
• Specifying notifications keeps stakeholders informed and reduces follow-ups.

Small preparatory steps you can do now

1. Open Gallery and confirm the final image or video is present and approved.
2. Confirm the profile list shows the accounts you expect to use for publishing.
3. Note the timezone that the team uses for scheduling to avoid mismatches.

Next in the tutorial

1. Open Automations and click New Automation to start the builder.
2. Name the automation, choose targets, set the recurrence, add content and media, review settings, and save.
3. After saving, verify the automation appears in Automations with an Active status, and use Run once to test if desired.

Keep this page or the checklist handy while completing the builder. If anything is missing you can pause and return to the Gallery or permissions settings before saving.

This section shows how to open the Automation builder and enter the basic details needed to create a recurring automation that will auto-publish posts to selected profiles or groups.

Step 1: Open the feature

1. From the app navigation, open Automations.

   • Look for the Automations entry in your main menu or workspace navigation and click it.

2. Click New Automation.

   • In the Automations view, click the New Automation button to launch the Automation builder.

3. Confirm the builder opened and initial fields are visible.

   • The builder screen shows a header for a new automation and form fields for naming the automation, selecting targets, and choosing a trigger type.
   • You should see labels such as Trigger type and options to move through the builder steps (Basics, Content, Media, Options). If a loading state appears, wait until the form is ready.

4. If you do not see New Automation or the builder does not open, check permissions.

   • Ensure your account has access to Automations and publish permissions for the target profiles or groups before proceeding.

Short checklist (quick verification)

• Automations screen is open.
• New Automation launched and form fields are visible.
• You have publish permissions for intended targets.

Step 2: Set up the basics

1. Name the automation.

   • Enter a clear, descriptive name in the Name or Title field. Use a name teammates will recognize (for example, Weekly Product Posts). This helps when pausing, duplicating, or searching automations later.

2. Choose target profiles or groups.

   • Open the target selector and choose the profiles and/or groups that should receive published posts.
   • Select only profiles you intend to publish to. Choosing the wrong profile is a common mistake and can publish to an unintended account.

3. Confirm publish permissions for each chosen target.

   • After selecting profiles or groups, check that the UI does not show any permission warnings. If a profile shows restricted access or a permission prompt, resolve that before continuing.

4. Set the recurrence pattern.

   • Locate the recurrence or schedule section in the basics step. Choose Daily, Weekly, or Monthly based on how often the post should repeat.
   • Select the interval (for example, every 1 day, every 2 weeks, or every month). Use the interval field to avoid creating too-frequent schedules.

5. Specify time and day details.

   • Choose the publish time for each occurrence. If weekly, pick the weekdays. If monthly, pick the day of month or a monthly pattern.
   • Verify the time uses the expected time zone or local time shown in the builder. Setting the wrong time or time zone is a frequent source of missed posts.

6. Choose start date and end condition.

   • If provided, set a start date for when the automation should begin running.
   • If the builder provides an end option, choose either never end or provide an end date or number of occurrences.

7. Review notification and permission settings in basics.

   • If the basics step exposes notification recipients or permission roles, add team members who should receive alerts about runs or failures.
   • Confirm who can edit, pause, or run the automation if those permission controls are visible.

8. Check for immediate validation messages.

   • After filling fields, look for on-screen validation or warnings. Resolve any errors the form reports (missing name, no targets selected, invalid schedule) before moving on.

9. Save progress if the builder provides a save or continue button.

   • Click the button to advance to the next builder step (Content or Media). The interface should move to the next panel and keep your basic settings intact.
   • If a filled icon or a summary appears, confirm the basics are listed correctly (name, targets, recurrence).

Quick verification after basics

• Automation name is set and meaningful.
• Correct profiles or groups are selected and show no permission warnings.
• Recurrence type, interval, and time are set to the intended values.
• Start date and end condition match your plan.
• Notification recipients and permission settings are listed if applicable.

Proceed to the Content step once these basics match your plan. If any item is incorrect, edit the basics before adding content to avoid scheduling errors.

This section shows how to add the post copy, media, publish options, and notifications so the automation will publish posts automatically on the schedule you set.

Step 3: Add the content or settings

1. Open the builder content pane.

   • Click the content or message area labeled Caption or Post copy.
   • Type or paste the exact post text you want the automation to publish.

2. Add images, video, or attachments.

   • Click Add media or Open Gallery to attach files from your Mydrop Gallery.
   • To import from Google Drive, choose the Drive option inside the Gallery picker, sign in if required, then select the approved files. Imported files appear in the Gallery and attach to the draft.
   • Confirm media previews appear in the post preview area.

3. Set captions, links, and metadata.

   • Add any required links, hashtags, or alt text in the caption fields.
   • If there are separate fields for metadata (for example image alt text or link preview caption), fill those now so posts publish correctly.

4. Choose publish options.

   • Select whether the automation should Auto Publish or create Drafts (if that option is present).
   • Set any platform-specific options shown (for example orientation, video quality, or image crop) before saving media.

5. Configure timing details for each scheduled occurrence.

   • Use the time picker to set the publish time for the automation occurrences.
   • For recurring schedules, confirm the interval (hour, day, week, or month) and the specific hour/minute values you want the posts to go live.

6. Add notification recipients.

   • Select teammates, workspace channels, or email recipients who should receive notifications about publishes or failures.
   • Confirm notification settings are listed in the automation preview.

7. Optional settings to reduce mistakes.

   • Enable approvals or require confirmation if you need a teammate to review before a live post.
   • Turn on post-level conversation threads or attach a Workspace channel for feedback.

Checklist before saving content:

• Post copy present and final.
• All media attached and previewing correctly.
• Time and recurrence interval set for each occurrence.
• Notification recipients and permissions confirmed.
• Platform-specific publish options reviewed.

Step 4: Review the workflow

1. Preview the scheduled post.

   • In the builder, open the preview section and step through each scheduled occurrence.
   • Verify text, media, link previews, and any platform-specific options look correct.

2. Verify profiles and permissions.

   • Confirm the targeted profiles or groups are listed as the automation targets.
   • Ensure you have publish permissions for those targets; the builder shows which accounts are selected.

3. Confirm recurrence and times.

   • Check the recurrence summary (daily, weekly, monthly) and the time picker values for each occurrence.
   • Make sure the timezone and hour selections match the intended publish window.

4. Validate notifications and approvals.

   • Review the notification list so the right teammates receive alerts.
   • If approvals are required, confirm the approver list is correct.

5. Save the automation.

   • Click Save or Save Automation to persist the recurring automation.
   • After saving, the automation should appear in Automations with status information.

Verification checks after saving:

• The automation appears in Automations and shows Active or the selected status.
• The target profiles/groups are shown on the automation card.
• The preview matches the saved post copy and attached media.
• Notifications and approvers are listed in the automation details.

Quick test and recovery options:

1. Use Run once to test a single occurrence without changing the full schedule.
   • Run once should trigger a single publish or draft creation according to the chosen publish option.
2. If the test fails or needs changes, click Edit to update content, timing, or recipients.
3. To stop future runs immediately, click Pause from the Automations list.

Checks to avoid common setup mistakes:

• Wrong profile: confirm target account names in the automation header.
• Missing permission: save may warn if publish permission is not available-assign permissions or choose a different profile.
• Missing media: preview should show attached files; re-open Gallery if anything is missing.
• Incorrect recurrence: read the recurrence summary and test with Run once or a short interval before committing to a long schedule.
• Notifications disabled: ensure recipients are selected so the team sees publish confirmations or errors.

After completing these checks the automation is ready. The Automations list will show the saved recurring automation with options to Pause, Run once, Edit, Duplicate, or Delete.

The automation you created should publish posts on the chosen schedule and appear in Automations with Active status, permissions and notification settings applied.

Troubleshooting and next steps

Quick checklist to run before troubleshooting:

• Confirm the automation shows Active in Automations.
• Verify the correct target profiles or groups are listed.
• Confirm you have publish permissions for each target.
• Check that draft content and media are attached and saved.
• Note the recurrence pattern, time, and notification recipients.

If the automation did not publish as expected

1. Check Active status

   • Go to Automations and find your automation in the list.
   • If status is Paused or Draft, click Edit and choose Save or Activate.
   • After activating, the status should display Active. If not, save again and refresh the list.

2. Verify target profiles and permissions

   • Open the automation and review the selected profiles or groups.
   • Confirm your account has publish permission for every target in those selections.
   • If you lack permission, ask a workspace admin to grant publish rights or change the targets to ones you can publish to.

3. Confirm content and media are present

   • Edit the automation and open the content pane.
   • Ensure post copy is present and not empty.
   • Verify media appears in the Gallery preview. If media is missing, re-attach from Gallery.
   • To import approved assets from Drive, open Gallery, choose Google Drive import, select files, then reattach the imported files to the automation.

4. Check recurrence and time settings

   • Open the schedule settings and confirm the recurrence type (daily, weekly, monthly) and interval match your intent.
   • Confirm the scheduled time and timezone (if shown) are correct for the target audience.
   • Common mistake: selecting a larger interval than intended (for example, weekly instead of daily). Adjust the interval and save.

5. Test with Run once

   • Use Run once from the automation options to publish a single instance immediately.
   • Check the target profile to confirm the post appears as expected.
   • If Run once fails, repeat steps 2 to 4 and try Run once again.

6. Notifications and recipients

   • Open the notifications section and confirm recipients are listed.
   • If notifications are not arriving, verify recipients are active workspace members and not muted or unsubscribed.
   • Remember: notification settings need to be saved with the automation.

7. Review permissions for publishing on behalf of others

   • If the automation should publish as a team or account owner, confirm the selected publishing identity is correct.
   • Edit the automation and change the publishing identity if required, then Save.

8. Edit, Duplicate, Pause, or Delete

   • To stop unintended runs, Pause the automation from the Automations list.
   • Use Duplicate to test variations without changing the original.
   • Use Edit to correct mistakes, then Save and verify status returns to Active.

Next steps to validate and improve

1. Run a short test campaign
   • Duplicate the automation, reduce the recurrence to test frequency (for example, hourly or Run once), and confirm posts publish as expected.
2. Use Conversations for approvals
   • Before saving a final automation, add teammates to the post preview or use workspace channels to collect approvals and feedback.
3. Bring approved creative from Drive
   • If you rely on external assets, import final media from Google Drive into Gallery and reattach to avoid missing files.
4. Monitor performance
   • After posts publish, open Analytics, select the posted profiles and the date range, and review performance to iterate on content or timing.
5. Document ownership
   • Add a short description or owner note in the automation so teammates know who to contact for changes or pauses.

Conclusion

If the automation is Active, targets the right profiles or groups, contains saved content and media, and you see it in Automations with options to Run once, Pause, Duplicate, Edit, or Delete, the setup worked. Use Run once to confirm a live publish, adjust recurrence or recipients as needed, and monitor results in Analytics.