Social Media
Overview
insights are sharp enough to stand on their own as a single social post — and some long-form pieces deserve a second life as bite-sized content that drives traffic back to the original. Most firms either skip these entirely or post inconsistently because writing for social on top of everything else is the easiest thing to deprioritize.
The Social Media AI Agent works from your centralized content database. When a topic is flagged for the social pipeline, the agent pulls the source — whether that's third-party content surfaced by your market research or one of your own medium-form posts — and reframes it as a social post built around the content angle the research agent already identified.
Posts are written in your firm's voice using the brand voice and humanizer guidelines that drive the rest of your content, then formatted to the virality conventions of each platform. Hooks, line breaks, length, and structure are tuned for what actually performs on LinkedIn, Facebook, and wherever else your firm shows up. Repurposed posts from your own long-form content link back to the original to drive traffic. Posts based on third-party sources reframe the insight and credit the source.
A human-in-the-loop reviews every post before it goes live to confirm the context is preserved, the voice is right, and the format fits the channel. The agent does the volume — drafting, formatting, scheduling — and your team stays in control of what actually publishes.
Example Build
A stage change in the centralized content database — a topic moved into the social pipeline — triggers the agent. The source link and the content angle from the market research agent are passed in as inputs. The agent extracts the key insights, statistics, and pull-quotes from the source, then reframes them through the content angle.
A center-of-influence blog post on PFIC Basics for US Expats becomes a LinkedIn post focused on the core planning consideration for expats — the same insight, rewritten in the advisor's voice with the source credited. The draft pulls from the Brand Voice and Humanizer Notion docs to make sure the post sounds like a person, not a press release, and formats it to LinkedIn's virality conventions.
The post is routed to a human-in-the-loop for review. Once approved, it automatically publishes the final version to LinkedIn, Facebook and other platforms in scope.
System Audit
We map your content database, your active social platforms, and the brand voice and humanizer guidelines the agent will work from. From there, we define the platform-specific virality conventions — hooks, formatting, length, line breaks — and the rules for handling third-party versus owned content so attribution stays clean.
Service Integrations
We connect the agent to your content database, brand voice references, and social platforms. Topics flagged for social automatically pull the source content and content angle, the agent drafts in your voice, and approved posts publish to the right platforms through their respective APIs.
Training & Handoff
You'll know how to flag topics for the social pipeline, review and edit drafts before they publish, and update the brand voice, humanizer guidelines, or virality conventions as your firm's social presence evolves.
Post-launch results
The amount of time that was perviously spent manually completing tasks for each new lead to prospect to client conversion.
The number of tasks that are now done automatically through integrations and automations.
