Drafting a post in Zoho Social
What is it?
The Draft post in Zoho Social action lets you schedule social media content ahead of time. You can pull content from Zoho Tables, attach files, and choose which brand and platform to post to. It’s ideal for automating content pipelines and keeping your social calendar full.
Think of it as your team’s behind-the-scenes assistant for planning and queuing up content across social media—powered by your existing data in Zoho Tables.
What do you need?
A Zoho Social account
An organization set up in Zoho Social
At least one brand added under your organization
A Zoho Tables account (to pull content or file links)
Social platforms already connected to Zoho Social
No organization yet?
Before creating drafts, you must first create an organization in Zoho Social. You can do this from the Zoho Social dashboard. Brands and social channels are managed within each organization.
Who can use it and on which plan?
Zoho Tables plan | Can use Draft post in Zoho Social action? |
Free | Yes |
Professional | Yes |
Role in Zoho Tables | What kind of draft automation can they perform? |
Owner, Manager, and Editor | Can add, configure, manage, and remove the Draft post in Zoho Social action in automations. |
Data Maintainer | Can add/edit content in records in the table, but cannot access automations. |
Commenter | Can view records and add comments, but cannot edit the data or access automations. |
Viewer | Can view the shared tables, but not access automations. |
Why use this action?
Use this automation if you want to:
Automate posting schedules from a content table.
Draft posts with dynamic values from Zoho Tables.
Allow your team to focus on content instead of copying and pasting.
Maintain a consistent publishing workflow.
How it works
Set up the Zoho Tables trigger that initiates the automation. Then choose the actions that should follow.
Choose Draft post in Zoho Social to seamlessly post on your social media channels.
Choose your Zoho Social organization. This is the top-level workspace that holds all your brands. If no organization appears, go to Zoho Social and create one.
Pick the portal where your brand is managed.
Choose the brand you want the draft to be created under. Brands represent different businesses or clients in Zoho Social.
Pick the social media channel where the draft will be published (e.g., Facebook, LinkedIn, Twitter/X). Make sure this channel is already connected to the chosen brand.
Add the post content. You can either enable the editor mode to type content manually or choose a field from Zoho Tables that contains the content (e.g., Post Content).
Tip: Using a Zoho Tables field is ideal for scheduled posting.
Add attachments. You can either upload media directly into the automation or choose an attachment field in Zoho Tables that contains file attachments.
Use a checkbox field in Zoho Tables (e.g., Ready_to_Post) to trigger automation only when the row is marked as ready.
Example use cases
Use case 1: Weekly content planner
You manage a table with weekly content:
Use this table to create drafts in Zoho Social.
Post content and images are pulled automatically from the respective records.
Use case 2: Multi-brand content management
You work for an agency managing three brands, each with a dedicated Zoho Tables and brand account in Zoho Social.
Set up brand-specific automations that trigger the action to pick the right social channel and draft posts—without human hand-off.
Use case 3: Manual draft with quick upload
You just want to quickly draft a one-time post.
For last minute publishing, schedule an automation trigger with a one-time frequency set at a specific time.
In the automation action choose Draft post in Zoho Social, use the editor mode, write the content directly, and upload an image.
Access your files securely from anywhere
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