Workflow Template

Marketing Content Approval Workflow

Manages review and approval of marketing content (blogs, emails, social posts) from submission through editorial review, brand sign-off, optional compliance review, revision loops, and final publishing handoff with owner notification.

Marketing content gets stuck in email threads and Slack DMs, waiting on editors, brand owners, and legal to weigh in. This workflow moves every blog, email, and social post through editorial review, brand sign-off, and optional compliance review, with automatic revision loops when changes are needed. Marketing teams, editors, brand managers, and compliance reviewers all work from one live status instead of chasing updates.

Business Outcomes

Cut content approval time from days to hours
Eliminate lost or stalled content requests in email
Reduce compliance risk with a mandatory legal check step
Give owners instant notification the moment content is approved or needs changes
Create a full audit trail of every review and sign-off

Workflow Steps

Steps

1
Create Content Recordcreate record
Registers the submitted content as a record for tracking through review.
2
Set Status to Submittedupdate record
Marks the record as submitted at intake.
3
Editor Reviewcreate task
Editor reviews the draft for quality, tone, and accuracy and records a recommendation.
4
Set Status to Editor Reviewupdate record
Reflects that the item is currently under editorial review.
5
Route on Editor Recommendation
Branches based on whether the editor approved or requested changes.
editor_recommendation: "Approve"→Set Status to Brand Review
editor_recommendation: "Request Changes"→Notify Owner of Requested Changes
Default→Notify Owner of Requested Changes
6
Set Status to Brand Reviewupdate record
Marks the record as under brand review.
7
Brand Reviewer Sign-offrequest approval
Brand reviewer approves or rejects the content for brand consistency.
8
Route on Brand Approval
Branches based on the brand reviewer's decision.
approval_status: "approved"→Check Legal Implications
approval_status: "rejected"→Notify Owner of Requested Changes
Default→End
9
Check Legal Implications
Determines if a compliance review is required before publishing.
has_legal_implications: "true"→Set Status to Compliance Review
Default→Set Status to Approved
10
Set Status to Compliance Reviewupdate record
Marks the record as under compliance review.
11
Compliance Review Sign-offrequest approval
Compliance reviewer checks the content for legal/regulatory risk.
12
Route on Compliance Approval
Branches based on the compliance reviewer's decision.
approval_status: "approved"→Set Status to Approved
approval_status: "rejected"→Notify Owner of Requested Changes
Default→End
13
Set Status to Approvedupdate record
Marks the content as fully approved and ready for publishing.
14
Hand Off for Publishingcreate task
Creates a task for the publishing team to schedule and publish the approved content.
15
Notify Owner of Approvalsend email
Emails the content owner confirming approval and handoff to publishing.
16
Set Status to Publishedupdate record
Marks the record as published, closing out the workflow.
17
Notify Owner of Requested Changessend email
Emails the owner that changes are needed and the content must be revised and resubmitted.
18
Set Status to Changes Requestedupdate record
Marks the record as returned to the owner for revision.
19
Owner Revises Contentcreate task
Owner updates the draft based on feedback and marks it ready for resubmission.
20
Restart Editor Reviewrestart from step
Restarts the workflow from editor review with the revised content.

Fields

Owner Name*
Owner Email*
Campaign*
Content Type*
Target Audience*
Target Publish Date*
+6 more fields

Forms

Content Submission

9 fields

Data Views

All Content Items

campaign, content_type, audience, content_status +2 more

Dashboard Widgets

Content Pipeline OverviewContent by TypeApproval Pipeline

Recommended integrations

Setup the following integrations to extend workflow capability.

Send email in the workflow
AWS SES

content approvalmarketing approvalcontent reviewcreative approvalmarketing workflow

Similar Workflows

campaign approval document review approval risk assessment

Similar Categories

governance compliance

FAQs

How do I set up this content approval workflow?

Publish the template inside assess.one and it's live immediately — no installation, no IT ticket. You then assign who plays editor, brand reviewer, and compliance reviewer, and the workflow is ready to take submissions.

How long does implementation take?

Minutes. You publish the template, adjust roles and notifications to match your team, and start running real content through it the same day. There's no multi-week rollout project.

Can I customise the approval steps?

Yes. You can edit who reviews at each stage, change status labels, add or remove the compliance step, and adjust notification rules directly inside assess.one. No developer or vendor is needed to make changes.

Who needs access to this workflow?

Content creators submitting work, editors doing the first review, brand reviewers giving sign-off, and anyone handling compliance checks. Publishing teams also need access to receive the final handoff notification.

Is the compliance review step required for every piece of content?

No. The workflow includes a decision point that checks for legal implications, so only content that needs it gets routed to compliance review. Everything else moves straight from brand sign-off to approved status.

What happens if content gets rejected during review?

The status changes to 'Changes Requested,' the owner is notified automatically, and once they revise the content, it restarts at editor review. This loop repeats as many times as needed until every reviewer signs off.

How do owners know when their content is approved or needs work?

Notifications are built into the workflow. The moment content is approved, the owner is notified automatically, and the same happens if changes are requested — no manual follow-up required.

Can I track where a piece of content is at any point?

Yes. Every content record has a live status — submitted, editor review, brand review, compliance review, approved, or published — so anyone with access can see exactly where it stands.

Does this replace our publishing tool?

No. This workflow manages the review and approval process, then hands off to your publishing team once content is approved. Publishing itself still happens in your existing CMS or channel.

Ready to use this workflow?

Create a free account and customise this workflow for your business.