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Autonomy for marketing actions

Publishing is the moment marketing touches the outside world, so it is the moment the autonomy ladder matters most. Levels are set per kind of action, for the whole workspace, on the Autonomy page.

Action classCoversShips at
content.draftDrafting inside your workspace, not visible outside itL3
publish.cmsPublishing to a site or content systemL1
publish.socialPosting to a social accountL1
publish.emailSending bulk emailL1
proposal.accept.low_riskAccepting low-risk marketing proposals without youL1
ad.spendSpending money on advertisingL1, locked

Drafting starts high because a draft nobody outside your workspace can see is not an action you need to pre-approve. Everything externally visible starts at L1.

The Autonomy page counts the last 30 days per class.

  • Actions is how many actions of that class ran, at any level.
  • Approval is the share of decided approvals that were approved. It reads as a dash until at least one approval has actually been decided.
  • Incidents is how many times the class did something that opened an incident.

The four counters above the table are the workspace view: how many classes exist, how many are acting without you, how many actions ran in the window, and how many incidents there were.

The 30-day counters above the class table, with publishing to a site carrying four actions and one incident.

Alpenglow’s record is worth reading closely. publish.cms shows four actions and one incident, and sits at L1. It was at L2, it published three times, the fourth breached the daily guard, and the class was demoted automatically. That is the ladder working, and it is the shape most track records eventually take.

The approval column reads as a dash for it, which is not a gap in the data. It counts decided approvals, and the publish the guard held is still sitting in the queue undecided.

Two paths, and both end with you.

A graduation proposal. When a class clears every bar in the trailing 30 days, a proposal appears in your approvals queue asking to raise it one rung, with the record attached. The bars are: at least 20 actions, an approval rate of 95 percent or better, no incidents, and nothing reverted. The system never raises a level on its own, and declining changes nothing.

Your own decision. Change the level in the dropdown on the row. There is no waiting period, and you can lower any level the same way, with immediate effect.

Demotion is the only automatic direction.

  • An incident drops the class one rung.
  • A burst falls back to L1. More than five unattended actions in a class in one day reverts it to asking you, records an incident, and demotes it.
  1. Leave everything at L1 until you have decided a dozen publishes by hand. That is what builds a record worth reading.
  2. Raise the one channel you check most often, usually social, and leave the rest.
  3. Read the review task after each L2 action for the first week.
  4. When something goes out that should not have, lower the level the same day. It is one dropdown, and the record keeps the reason.