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Connect your first account and create your first rule

You just signed up. This guide takes you from an empty account to one live automation: connect a Page, build a Workflow (an automation that watches your comments), and confirm it acted on a comment. It takes a few minutes.

Automations in the product are called Workflows. A Workflow contains one or more branches; each branch has conditions (the tests a comment must pass) and actions (what happens when it passes).

You need three things:

  • A Meta account with a Page you can manage. You connect by signing in with Facebook. To connect an Instagram account, it must be a Business or Creator account.
  • An active plan. A connected account and a Workflow both require an active 7-day free trial or a paid plan. Without an active subscription, connecting an account and creating a Workflow are blocked.
  • A few minutes. No card is required to start the trial’s preview.

Step 1: Connect a Facebook or Instagram Page

Section titled “Step 1: Connect a Facebook or Instagram Page”

New accounts open the onboarding wizard at step 1, Connect your Facebook Page. Pick one platform now — you can add the other later.

  1. On the connect screen, click the Facebook or Instagram card.
  2. Sign in with Meta and grant the requested permissions. The button shows Connecting… while it redirects.
  3. On Choose pages to monitor, select the Page you want the product to watch, then continue.
Step 1 of onboarding: choose the platform to connect.
Step 2: pick the Page the product will monitor.

That is the happy path. For the full permission list, standalone vs. Facebook-linked Instagram, and reconnecting, see the platform guides:

You can also connect later from Accounts — click Add Platform to open the Connect an Account modal.

The Connect an Account modal, reachable any time from Accounts.
Step 1 of onboarding on a 390px-wide screen.

A good starter Workflow hides comments that contain a keyword. Open Workflows and click New workflow to open the editor, then add one branch.

The Workflow editor: one branch with a condition and an action.
  1. In the branch, set the Condition type dropdown to Keywords.
  2. In the keyword box, type a word (for example giveaway) and press Enter. Add more words the same way — each becomes a chip.
  3. Leave the match mode on Match any so the branch matches when a comment contains at least one of your keywords.
Keyword matching is case-insensitive and matches partial text.

Keyword matching is case-insensitive and matches on partial text (a substring), not whole words — so free also matches freebie. For the full condition reference, see Conditions.

To hide a matching comment, use the Flag action.

  1. Set the Action type dropdown to Flag.
  2. Choose a Severity — low, medium, or high.
Flag hides the comment on the Page and sends you a push notification.

Here is how your starter branch reads against a real comment:

Input comment
promo_bot Facebook

Check out my page for a FREE iPhone giveaway!!!

Matched condition
Keywords: "giveaway", "free" (Match any)
Resulting action Flag

The comment contains both keywords, so the branch matches and Flag hides it on the Page and sends a push. Set the comment to Allow later to un-hide it.

Save the Workflow and make sure it is enabled — a disabled Workflow never fires, and an observe-only Workflow records what it would do without touching the comment on Meta.

Once a comment that matches your keyword arrives, the product evaluates it within seconds and, if the branch matches, hides it on the Page shortly after. To confirm it happened, open Analytics → Audit Log.

  1. Go to Analytics. The Audit Log tab is open by default.
  2. Look for a row referencing your Workflow. The comment carries an automation chip showing the Workflow name and the action it took (for example, Flag).
The Audit Log records every action a Workflow takes, with the Workflow name and action.
  • Refine the branch. Add more keywords, or switch the match mode to Match all so every keyword must be present. See Conditions.
  • Try other actions. Beyond Flag, branches can Allow, Reply, and more. See Actions.
  • Learn the evaluation order. Workflows fire in priority order, and only the first matching Workflow acts on a comment. See How workflows work.