Asset

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Analyzing video...

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Platform

Tone

Focus Point

Pipeline

Visual Analysis

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Anchor Extraction

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Caption Draft

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Quality Gates

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Ready for Review

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Video Analysis

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File

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Frames extracted

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Transcript

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Transcript text

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AI video description

Run the pipeline to see the video description.

Model

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Website

Personal Brand

Voice Strength

Add writing samples to begin

02K5K8K15K+

Step 1 — Who is this person?

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The name and one-line description help us frame the voice profile.

Person's name

What do they do? (one sentence)

Step 2 — Collect their writing

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Paste real content they've written — social posts, newsletters, articles, emails to clients. The more variety, the stronger the profile.

Only use content they actually wrote — not AI-generated text. AI patterns will contaminate the voice profile.

Where to find their voice

Don't have enough written content?

Record them talking about their work or upload a video/audio file — we'll transcribe it and add it to the analysis.

0 samples · 0 words · 0 characters

Step 3 — Tell us more

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Step 4 — Build voice profile

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Client Website

Research Pipeline

Crawl Website

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Read Content

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Web Search

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Client Interview

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Build Profile

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Visual Identity

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Preview

Caption

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Run the pipeline to generate a caption

Brand Kit

Visual identity extracted from client website

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Hero Logos

Brand Colors

Typography

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Social Meta

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Voice Studio

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Voice Card

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Brand Facts

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Settings

Manage your workspace and API connections

API Keys / Scheduling

Clients

Pipeline

Notifications

Usage

Help

API Keys

Anthropic key for AI caption generation

Your Anthropic key powers all AI caption generation. It never leaves your browser unencrypted.

Anthropic API Key

Gemini API Key Coming soon

Scheduling Provider

Connect your scheduling and publishing tool

Connect the tool you use to schedule and publish posts. More providers coming soon.

Metricool

Advanced / Custom plan required · metricool.com

Active

Buffer

Coming soon

Later

Coming soon

GoHighLevel

Coming soon

📖

Help Center

Step-by-step guides for every feature in OttoSocial. Click a section to expand it.

🚀 Getting Started

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Connecting Your Metricool Account

▶ Video coming soon

Go to Settings → Scheduling
Enter your Metricool Token, User ID, and Blog ID
Click Save — OttoSocial verifies the connection instantly
Click Sync to pull in your brands from Metricool

Adding a Client (Brand)

▶ Video coming soon

After syncing, your Metricool brands appear in the left sidebar
Click any brand name to switch to it
Each client has its own captions, research, and schedule — they never mix

Setting Up API Keys

▶ Video coming soon

Go to Settings → API Keys / Scheduling
Enter your Anthropic key — this powers caption generation
Enter your Firecrawl key — this powers brand research
Keys are saved securely to your account

✦ Single Mode

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Create and schedule one post at a time. Best for individual, high-priority content.

Creating and Scheduling a Post

▶ Video coming soon

Select a client from the left sidebar
Click the Single tab in the top nav
Upload a video or photo via Google Drive or your device
Choose a platform (Instagram, LinkedIn, YouTube, Facebook, TikTok)
Set your tone and add any custom notes for the caption
Click Generate Caption — keep the tab active while it runs
Review the caption and hook variants, edit if needed
Click Schedule and pick a date and time

Tips for Best Results

Run Brand Research for each client first — captions will be much more on-brand
For YouTube, always fill in a title before scheduling
Images cannot be posted to YouTube — that platform will be disabled automatically

⚡ Batch Mode

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Queue multiple assets and process them all together. Perfect for content planning sessions where you're loading up a week or month at once.

Running a Batch

▶ Video coming soon

Select a client and click the Batch tab
Add multiple assets using the Drive picker or device upload
Each asset gets its own card — set the platform and tone per card
Click Run All to generate captions for every card at once
Review each caption and make any edits
Click Schedule All to push everything to Metricool

💥 Blast Mode

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Publish one piece of content to multiple platforms at once — each with a caption written natively for that platform.

Running a Blast

▶ Video coming soon

Select a client and click the ⚡ Blast tab
Choose which platforms to target (Instagram, LinkedIn, YouTube, Facebook)
Upload your asset
Click Generate — OttoSocial writes a platform-native caption for each
Click Compare Captions to review them side by side
Choose a schedule mode:
- Same Time — all platforms post at once
- Best Times — OttoSocial picks optimal hours per platform
- Custom — you set a specific time per platform
Click Schedule All — a summary confirms each platform's status

💼 LinkedIn Otto

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Discover trending content ideas for your client's LinkedIn audience and turn them into posts in seconds.

Generating LinkedIn Content Ideas

▶ Video coming soon

Select a client and click LinkedIn Otto in the sidebar nav
OttoSocial surfaces topic ideas based on your client's brand and industry
Pick a topic to generate a LinkedIn-native caption
Edit as needed, then schedule directly from the page

💡 This feature works best after running Brand Research for your client — it uses that context to keep ideas on-brand.

🔍 Brand Research

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Give OttoSocial deep context about your client so every caption sounds on-brand — not generic.

Running a Brand Research

▶ Video coming soon

Select a client and click the Research tab
Enter the client's website URL and click Run Research
OttoSocial crawls the site and builds a brand kit — tone, services, keywords, and audience
Research is saved automatically and used in every future caption for that client
Re-run anytime the brand refreshes or the website is updated

💡 If you share a Metricool account with a teammate, brand research is shared too — you only need to run it once per client.

📅 Calendar

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See everything scheduled across all platforms for the active client, all in one view.

Using the Calendar

▶ Video coming soon

Click Calendar in the sidebar
Navigate months using the arrow buttons at the top
Click any post to open the detail view — shows platform, caption, and schedule time
Click Delete in the detail view to remove a post from Metricool

📊 Dashboard

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Track your client's performance and get AI-powered recommendations — all in one place.

Reviewing Performance

▶ Video coming soon

Click Dashboard in the sidebar
Select a client, platform, and time period using the filters
View KPI cards — reach, impressions, engagement rate, and follower growth
Scroll to the Insights card for analysis of top posts, cadence, and engagement mix
The What's Working & What to Make Next card auto-generates Sonnet-powered patterns and content ideas, tailored to that client's actual numbers
Click Export PDF to download a branded report you can send to your client

🛠 Common Issues

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My post shows "Queued ✓" but didn't publish

This usually means your social account token in Metricool has expired. Re-connect the platform in your Metricool account and reschedule the post.

YouTube is grayed out when I select a platform

YouTube only accepts video. If you selected a photo, YouTube is automatically disabled. Switch to a video asset to enable it.

Caption generation failed or timed out

Check that your Anthropic API key is valid in Settings → API Keys / Scheduling. Also make sure the browser tab stayed active during generation — switching tabs can interrupt it.

I see duplicate clients in the sidebar

Go to Settings and click Sync — this refreshes your client list and removes duplicates.

Brand research isn't showing up

Make sure you've run Research for that client first. Click the Research tab — it may take a moment to load from the server on first open.

I forgot my password

On the sign-in screen, click Forgot password? and enter your email. You'll receive a reset link within a few minutes.

Pick an asset and select platforms to get started

Choose a video or image from Drive, select 2 or more platforms, then run the pipeline to generate platform-specific captions.

LinkedIn Posts

Otto scans industry news, scores the top angles, and drafts 3 ready-to-post LinkedIn captions for your client.

→

▶

YouTube Optimizer

Drop a longform video and Otto writes a brand-unique title, description with chapters, tags, and hashtags. Copy-ready for YouTube Studio.

→

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Carousel Builder

Pick 2-5 images from Drive, choose a template, and Otto writes slide-by-slide text grounded in your brand and recent metrics.

→

LinkedIn Posts

Otto finds a trending topic and writes 3 ready-to-post captions.

Research Pipeline

Live News Scan

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Topic Scoring

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Post Drafting

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Ready

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Preview

Select a topic
to preview

YouTube Optimizer

Upload a longform video. Otto writes the title, description, chapters, tags, and hashtags.

Approx Cost = $0.00

How it works

Load your video, tell Otto what it's about, and see exactly what your audience sees — before anything goes live.

Load your video

Paste a Google Drive link into the search bar. Or click 🔍 to upload a video from your computer.

Set your Focus Point

Scroll below the video to the Focus Point field. Tell Otto what your video is about. The more specific, the better the output.

Hit Generate

Click the Generate button next to the channel name. This kicks off the process and loads your video into the preview.

Preview your description

The description box shows exactly what viewers see. The first 3 lines are all most people read. Click the box to expand the full version.

Check the transcript

Expand the description and hit Show transcript. Pull timestamps, quotes, and chapter ideas from what was actually said.

Copy and use it

Hit Copy in the top bar to copy the title and full description to your clipboard. Paste straight into YouTube Studio.

Start over

Hit the ✕ next to the search bar to clear everything and start fresh with a new video.

0:00 / 0:00

Your description is doing more work than your thumbnail. Let's make sure it wins.

Bijou Custom Homes 94 subscribers

6.9M views · Built different · ottosocial.io

3 Comments

@themancavecigarlounge6823 3 months ago

Great work big dawg

@johnjoethinks 4 months ago

Really informative, looking forward to the rest of the series!

Transcript

Refine

Each regen reuses the cached master guide — ~$0.005 per click

Chapters

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