Auto-sourcing posts from won deals and published events

Auto-source generates social posts automatically when noteworthy things happen in your CRM — a deal closes, an event is published, an article is posted. Each generated post is a draft, not auto-published — you review and approve.

Triggers that fire auto-source:
• Opportunity moves to Closed Won — generates a "We just signed [account]" celebration post
• Org event is published — generates an "Announcing [event title] on [date]" post
• Article is published — generates a "New article: [title]" post (article-drip pattern, scheduled across the week)
• Big milestone (10th client, $1M ARR) — Wally detects and offers to draft

What the draft looks like:
• Subject + body + 1–3 hashtags (matched to your industry tags)
• Optionally an attached image (CRM logo for won deals; event cover image for events; article header for articles)
• Pre-tagged with the source so analytics shows "won-deal-celebration" performance separately from regular posts
• Saved as Draft in Socials → Posts; appears in a "Auto-drafted for you" lane

Reviewing:
• Open the draft from the lane
• Edit anything — body, image, hashtags, when to publish
• Pick the channels — LinkedIn, X, Bluesky, Instagram, all four
• Click "Schedule" or "Post now"

Customization (Settings → Socials → Auto-source):
• Per-trigger toggle (turn off "Won deal celebration" but keep "Article promotion")
• Voice template — tweaks the tone of generated posts ("conversational", "hype", "professional")
• Channel defaults — which channels get the draft
• Hashtag set — your house hashtags always included

Why this exists:
The "we just won X" post is probably the highest-value post you can make — it's social proof, lead magnet, and team morale all at once. But most teams forget to make them. Auto-source removes the friction.

What auto-source won't do:
• Post without your approval — every draft is reviewed
• Generate posts about losses or sensitive events — auto-source is bias-positive
• Tag specific people (your customer's CEO, etc.) — that's a manual decision