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A workflow is a set of steps that run in order to get a job done. You build it on a canvas by dragging in steps and connecting them with lines. You can start two ways:
  • Blank — an empty canvas you fill in yourself.
  • Template — a ready-made workflow you can tweak. See Templates and schedules.
Think of a workflow as Lego blocks for tasks. Each step is one block, and you snap them together to build something bigger.

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Build it step by step

1

Create the workflow

Open Workflows and click New workflow. Pick a blank canvas or a template. Give it a name you will remember.
2

Spot the Start and End steps

Every workflow runs from a Start step to an End step. Start is where your workflow begins and holds its input fields. End is where it finishes and shows its output.
3

Add steps between them and connect them

Drag a step from the side panel onto the canvas. Place it between Start and End. Draw a line from one step to the next so they run in order.
4

Configure each step

Click a step to open its settings. Fill in what it needs, like a prompt to ask or a website to read. You can feed one step’s output into the next step.
5

Test-run it

Run a single step or the whole workflow to check it works. Fix anything that looks wrong before you go live.
6

Publish a version

When it looks good, publish it. This saves a version you can run on its own or on a schedule.

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Make it branch with Conditional

Sometimes you want a workflow to do one thing in one case and something else in another. The Conditional step handles that. A Conditional step is an if-this-then-that fork. You set a rule, like “if the visibility score went down.” The workflow then splits into two paths: one for when the rule is true, and one for when it is false. Visibility score means the share of AI answers that mention your brand. See the glossary for the short version.

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Useful steps to know

There are many steps to pick from. Here are the ones you will reach for most, grouped by what they do.
These pull your tracked data straight into the workflow so the next step can act on it.
  • Visibility Score — your share of AI answers that mention your brand.
  • Sentiment Score — whether AI talked about you in a good, okay, or bad way.
  • Citation Share — how often your sites get pointed to as a source.
  • Citation Pages — which of your pages get cited.
  • Citation Domains — which websites get cited.
  • Citation Watched Pages — the pages you chose to keep an eye on.
  • Prompt Responses — the raw answers AI engines gave to your prompts.
  • Prompt LLM — ask an AI model a question and use its answer in the next step. Great for writing, summarizing, or making a decision.
  • Get Sitemap — list every page on a website.
  • Web Page Scrape — pull the text from a single page.
  • Web searches — look something up and get back answers with sources.
  • Create Post on WordPress — publish a post to a connected WordPress site.
  • CMS steps — create or update content in tools like Sanity, Contentful, or BaseHub.
  • Slack — send a message to a channel in a connected Slack workspace.
There are many more steps in all. The full list lives in the app, sorted by category. Open it from the side panel while you build.
Every published change makes a new version. Each run is recorded too, so you can open the history and check exactly what happened. You can also cancel a run while it is going.

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Keep going

Workflows overview

See what workflows are for and how they fit together.

Templates and schedules

Start from a ready-made workflow and run it on a schedule.