Workflow Templates

Don't want to build from scratch? These templates are ready to activate. Each one solves a common use case. Pick one, customize if needed, and you're monitoring automatically.

Essential templates

Visibility Drop Alert

When: Visibility decreases by 10% or more Then: Send email notification

The most important workflow. Catches significant drops so you can investigate and respond.

Recommended for: Everyone

Competitor Threat Alert

When: A competitor overtakes you on any prompt Then: Post to Slack, create task

Know immediately when competitors gain ground. Creates a task so you don't forget to investigate.

Recommended for: Competitive markets

Weekly Summary

When: Every Monday at 9am Then: Send email with visibility summary

Start each week knowing where you stand. Includes key metrics, changes, and trends.

Recommended for: Everyone

New Citation Alert

When: New citation source discovered Then: Send email with details

Stay on top of who's talking about you. Filter by positive/negative sentiment to focus on what matters.

Recommended for: PR and content teams

Advanced templates

Citation Gap Closer

When: Gap detected on high-authority source Then: Create task, post to Slack

Turn citation gaps into action items. Only triggers for valuable sources (DA 50+).

Recommended for: Content marketing teams

Research Digest

When: Research completes Then: Send email with full results

Automatic delivery of research results. No need to log in to see what happened.

Recommended for: Executives, busy stakeholders

Model-Specific Monitor

When: Visibility on specific model drops 15%+ Then: Send email, create task

Monitor a single model that matters most to your audience. Useful if you care more about ChatGPT than others, for example.

Recommended for: Focused optimization efforts

Crawler Watch (requires AI Pages)

When: AI crawler visits key page Then: Log to webhook

Track when AI models access your most important content. Useful for understanding crawl patterns.

Recommended for: Technical teams with AI Pages

Using templates

1. 1Go to Workflows → Templates
2. 2Browse available templates
3. 3Click Use Template
4. 4Customize parameters:

- Notification recipients - Thresholds - Channels

1. 1Test the workflow
2. 2Activate

Customizing templates

Templates are starting points. Feel free to modify:

• Tighten thresholds - Make alerts more specific
• Add conditions - Only fire for certain prompts or competitors
• Change actions - Switch from email to Slack
• Add actions - Send to multiple destinations

The template gives you the structure. You make it yours.

Creating your own templates (Scale)

Made a workflow others on your team should use?

1. 1Open the workflow
2. 2Click Save as Template
3. 3Name and describe it
4. 4It appears in your team's template library

This standardizes monitoring across your organization.

Recommended starter set

If you're new to workflows, start with these three:

1. 1Visibility Drop Alert - Catch problems
2. 2Weekly Summary - Stay informed
3. 3Competitor Threat Alert - Know the competition

This gives you essential coverage without overwhelming notifications.

Next steps

Now that your monitoring is automated, dive deeper into account management: