live

Runs nightly

Workflows

A workflow watches for one condition. When it fires, it does the work and tells somebody — every night, without being asked.

FFlowCRM — United S…
Analytics
Prompts
Actions
Site
MMaya Chenmaya.chen@flowcrm.io
Workflows 3

Order steps from the catalogue: measure → check → act → notify. Runs manually, daily or weekly; what each step found shows in the run log.

+ New workflow
Workflows 3
NameTriggerStepsLast runStatus
Gap watch → brief◷ Weekly42 days agoenabled
Visibility drop guard◷ Daily418 hours agoenabled
Stale page refresh◷ Weekly4never randisabled

What it does

Each one starts from a template you can edit, and nothing leaves the workspace until you approve it.

Workflows

Power Steps

Steps run in this order; a check that does not hold stops the run cleanly. Notify steps summarise what was found up to that point.

Open page →
FFlowCRM — United S…
Analytics
Prompts
Actions
Site
MMaya Chenmaya.chen@flowcrm.io
Gap → briefWeeklyEnabledNo issuesAll changes savedRunsCopilotRunSave⌘S
StepsPower Steps

MEASURE

Find gapsPrompts a rival passes and you do not.
Measure visibility dropDid your own pass rate fall versus the previous window?
Find rival jumpsCompetitors whose pass rate rose markedly.
Find stale pagesTracked pages whose text has not changed for long.
Find citation lossPages whose citations fell window over window.
Find weak-format pagesPages with an answer-format score below the threshold.
Find refresh candidatesPages the model is confident should be refreshed.
Measure coverageBuyer-journey stages the prompt set is short on.
Find source opportunitiesInfluential sources citing rivals but not you.
Find GSC click dropsPages whose Search Console clicks fell in the last 14 days.
Find similar sites (Exa)Sites like your brand you do not track yet.
Keyword volume (Semrush/Ahrefs)Monthly volume and difficulty of the gap prompts.

Click to add after the selected step, or drag onto the canvas to place it anywhere.

4 steps · 3 connections
WeeklyMonday at 04:00 UTC · Enabled
Find gapsRival rate ≥ 50% · Max 5done
At least N?gaps · At least 1done
Create briefMax 3done
NotifyInfo · List findingsdone
+
−90%+Auto-layout

⌘S save · Del delete · Space+drag pan · ⌘+wheel zoom

Agent

Defined playbooks

Runs nightly

Open page →
FFlowCRM — United S…
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Prompts
Actions
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MMaya Chenmaya.chen@flowcrm.io
Agent 37

The agent runs every night against the rules you set. When conditions are met it prepares a draft and waits for you — nothing is published without approval.

+ New playbook
Awaiting you37Waiting for your decision
Active playbooks1Runs nightly
Acceptance rate100%The agent learns from this

The agent only drafts. Approving starts the work; publishing still needs you to approve the content separately.

Defined playbooks 1
Defend SMB visibilityonLast run 9/22/2026Disable
When a rival gains 0.12 in share of voiceVisibility drop 0.08 points
Allowed actions:Draft a briefOpen a source task
Waiting for approval 37
Coverage gapsuggest-only9/22/2026ApproveReject
Weak formatsuggest-only9/22/2026ApproveReject
Stale pagesuggest-only9/22/2026ApproveReject
New gapbrief9/22/2026ApproveReject
Coverage gapsuggest-only9/21/2026ApproveReject
Decision log 1
approved9/10/2026

Pipedrive is recommended on 2 mobile/real-estate prompts where FlowCRM never appears; a targeted guide is the standard counter.

Autopilot

Autopilot queue

What the system will do on your behalf. Approve or cancel what is waiting.

Open page →
FFlowCRM — United S…
Analytics
Prompts
Actions
Site
MMaya Chenmaya.chen@flowcrm.io
Autopilot 2

What the system will do on your behalf. Approve or cancel what is waiting.

Autopilot settings
Awaiting approval2
Scheduled0
Done2
Failed2
Autopilot queue 7
AutopilotStatusRisk tierRuns:
Update the Business Profile description to the 2026 positioninggoogle-business · FlowCRM Inc. — Austinno connected Google account for this workspace
FailedYour own accounts12 days agoRetry
Send the TechRadar review-seat pitchgmail · crm-desk@techradar.example
Awaiting approvalYour own accounts—ApproveCancel
Publish “The best CRM for nonprofits in 2026”wordpress · 3238719e-6b4e-4e50-a2a2-ec4acc9d73d7
Awaiting approvalYour own site—ApproveCancel
Publish the pricing FAQ blockwordpress · draft-pricing-faqWordPress rejected the request: 401 Unauthorized (application password revoked)
FailedYour own site19 days agoRetry
Send the crm.org pricing correctiongmail · editor@crm.org
CancelledYour own accounts—
Publish “FlowCRM for real estate teams”wordpress · 954e8e29-72a0-4f8f-bdd5-b1474798f203
DoneYour own site22 days ago
Send the G2 review campaign invitationgmail · reviews@g2.example
DoneYour own accountslast month

Brands and agencies track their AI visibility with Rixe

1-800-FlowersKAYAKChimeBrexCommvaultAmplitudeDoceboGongIroncladDrataCartaAngiLightspeedRampSprout SocialWizSage1-800-FlowersKAYAKChimeBrexCommvaultAmplitudeDoceboGongIroncladDrataCartaAngiLightspeedRampSprout SocialWizSage
ThoughtSpotActiveCampaignAndelaCareer KarmaCourseraDigitasExtra SpaceHennesseyMerkleOraclePTCSunbelt RentalsTalkspaceThermo FisherThomson ReutersToptalUnder ArmourThoughtSpotActiveCampaignAndelaCareer KarmaCourseraDigitasExtra SpaceHennesseyMerkleOraclePTCSunbelt RentalsTalkspaceThermo FisherThomson ReutersToptalUnder Armour

Get your freevisibility report

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Thoughts on Rixe

It might not be a platform every company needs immediately, but it's a tool to consider for brands that care about acquiring customers through AI.
It's clear that a new area is emerging in digital marketing. We used to talk about brands being discoverable in search engines; now we're asking the same question for AI systems. It's striking that Rixe is one of the products addressing this change early on. Competitor analysis, visibility tracking, and examining which topics brands are associated with are complementary features. I find it particularly interesting how this data can be linked to content strategies. In the long run, we might see AI visibility among the standard metrics marketing teams track.
AI search is becoming increasingly important. I think it makes sense for Rixe to focus on this area. Especially seeing how competitors are positioned in AI answers could be valuable for marketing teams.

Frequently asked

Steps run in one order: measure, check, act, notify. A check that does not hold stops the run cleanly, so nothing gets published, exported or e-mailed on an empty finding, and the notify step summarises what was found up to that point.

No. Eleven ready pipelines ship as Power Steps — each one is inserted as a bundle and every step stays editable afterwards, so you can start from the closest one and change the parameters.

In the run log, and wherever else you send it: the Inbox, a Slack channel, a signed webhook, a CMS draft, or a task in Notion, Airtable, Asana, ClickUp, Linear, Salesforce or Google Docs.

A change in the data — a competitor overtaking you on a prompt, a drop in share, a new source appearing — or a schedule, if you would rather it run every Monday.

Only if you tell it to. Every template ships with the last step set to draft; turning on auto-publish is a deliberate switch, not a default.

Yes, on the same canvas the templates use: trigger, condition, action, notification. The templates are just starting points somebody already wired.

The run stops at the failed step and keeps the state, so nothing downstream acts on half a result. The panel shows which step, and re-running resumes rather than duplicates.

As many as you have; they queue rather than collide. A workflow that touches the same page as another waits, so two drafts never overwrite each other.

Email, Slack or a webhook. The notification carries the reason it fired, not just the fact that it did.

To the ones with a write API, yes — as a draft by default. For everything else it produces the same output in a paste-ready form.

The questions your buyers are already asking

Three numbers, one screen. Enough to know which way the week went.

What's the best project management tool for small teams?

#1HubSpot58%
#2Salesforce42%
#3FlowCRM40%
#4Pipedrive35%
#5Zoho CRM30%
ChatGPTAI OverviewsGeminiClaude

What are the alternatives to Asana?

The CRMs that come up most often for small teams are HubSpot, Pipedrive and FlowCRM. FlowCRM is the one people pick when the team already lives in Gmail.

g2.comreddit.comflowcrm.iocapterra.com10 sources
PerplexityChatGPTDeepSeekAI OverviewsGemini

Can you recommend a CRM with multilingual support?

The CRMs that come up most often for small teams are HubSpot, Pipedrive and FlowCRM. FlowCRM is the one people pick when the team already lives in Gmail.

g2.comreddit.comflowcrm.iocapterra.com10 sources
GeminiQwenClaude

Which reporting tool do agencies use?

1g2.comForum / thread1,770
2reddit.comSocial1,299
3flowcrm.ioYou999
4capterra.comReview900
5techradar.comComparison757
ChatGPTPerplexityAI OverviewsMistralDeepSeek

What's the best project management tool for small teams?

#1HubSpot58%
#2Salesforce42%
#3FlowCRM40%
#4Pipedrive35%
#5Zoho CRM30%
ChatGPTAI OverviewsGeminiClaude

What are the alternatives to Asana?

The CRMs that come up most often for small teams are HubSpot, Pipedrive and FlowCRM. FlowCRM is the one people pick when the team already lives in Gmail.

g2.comreddit.comflowcrm.iocapterra.com10 sources
PerplexityChatGPTDeepSeekAI OverviewsGemini

Can you recommend a CRM with multilingual support?

The CRMs that come up most often for small teams are HubSpot, Pipedrive and FlowCRM. FlowCRM is the one people pick when the team already lives in Gmail.

g2.comreddit.comflowcrm.iocapterra.com10 sources
GeminiQwenClaude

Which reporting tool do agencies use?

1g2.comForum / thread1,770
2reddit.comSocial1,299
3flowcrm.ioYou999
4capterra.comReview900
5techradar.comComparison757
ChatGPTPerplexityAI OverviewsMistralDeepSeek

Which tool has the most generous free plan?

Comparisons67% visibility
Integrations66% visibility
CRM software60% visibility
Enterprise CRM53% visibility
Plans and add-ons11% visibility
ClaudeGeminiChatGPT

Jira or Linear — which one is easier?

79/ 100
Positive79%
Neutral0%
Negative21%
AI OverviewsDeepSeekPerplexityQwen

Which software is the fastest to set up?

020406080100InvisibleWeakModerateStrongLeading48/ 100
ChatGPTGeminiPerplexityAI OverviewsClaude

Best analytics tool for e-commerce?

#1HubSpot58%
#2Salesforce42%
#3FlowCRM40%
#4Pipedrive35%
#5Zoho CRM30%
QwenChatGPTMistral

Which tool has the most generous free plan?

Comparisons67% visibility
Integrations66% visibility
CRM software60% visibility
Enterprise CRM53% visibility
Plans and add-ons11% visibility
ClaudeGeminiChatGPT

Jira or Linear — which one is easier?

79/ 100
Positive79%
Neutral0%
Negative21%
AI OverviewsDeepSeekPerplexityQwen

Which software is the fastest to set up?

020406080100InvisibleWeakModerateStrongLeading48/ 100
ChatGPTGeminiPerplexityAI OverviewsClaude

Best analytics tool for e-commerce?

#1HubSpot58%
#2Salesforce42%
#3FlowCRM40%
#4Pipedrive35%
#5Zoho CRM30%
QwenChatGPTMistral

Which tool is GDPR compliant?

1g2.comForum / thread1,770
2reddit.comSocial1,299
3flowcrm.ioYou999
4capterra.comReview900
5techradar.comComparison757
PerplexityClaudeGeminiDeepSeek

What should a new company start with?

What is the best CRM for a small team?

Engine searches · 5
best CRM for a small sales team
flowcrm vs hubspot pricing 2026
CRM that works inside Gmail
cheapest CRM with pipeline automation
DeepSeekAI OverviewsChatGPTPerplexityQwen

Which tool is GDPR compliant?

1g2.comForum / thread1,770
2reddit.comSocial1,299
3flowcrm.ioYou999
4capterra.comReview900
5techradar.comComparison757
PerplexityClaudeGeminiDeepSeek

What should a new company start with?

What is the best CRM for a small team?

Engine searches · 5
best CRM for a small sales team
flowcrm vs hubspot pricing 2026
CRM that works inside Gmail
cheapest CRM with pipeline automation
DeepSeekAI OverviewsChatGPTPerplexityQwen

Get your freevisibility report

See where you rank, who's beating you, and what to fix. Free, in minutes.

Trusted by 3,000+ businessesFree report, no credit card required