What can a workflow actually do?

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.

Do we have to build one from scratch?

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.

Where does the output land?

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.

What triggers a workflow?

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.

Does a workflow act without us approving it?

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.

Can we build one from scratch?

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

What happens if a step fails?

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.

How many can run at once?

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.

Runs nightly

Citation loss → refresh + Slack

Refresh pages losing citations, tell Slack.

Get started Every workflow

Trigger

Citation loss

What it does

Refresh pages losing citations, tell Slack.

Runs nightly

You set the threshold

Every workflow

Gaps

Gap → brief

Find prompts rivals pass, queue a brief, notify.

Open this workflow →Gaps

Weak format → audit + actions

Audit low-format pages and plan the fixes.

Open this workflow →Content refresh

Stale page → refresh

Refresh drafts for pages unchanged 180+ days.

Open this workflow →

Citation loss → refresh + SlackWeeklyEnabledNo issuesAll changes savedRunsCopilotRunSave⌘S

StepsPower Steps

Search steps

MEASURE

Find gaps~~Prompts a rival passes and you do not.~~

Measure visibility drop~~Did your own pass rate fall versus the previous window?~~

Find rival jumps~~Competitors whose pass rate rose markedly.~~

Find stale pages~~Tracked pages whose text has not changed for long.~~

Find citation loss~~Pages whose citations fell window over window.~~

Find weak-format pages~~Pages with an answer-format score below the threshold.~~

Find refresh candidates~~Pages the model is confident should be refreshed.~~

Measure coverage~~Buyer-journey stages the prompt set is short on.~~

Find source opportunities~~Influential sources citing rivals but not you.~~

Find GSC click drops~~Pages 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

Weekly~~Monday at 04:00 UTC · Enabled~~

Find citation loss~~Citation loss ≥ 30% · Max 5~~

At least N?~~pages · At least 1~~

Refresh page~~Max 3~~

Notify Slack

−90%+Auto-layout

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

One surface for every part of the visibility loop

Six screens carry the whole job: read the answer, score it, find the sources behind it, and turn the gap into work someone can pick up.

Sources

Source usage by domain

The sites and pages engines rely on when answering.

Open page →

FFlowCRM — United S…

Analytics

Prompts

Actions

Site

MMaya Chen~~maya.chen@flowcrm.io~~

Find anything…⌘K

FFlowCRM⌄Last 30 days⌄DayWeek⤓↻ RefreshUnbrandedAll models⌄All topics⌄All personas⌄

⌖ FlowCRM — United States⌄

Sources 16

The sites and pages engines rely on when answering.

Source usage by domain~~How often the top 5 domains were used in answers~~

All types⌄ChartTable

g2.com 54%▼ 3reddit.com 38%flowcrm.io 34%capterra.com 28%techradar.com 19%

Content types 9~~What kinds of content get cited~~

Directory / listingContent~~32%~~

ListicleContent~~21%~~

Forum / threadSocial~~14%~~

ComparisonContent9%

OtherContent8%

PricingContent6%

Profile / aboutSocial4%

FAQContent4%

ProductContent4%

Source	Type	Used	Citations	Trend
g2.com	You	100%	10,210	Stable	Create action
reddit.com	You	100%	7,293	Stable	Create action
flowcrm.io	You	94%	5,108	Stable	Create action
capterra.com	You	88%	4,471	Stable	Create action
techradar.com	You	71%	2,960	Stable	Create action

Content

Drafts

Measured gaps become briefs, briefs become drafts; nothing is published until you approve it.

Open page →

FFlowCRM — United S…

Analytics

Prompts

Actions

Site

MMaya Chen~~maya.chen@flowcrm.io~~

Find anything…⌘K

Content

Measured gaps become briefs, briefs become drafts; nothing is published until you approve it.

Page templates✦ Generate brief from gap

Open briefs4~~Not yet turned into content~~

Awaiting review1~~Waiting for you~~

Published1~~5 drafts~~

Briefs 5

Best-of listBest CRM with SSO and SCIM Supportin draft

~~$0.0024~~Generate content from this brief

The Best CRMs with SSO and SCIM SupportWhat is SSO and SCIM in CRM?How FlowCRM Handles SSO and SCIMComparing Top CRMs: SSO and SCIM FeaturesChoosing the Right CRM for Your TeamFAQs about CRM, SSO, and SCIM

13 citations, all linked to real source URLs.

ComparisonFlowCRM vs. Salesforce: A Detailed Comparison for SMBsin draft

~~$0.0018~~Generate content from this brief

FlowCRM vs. Salesforce: Feature OverviewPricing: FlowCRM's Predictable Costs vs. Salesforce's Tiered PlansEase of Use and Implementation for Small to Medium BusinessesKey Differentiators: Gmail-Native Experience vs. Comprehensive EcosystemSecurity and Compliance: What SMBs Need to KnowIntegrations and Ecosystem: Connecting Your ToolsWhich CRM is Right for Your SMB?Frequently Asked Questions About CRMs

9 citations, all linked to real source URLs.

GuideCRM reporting in FlowCRM: dashboards, forecasts and exportsin draft

~~$0.1710~~Generate content from this brief

What "limited reporting" gets wrongForecasting a quarter in three clicksExports and BI connectors

1 citations, all linked to real source URLs.

FAQFlowCRM security and SSO: what enterprise buyers askapproved

~~$0.1620~~Generate content from this brief

Authentication: SAML SSO and SCIM on the roadmapData residency and encryptionCompliance: SOC 2 Type IIFAQ

1 citations, all linked to real source URLs.

GuideFlowCRM for real estate teams: pipeline templates and mobile workflowsContent generated

~~$0.1840~~Generate content from this brief

Why real estate teams outgrow spreadsheetsPipeline templates for buyer and listing workflowsWorking deals from your phoneFlowCRM vs Pipedrive for real estateFAQ

2 citations, all linked to real source URLs.

Drafts 5

The Complete CRM Implementation Guide (2026 refresh)v1refresh