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

Rival watch (daily)

When a rival jumps, find gaps and request briefs.

Get started Every workflow

Trigger

Competitor surge

What it does

When a rival jumps, find gaps and request briefs.

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 →

Rival watch (daily)WeeklyEnabledNo 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.

5 steps · 4 connections

Daily~~Every day at 04:00 UTC · Enabled~~

Find rival jumps~~Jump ≥ 15% · Max 5~~

At least N?~~rivals · At least 1~~

Find gaps~~Rival rate ≥ 50% · Max 5~~

Create brief~~Max 2~~

Notify~~Info · List findings~~

−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.

Competitors

Tracked brands

The rivals AI answers place next to you; choose here who to track.

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⌄

Competitors 5

The rivals AI answers place next to you; choose here who to track.

+ Add

Tracked brands5

Your rank#3~~of 6 brands~~

Visibility40%~~HubSpot 58%~~

Tracked brands~~Ordered by mention rate; your own brand is marked.~~

#	Brand	Visibility	Recommended	Position	Sentiment
1	HubSpot	58%	99%	1.5	59	Its sources	Generate comparison page
2	Salesforce	42%	91%	2	52	Its sources	Generate comparison page
3	FlowCRMYou	40%	96%	1.8	79
4	Pipedrive	35%	91%	2.3	87	Its sources	Generate comparison page
5	Zoho CRM	30%	86%	2.3	60	Its sources	Generate comparison page
6	monday CRM	18%	67%	2.8	65	Its sources	Generate comparison page

Competitors

Score trend

This rival's AI scores, the sites that feed it, the questions it wins and its latest moves, on one page.

Open page →

FFlowCRM — United S…

Analytics

Prompts

Actions

Site

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

Find anything…⌘K

CompetitorsHubSpot

This rival's AI scores, the sites that feed it, the questions it wins and its latest moves, on one page.

Last 30 daysLast 90 days← Competitors

Visibility58%you: 40%~~Confidence interval 57%–60% · 5,985 runs~~

Avg. rank#1.5you: #1.8

Share of voice26%you: 18%~~of 6 brands~~

Sentiment59you: 79

Score trend~~Mention rate day by day: HubSpot and you. The shading is that day's confidence range.~~

HubSpot 64%▲ 10FlowCRM 44%

Topic strengths 5~~Its mention rate in every topic, next to yours. Its strongest topic first.~~

Topic	HubSpot	You	Prompt
Comparisons	67%	33%	10
Integrations	66%	61%	5
CRM software	60%	42%	31
Enterprise CRM	53%	9%	7
Plans and add-ons	11%	94%	5

Sources that lift HubSpot 15~~Domains cited in answers that mention this rival over the last 30 days. The ones that never cite us are outreach candidates.~~

Source	Answers	Also cites us
g2.com	1,770	Yes
reddit.com	1,299	Yes
flowcrm.io	999	Yes
capterra.com	900	Yes
techradar.com	757	Yes
softwareadvice.com	404	Yes
trustradius.com	404	Yes
crm.org	395	Yes
pcmag.com	395	Yes
zapier.com	395	Yes

Per page 10 ⌄1–10 / 15 ‹ ›

Agent

Defined playbooks

Runs nightly

Open page →

FFlowCRM — United S…

Analytics

Prompts

Actions

Site

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

Find anything…⌘K

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 you37~~Waiting for your decision~~

Active playbooks1~~Runs 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 visibilityon~~Last run 9/22/2026~~Disable

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-only~~9/22/2026~~ApproveReject

Weak formatsuggest-only~~9/22/2026~~ApproveReject

Stale pagesuggest-only~~9/22/2026~~ApproveReject

New gapbrief~~9/22/2026~~ApproveReject

Coverage gapsuggest-only~~9/21/2026~~ApproveReject

Decision log 1

approved~~9/10/2026~~

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

Brands and agencies track their AI visibility with Rixe

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

Thoughts on Rixe

Being well-ranked on Google is no longer the same as being recommended by ChatGPT. It's good to have tools that try to measure this difference.

Everyone in marketing talks about AI, but measurement is still a bit messy. Rixe at least provides a framework for looking at concrete data in this area. It's an approach that could be useful, especially when preparing content strategies.

I think they've focused on the right problem at the right time. I'm curious to see how the product evolves over time.

Frequently asked

When a rival jumps, find gaps and request briefs.

Find rival jumps → At least N? → Find gaps → Create brief → Notify

A rise in their share across several prompts in the same window, not one lucky answer. The threshold is yours to set.

The ones you pin, or everyone the answers name if you would rather be surprised. The second setting is how most teams discover a new entrant.

It finds the prompts where the jump happened and requests briefs for them, so the response is drafted before the weekly meeting.

It names the sources their winning answers used. That is usually the why, and it is often one article rather than a campaign.

Not if the category is growing. The panel shows whether your share fell or simply stayed flat while theirs grew, and those need different responses.

On the next daily run. A jump that starts on a Monday is in your inbox on Tuesday morning with the answers attached.

No. Everything is read from public answers, and nothing you track is visible outside your workspace.

Watch them to learn the sources, not to chase the share. The leader's source list is the most useful map in the category.

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%

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.com~~10 sources~~

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.com~~10 sources~~

Which reporting tool do agencies use?

1g2.comForum / thread1,770

2reddit.comSocial1,299

3flowcrm.ioYou999

4capterra.comReview900

5techradar.comComparison757

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

#1HubSpot58%

#2Salesforce42%

#3FlowCRM40%

#4Pipedrive35%

#5Zoho CRM30%

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.com~~10 sources~~

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.com~~10 sources~~

Which reporting tool do agencies use?

1g2.comForum / thread1,770

2reddit.comSocial1,299

3flowcrm.ioYou999

4capterra.comReview900

5techradar.comComparison757

Which tool has the most generous free plan?

Comparisons~~67% visibility~~

Integrations~~66% visibility~~

CRM software~~60% visibility~~

Enterprise CRM~~53% visibility~~

Plans and add-ons~~11% visibility~~

Jira or Linear — which one is easier?

79~~/ 100~~

Positive79%

Neutral0%

Negative21%

Which software is the fastest to set up?

Best analytics tool for e-commerce?

#1HubSpot58%

#2Salesforce42%

#3FlowCRM40%

#4Pipedrive35%

#5Zoho CRM30%

Which tool has the most generous free plan?

Comparisons~~67% visibility~~

Integrations~~66% visibility~~

CRM software~~60% visibility~~

Enterprise CRM~~53% visibility~~

Plans and add-ons~~11% visibility~~

Jira or Linear — which one is easier?

79~~/ 100~~

Positive79%

Neutral0%

Negative21%

Which software is the fastest to set up?

Best analytics tool for e-commerce?

#1HubSpot58%

#2Salesforce42%

#3FlowCRM40%

#4Pipedrive35%

#5Zoho CRM30%

Which tool is GDPR compliant?

1g2.comForum / thread1,770

2reddit.comSocial1,299

3flowcrm.ioYou999

4capterra.comReview900

5techradar.comComparison757

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

Which tool is GDPR compliant?

1g2.comForum / thread1,770

2reddit.comSocial1,299

3flowcrm.ioYou999

4capterra.comReview900

5techradar.comComparison757

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

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