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

Source opportunity → notify

Find influential sources, notify inbox + webhook.

Get started Every workflow

Trigger

Source opportunity

What it does

Find influential sources, notify inbox + webhook.

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 →

Source opportunity → notifyWeeklyEnabledNo 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 source opportunities~~Impact score ≥ 60 · Max 5~~

At least N?~~sources · At least 1~~

Notify~~Info · List findings~~

Send webhook

−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

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

Find anything…⌘K

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

Autopilot	Status	Risk tier	Runs:
Update the Business Profile description to the 2026 positioning~~google-business · FlowCRM Inc. — Austinno connected Google account for this workspace~~	Failed	Your own accounts	12 days ago	Retry
Send the TechRadar review-seat pitch~~gmail · crm-desk@techradar.example~~	Awaiting approval	Your own accounts	—	ApproveCancel
Publish “The best CRM for nonprofits in 2026”~~wordpress · 3238719e-6b4e-4e50-a2a2-ec4acc9d73d7~~	Awaiting approval	Your own site	—	ApproveCancel
Publish the pricing FAQ block~~wordpress · draft-pricing-faqWordPress rejected the request: 401 Unauthorized (application password revoked)~~	Failed	Your own site	19 days ago	Retry
Send the crm.org pricing correction~~gmail · editor@crm.org~~	Cancelled	Your own accounts	—
Publish “FlowCRM for real estate teams”~~wordpress · 954e8e29-72a0-4f8f-bdd5-b1474798f203~~	Done	Your own site	22 days ago
Send the G2 review campaign invitation~~gmail · reviews@g2.example~~	Done	Your own accounts	last month

Mentions & Citations

Answers that named your brand

New mentions appear here as scans complete.

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⌄

Recent FlowCRM mentions~~Answers that named your brand~~

how much does FlowCRM cost per user

~~last month~~

FlowCRM free plan seat and contact limits

~~last month~~

FlowCRM data migration service price

~~last month~~

FlowCRM SSO add-on availability and price

~~last month~~

New mentions appear here as scans complete.

Brands and agencies track their AI visibility with Rixe

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Thoughts on Rixe

There are a lot of SEO tools, but when you try to understand why your brand isn't recommended in ChatGPT, things change a bit. Rixe is shaped exactly around this problem. I think it's a good approach.

Interesting product. I particularly liked the idea of comparing AI visibility with competitors.

What I find truly valuable here isn't just counting how many times a brand is mentioned. It's trying to understand which questions AI recommends a brand for, alongside which competitors, and in what way. Because being mentioned in an answer and actually being recommended are different things. It's good that Rixe addresses this distinction. It will also be important to see how consistent the data is over time.

Frequently asked

Find influential sources, notify inbox + webhook.

Find source opportunities → At least N? → Notify → Send webhook

By how often the answers in your prompt set lean on it, not by a third-party authority score. Influence here is measured in citations you can see.

The source, the prompts it influences, who it currently names, and whether it accepts contributions or listings.

No. You are not asking for a link; you are asking to be a fact in a page a model already reads. Those are different requests with different success rates.

Whoever writes well and can answer a follow-up question about the product. Editors reply to people who know the subject, not to templates.

It drafts one with the specific reason you belong in that page. Send it from a person; a templated pitch to an editor is a wasted first contact.

Usually fewer than ten in a category. The workflow ranks them so you spend the effort on the two that would change several answers.

Record it and it stops appearing. A refused source is information: it tells you which part of the category you cannot buy your way into.

Yes, the event carries the source, the prompt list and the reason, so outreach lives where your other pipelines already live.

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.

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