Weekly check-in
Give me a Monday summary for acme.com: headline numbers, what moved since last week, the two biggest slips, and the top three actions.Your agent calls
list_sites, get_visibility_summary, search_prompts and get_actions, then writes the summary.
Competitive brief
Who is beating us on Perplexity and why? Show the prompts, what they said, and which sources they used.
get_competitors, search_prompts, get_prompt_detail, get_citations.
Content planning in your editor
I have one afternoon. Should I write something new or fix an existing page? Show me the options with effort.
get_page_revisions first (cheaper, faster), then get_content_opportunities. Follow with get_revision_detail for the exact edits.
Did it work?
We published the CRM migration guide three weeks ago. Is AI citing it yet?
get_content_performance, framed honestly: engines take a few weeks.
Technical health
Can AI crawlers read our site? What is blocked and what is missing?
get_site_health.
Agency roll-up
For every client in the Northbank workspace, list Prompt Visibility Rate and its change, sorted worst first.
list_workspaces, list_sites, then get_visibility_summary per site.
Patterns that work
- Ask for the numbers before the narrative. Agents summarise better when they have quoted the figures first.
- Name the site. Agencies with many sites should say which one; the agent will otherwise ask.
- Let the agent quote freshness. Every tool carries a Data as of stamp; a good summary repeats it.
- Do not ask it to change things. It cannot. Use Kevin in the app for board cards and drafts.