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Brief:
A new task will be created on this client and assigned to the writer below.
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Client Portal Access
Invite contacts at this client to log in to /portal and see their own dashboard, reports, rankings, reviews, and content drafts.
Pick a GSC property
Properties visible to any team member's connected Google account. Click one to fill the GSC Property field.
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AI Agent & CMS Configuration
CMS is optional. Leave it on None (manual) and every approved fix simply becomes a task for your team to apply — the rest of the hub (audits, resolutions, AI drafts, reports) works exactly the same. Connect a CMS only when you want one-click push of approved fixes directly to the client's site.
💡 What does each CMS option need?
None (manual) — Default. Approved fixes become tasks assigned to a teammate with the proposed change pasted in. Copy & paste into the client's site.
WordPress — Needs the site URL + a WP username + an Application Password (not the regular password). Generate one at Users → Profile → Application Passwords.
Webflow — Needs the site's Site ID (from Webflow → Project Settings → Integrations) + an API token generated in the Webflow dashboard.
Shopify — Needs the shop's myshopify domain (acme.myshopify.com) + an Admin API access token from a custom app.
CMS Platform (optional)
Brand & Safety
Guides tone of AI-drafted meta descriptions, OG copy, schema.
The resolver skips pages whose URL contains any of these. Use * to block all pages (suggest-only for the client).
Create Report Template
Available Placeholders:
{{client_name}} {{client_domain}} {{brand_name}} {{brand_color}} {{logo_url}} {{report_date}} {{period}} {{traffic}} {{impressions}} {{ctr}} {{position}} {{delta}} {{domain_rating}} {{authority_score}} {{ref_domains}} {{narrative}}
Template Preview
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