When to use it
Create or update workflows when you want teams to follow the same build, QA, approval, and deployment structure every time.
Workflows & AI
Move selected URLs into work and use AI only when it helps.
Workflows help teams move pages through build, QA, final review, and deployment. AI guidance helps users understand what to do next and, when enabled, generate targeted fixes for a page.
Create reusable workflow templates
Use the Workflow Builder to define the repeatable path your team wants content work to follow before it ever reaches a workspace.
What it controls
The builder defines the steps, expectations, and workflow path users will launch later from workspaces and query reports.
- Open Build a workflow from the Tools tab in Workspace Manager.
- Create or update the workflow structure your team wants to reuse.
- Save the workflow so it is available when users start work from selected URLs.
Start work from selected URLs
Workflows can begin from selected URLs in a workspace or from selected results in the Content Query Report.
Workflow title
Use a short descriptive title so teammates can recognize the work quickly.
Examples: Winter Banner Update, Homepage Asset Refresh, Rename HarborCrest References
Instructions
Add a short note if the team needs quick context about what should be changed.
Example: Replace homepage banner with spring campaign
Track one work package across stages
Workflow detail is where you review the pages in scope and move the work through stages such as build, QA, final approval, and deployment.
- The workflow keeps the production URL as the canonical page in the workspace.
- Stage audits can run on test or staging URLs during build, QA, and approval.
- After deployment, the production URL can be audited again.
Use AI when you want help moving from findings to action
AI Action Plan
Helps users understand what matters most, what can wait, and what to do next.
AI Fixes
When available, AI Fixes can suggest metadata, schema, copy improvements, and implementation notes for a page.
Important: AI Fixes are manual by design. They are meant to be user-triggered and reviewable, not automatic.
Share workspaces and follow updates from notifications
Sharing
Workspaces can be shared with individual users or user groups so multiple teammates can work from the same content set.
Notifications
The notification bell surfaces important updates such as indexing completion, workflow events, and workspace changes.