Prerequisites
Before turning on automations, make sure you have:- A site on a Pro or Advanced plan with available AI credits
- A connected Google Search Console property (required for Search Opportunity and Article Boost agents)
- A connected CMS integration if you want created or refreshed articles to publish automatically
- Opportunity data flowing — automations act on Search, AI, or Outreach queues
Open the Automations page
- Select your site from the workspace switcher
- Click Automations in the left sidebar (
app.trysight.ai/automations) - You’ll see any existing automations for that site, plus buttons to create new ones
Automations are per site. Switch sites in the workspace switcher to manage automations for a different property.
Create a template automation
The fastest way to get value is to start with a specialist agent template:- Click New automation
- Choose From template
- Pick a template — most teams start with Search Opportunity Agent
- Configure the fields below
- Click Save and toggle Enabled on
Configuration fields
| Field | Description |
|---|---|
| Name | A label for your automation (e.g. “Daily content gap articles”) |
| Instructions (optional) | Extra guidance appended to the agent’s built-in playbook — tone, score thresholds, topics to avoid |
| Schedule | When the automation runs (UTC). See schedule options below |
| End date (optional) | Auto-disables the automation after this date |
| Enabled | Master on/off switch |
| Notifications | Email and/or Slack summaries when a run completes |
Schedule options
Schedules use UTC and are evaluated every 15 minutes. Pick from presets like:- Every 15 minutes, hourly, every 6 or 12 hours
- Daily at 6 AM, 9 AM, 12 PM, or 6 PM UTC
- Weekdays at 9 AM or 6 PM UTC
- Weekly (Monday, Wednesday, Friday, Sunday, or Mon & Thu)
- Monthly (1st or 15th)
Create via Agent chat
You can also ask Sight AI Agent to set up an automation for you:- Open Agent in the sidebar (
app.trysight.ai/agent) - Ask something like: “Set up a weekly interlinking automation for this site”
- The agent proposes the automation — review the schedule, tools, and instructions
- Confirm when prompted
Run an automation manually
Even with a schedule, you can trigger a run immediately:- Open the automation on the Automations page
- Click Run now
Recommended first setup
For most sites, this sequence works well:Connect Google Search Console
Search and Article Boost agents need GSC data. Connect GSC →
Enable Search Opportunity Agent
Schedule daily. Default budget: 2 articles per run. Clears your Content Gap backlog automatically.
Review the activity log after 3–5 runs
Confirm the agent is picking sensible opportunities and not creating duplicates. Monitoring guide →
Layer in Article Boost + Interlinking
Once you have a content base, add Article Boost (refreshes) and Interlinking (internal links).
Outreach Agent setup
The Outreach Agent requires Advanced plan plus additional setup:- Configure Outreach Opportunities and your outbound email domain
- Set up the Outreach Inbox and email forwarding
- Create an Outreach Agent template automation from the Automations page
Legacy agent migration
If you previously enabled specialist agents from an older Agents settings page, Sight AI automatically imports active agents as automations the first time you open the Automations page for that site. Your schedules and settings carry over — no action required.Next steps
- Agent template reference — defaults, budgets, and behavior for each specialist
- Custom automations — build your own from the tool catalog
- Monitoring & troubleshooting — activity logs, Slack/email notifications, common issues