The operating decision
Start with a read-only reporting use case before automating content or reputation actions.
Build the workflow
| Step | Action |
|---|---|
| 1 | Name the system of record for prompts, pages, brands, and business outcomes |
| 2 | Define stable IDs and scope fields for every exported observation |
| 3 | Send raw evidence links with metrics and alerts |
| 4 | Limit write actions and require review for content or public-response changes |
| 5 | Monitor integration failures and reconcile counts between systems |
Example handoff
A dashboard join should connect an AI answer observation to platform, market, Prompt Group, date, page owner, and campaign—not merely a daily brand score.
Evidence to retain for AI search platform integrations
Keep these fields with the decision:
- trigger
- source identifier
- evidence link
- owner
- approval
- action
- status
- timestamp
- retry
- resolution
Operational limits
Integration availability and API limits are product-specific. Do not promise a connector until it has been verified in the current plan and environment.
UnderAI's role in the workflow
UnderAI's verified product surface provides workspace, project, prompt, snapshot, competitor, and citation concepts; external integration contracts require separate confirmation.