Build an AEO team action board (Platform: Finding Content Opportunities with Conductor)

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A team action board tells your practitioners where their biggest opportunities are — so they know where to prioritize their efforts for the week. This lesson shows you how to build a workspace that combines competitive intelligence, audience coverage, and topic-level performance from AI Search into a comprehensive weekly brief for your AEO and content team — organized into two parallel sections: one for brand mentions, one for website citations. 

Topics include:

  • Setting filters and choosing branded vs. unbranded prompts for your team's use case

  • Building a Brand Mentions section: Competitive Landscape by Topic, Personas and Intent Heatmap, Topic Coverage, and Topics table

  • Building a parallel Website Citations section with the same four widgets

  • Organizing and scheduling the board for weekly team delivery

🔁 Seen this video before? If you've already completed the AI Search Performance course, feel free to skip ahead.  

Step-by-step

Here are the steps we cover in the video, with relevant links to more information. Be sure to watch to get more context and decision support for potential choices you might have to make as you go: 

  1. Navigate to AI Search Performance ↗️ (Performance > AI Search) and set your filters before building. Tactical dashboards can be scoped more narrowly than executive ones — filter by the specific Topics, Personas, and Intent stages your team is responsible for. Then make a key decision on Prompt Type:

    • Unbranded — for teams designing content and website strategy to increase brand awareness. Shows how you compete in category-level conversations where users aren't searching for your brand by name — and where you need to earn your place in the answer.

    • Branded — for teams designing content and website strategy to shape the narrative about their brand online. Shows how your brand appears when users specifically search for you, and what topics and sources are defining that perception.

  2. Set your date range and enable Compare mode.

  3. Build your eight widgets, adding each one twice — once for mentions, once for citations. Add them to a new Workspace (three-dot icon → Add to Workspace) named something like "AEO Team Action Board."

    • Widget 1 & 2: Competitive Landscape by Top Topics — Navigate to the Competitive Landscape tab. Add the Competitive Landscape by Top Topics grid for mentions. Switch the active metric to citations and add it again. This widget shows which competitors are winning each topic — surfacing your most actionable competitive opportunities.

    • Widget 3 & 4: Personas and Intent Heatmap — Navigate to the Your Performance tab. Click the Your Brand Mentions KPI card and scroll to the Personas and Intent Heatmap. Add it. (You'll add the citations version after Widget 5.) This widget spots opportunities across the buyer's journey — showing exactly which audience and intent combinations have coverage gaps.

    • Widget 5 & 6: Topic Coverage — Still on Your Performance with Brand Mentions active, scroll to the Topic Coverage treemap and add it. Now click the Your Website Citations KPI card and add both the heatmap and the treemap again for the citations view — completing widgets 4 and 6. This widget spots topical opportunities — lighter tiles reveal which topic areas have the weakest coverage and most room to grow.

    • Widget 7 & 8: Topics table — Navigate to the Topics tab with Compare mode on. Sort by Mentions Coverage from high to low and add the table — title it "Topics by Highest Mention Coverage". Re-sort by Citations Coverage from high to low and add it again — title it "Topics by Highest Citation Coverage". This widget gives the team full performance monitoring — the complete topic list with period-over-period movement, so they can track gains and flag declines across everything they're tracking.

  4. Navigate to Workspaces ↗️ to organize. Arrange the eight widgets into two sections:

    • Header: Brand Mentions — Competitive Landscape by Topic (mentions) + Heatmap (mentions) + Topic Coverage (mentions) + Topics table (mentions)

    • Header: Website Citations — Competitive Landscape by Topic (citations) + Heatmap (citations) + Topic Coverage (citations) + Topics table (citations)

  5. Enable the Scheduled E-Mail toggle and set delivery for Monday morning.

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