What goes into an Agent Studio SEO report?#
A report flow reads everything the SEO project knows and writes it up as one document with a summary and next actions. It pulls from the screens your client never logs into, so the report is the proof of the work.
| Data | Source in the project | Proves |
|---|---|---|
| Rankings | Rank tracking | Positions gained and lost on the keywords that matter |
| Keywords | Keyword research and Saved keywords | The demand you are going after next |
| AI visibility | AI visibility tracking | Mention and citation rates across AI engines, against competitors |
| Search Console | Search performance | Real clicks, impressions and striking-distance wins |
| Analytics | GA4 reports | Organic sessions, key events and revenue |
How do I build my first client report?#
Build and share a client report
Step 1: Open Reports in your SEO project
It sits under Workspace in the project rail and lists every report the project's flows saved, newest first.Open ReportsStep 2: Save a report template (optional, recommended)
Press Report templates, then fill in Name, When to use it and Instructions: the audience, sections in order, tone and sign-off.Open Report templatesStep 3: Build the report
Press Build a client report. The client report template opens with your project and site filled in. Test it in a dry run, then run it.See the client report templateStep 4: Read it, then share it
Open the saved report, read the summary, and turn on sharing for a public link. Print it or delete it from the same page.Open saved reports
How do I make every report follow my format?#
Save a report template per audience. A Monthly client report template might ask for a one-paragraph summary, wins, AI visibility, rankings, next actions and your sign-off; an Executive one-pager might ask for three numbers and three actions. Name the template in your report flow and every run follows it. The templates screen shows how many template slots the project has left.
How do I share a report with a client?#
Open the report and use the Sharing panel. Reports start Private; turn sharing on and Agent Studio creates a public link the client opens without an account. The chip changes to Shared with the date, and you turn it off again from the same panel. Print and delete sits below it for a PDF copy.
How do I send reports automatically every week?#
Run a report flow on a schedule. The SEO Studio: AI Visibility Tracking template asks your tracked prompts every Monday, compares the week with the one before, and saves a check-in to Reports with your mention and citation rates, the prompts where a competitor got named instead of you, and the pages those answers cite. Add a Schedule trigger to the client report flow for a monthly roll-up on top.
- AI visibility check-in: mention rate, citation rate, prompts lost to competitors
- Rank changes on tracked keywords
- New striking-distance queries from Search Console
- Client report built from your saved template
- Organic sessions, key events and revenue from GA4
- Search opportunities to work on next month
- Free SEO audit of the prospect's site
- AI Visibility Check report with your name on the cover line
- One-page pitch built from both
Can I send a free AI visibility report under my agency name?#
Yes. Run the AI Visibility Check on any site, scroll to Send this report as your own, add your agency or name to the cover line, and download a printable HTML report with the score, crawler table, checks and Prompt Pack. Pair it with the free SEO audit and you have a prospect pitch in five minutes.
Agencies bundle these into client reports, with real clicks from Search Console.
Turn this week's SEO work into a report
Open Reports, save your template, and build the first one.