How-To Guides

Step-by-step instructions for running analyses, reading reports, applying recommendations, and connecting third-party integrations in IndexMind.

These guides walk you through the core workflows in IndexMind. Each guide covers a single task from start to finish with clear steps you can follow immediately.

Available guides

Run an Analysis

Start a full crawl, probe, and AI analysis cycle. Track progress in real time and review results when complete.

Read Your Report

Understand your AI Optimization Score, the four scoring pillars, and what each section of the report tells you.

Fix Recommendations

Work with auto-generated fix suggestions. Approve, dismiss, or export recommendations to your task manager.

Connect Integrations

Set up ClickUp, Asana, Linear, Monday, or Notion to receive recommendations as actionable tasks.

Typical workflow

Most IndexMind users follow this cycle:

  1. Run an analysis on their website to get a fresh AI visibility score.
  2. Read the report to understand where their content performs well and where gaps exist.
  3. Review recommendations and approve fixes that align with their content strategy.
  4. Push tasks to integrations so their team can act on recommendations in their existing workflow tools.
  5. Re-run the analysis after implementing changes to measure improvement.

This cycle typically runs weekly or monthly, depending on how frequently you publish or update content.

Prerequisites

Before following these guides, make sure you have:

  • An active IndexMind account (set one up here)
  • At least one project created (create one here)
  • Editor or Owner role in the workspace (Viewers cannot run analyses or modify settings)

Each guide is self-contained. You can read them in any order. If you are new to IndexMind, start with Run an Analysis and follow the order listed above.