How do I trigger a Playbook from AEO Insights?

AI visibility changes fast. Connecting your AEO metrics to a Playbook trigger means your content workflows respond automatically when your brand's standing shifts, without anyone manually checking dashboards. This tutorial covers how to wire an AirOps Answer Engine Optimization (AEO) Insights signal to a Playbook trigger.

Key takeaways

  1. AEO Insight triggers connect your AI visibility metrics directly to Playbooks so the right workflow kicks off automatically when something changes.
  2. Track your own brand or a competitor; choose the entity, then pick a metric: Mention Rate, Share of Voice, or Citation Rate.
  3. Advanced filters let you narrow the trigger by topic, prompt type, tags, platform, region, or specific competitors for more relevant Playbook runs.
  4. Triggers are active the moment you save them; when a metric crosses your defined threshold, the Playbook runs automatically with the latest AEO data.
  5. You can attach multiple triggers to a single Playbook, each with its own metric, threshold, and filters.

Tutorial overview

Your AEO Insights data can do more than sit in a dashboard. AEO Insight triggers connect your visibility metrics directly to your Playbooks so the right workflow kicks off the moment something changes.

When a metric like Mention Rate, Share of Voice, or Citation Rate crosses a threshold you set, AirOps automatically runs the Playbook you've linked. That means you can respond to drops in AI visibility or spikes in competitor citations without manually checking dashboards every day.

This tutorial walks you through the full setup: accessing the trigger panel, choosing your metric, setting thresholds and timeframes, applying advanced filters, and saving your configuration. AEO Insight triggers fit naturally into a Content Engineering workflow. You define the conditions that matter to your brand, and AirOps handles the rest.

Practice

  1. Open the Triggers Panel, Select AEO Insight, and Configure Brand Kit and Metric Fields

    The Triggers panel in AirOps Playbooks is opened via the clock icon in the editor, where AEO Insight and schedule-based triggers are configured to automate Playbook execution. Select AEO Insight from the trigger type options to open the trigger configuration form. The form requires three fields: a Brand Kit selector, a Brand selector, and a Metric to monitor — these define the data source and signal that activates the Playbook.

  2. Set Metric, Trend direction, and threshold percentage

    The AEO Insight trigger in AirOps Playbooks fires based on metric thresholds. Configure the Metric, Trend direction, and threshold percentage to define when the trigger activates.

  3. Filter by Topics, Prompt Type, and Regions

    The filter options in the AirOps AEO Insight trigger allow scoping the trigger to specific Topics, Prompt Types, and Regions. These filters ensure the trigger fires only for the most relevant changes.

  4. Save Trigger — AEO Insight appears in Configured section

    The Save Trigger button in AirOps activates the configured AEO Insight trigger. After saving, the trigger appears in the Configured section and the Playbook will run automatically when the threshold is met.