Set up Automation
Decide who selects content, who approves publishing, and when each source should publish.
Automation controls how five content sources move from Feed to Generate to Publish: SEO Opportunities, GEO Opportunities, News, YouTube, and Rewrite. Each source is independent, so you can automate one without automating the others.
Before you start
Complete Brand Context and prepare the source modules you want to use. Automatic publishing also needs a ready primary publishing destination. If there is no ready destination, keep publishing approval with a person until one is connected.
Automation starts off until you explicitly enable a source.
Choose responsibility for each source
Open a source and answer two questions:
- Who picks what gets written? Choose Surpasso or I pick.
- Who approves publishing? Choose Surpasso or I review.
The combination creates four practical workflows:
| Selection | Publishing | What happens |
|---|---|---|
| Surpasso | Surpasso | Surpasso selects, writes, and publishes automatically. |
| I pick | Surpasso | You approve the input; Surpasso writes and publishes it. |
| Surpasso | I review | Surpasso selects and writes; the finished article waits in Content Calendar. |
| I pick | I review | You choose the input; Surpasso prepares the draft; you approve publishing. |
When a human step is required, the source module or Content Calendar shows where to continue.
Configure source settings
Each source exposes only the choices relevant to it:
- SEO and GEO: writing-quality requirements and publishing timing.
- News: source freshness, content quality, and publishing timing.
- YouTube: relevant videos or all videos, transcript fidelity, standalone article quality, and publishing timing.
- Rewrite: high-potential or all eligible pages, rewrite quality, and publishing timing.
The Publishing timing setting controls where the item enters the queue and has two choices:
- When ready: begin the generation and publishing flow as soon as the item is selected. If you chose I review, the completed article waits for that review instead of publishing automatically.
- End of queue: place the item after the existing Content Calendar queue.
The recommended choice is shown inside each source. News, YouTube, and Rewrite usually benefit from timely handling; SEO and GEO usually fit better at the end of the planned queue.
Understand what turning a source off means
Turning off article automation stops that source from handing content to Automation. It does not delete saved results or necessarily stop the source module itself. For example, News Monitoring and the YouTube Channel Library can continue collecting items for manual review.
How to know setup is complete
The header shows how many of the five sources are on. Expand each enabled source and confirm its responsibility choices, source settings, and publishing timing. Changes save automatically; if saving fails, the page shows an error instead of silently applying an uncertain configuration.
Important limits
- Automation follows the settings and eligible items available in each source; it does not guarantee that every check will find something worth writing.
- Human publishing approval is still required whenever you select I review.
- Monitoring and article automation are separate decisions.