How to use an Action Board for local AI visibility fixes
Promptwatch's Discovery agent suggests up to five evidence-backed actions a week. Here is how to run its Action Board for a business with several locations: custom actions per city, owners, comments and the weekly digest.
Local AI visibility produces a lot of small, scattered problems. The Leeds page returns an error to a crawler. The York answer cites a directory where your clinic isn't listed. The Manchester page doesn't mention a service that clinic offers. None of these is big on its own, and each one belongs to a different person: a developer, whoever manages listings, a clinic manager.
A to-do list that knows about AI visibility helps here, as long as you set it up for locations rather than for one national website. This guide covers how to do that with the Promptwatch Action Board. For the general rules of running any AI visibility queue (intake review, deduplication, stale cards) see our action board governance guide. This post is about the local version.
What the Action Board does on its own
The Action Board is an AI-generated, prioritized GEO to-do list. A Discovery agent investigates your project data on a weekly schedule and suggests up to five evidence-backed actions per run. You can also add custom actions, give each action an assignee, discuss it in comments, and get a weekly digest email. Agent Chat can work the board too, so you can ask it to create, update or explain actions in conversation.
That cap of five per run is the number to plan around. A brand with 20 locations will not get a suggestion for every city each week, and it shouldn't. The Discovery agent goes after the strongest evidence first. Cities with quieter problems need a different intake route, which is where custom actions come in.
Set up the data the agent reads
The Discovery agent can only find local problems if the project holds local data. That means one monitor per location with the same prompts in each. City and state tracking start on Business ($579/mo) and are on every agency plan from Kick-off ($199/mo). On Essential ($95/mo) and Professional ($245/mo), monitors go down to country level, which works for a brand with one location per country and not much else.
Three more data sources make local actions much better:
- Agent Analytics crawler logs, from Professional and on every agency plan. Without them, the agent can't tell you that PerplexityBot or OAI-SearchBot failed on a location page, or why. Essential has no crawler logs.
- Visitor analytics, so an action can say whether a location page receives AI-referred visits and conversions.
- Site audits, which run weekly Site Health checks and report what changed since the last run.
If these aren't connected, the board will still fill up, but with weaker evidence.
Give every local action a location and an owner
The board works best for locations when each card answers two questions at a glance: which location, and who acts.
Put the location in the title of every action you create or accept. "Leeds: location page returns errors to ClaudeBot" is easy to find and assign. "Fix crawler error" isn't. It costs a few characters and makes the weekly digest readable for someone who only cares about one region.
Assign by the kind of fix, not by the location. A crawler error goes to whoever controls the server or CDN. A missing or wrong listing goes to whoever manages listings. A thin location page goes to content, but the facts on it come from the location manager. Use comments to pull that person in: "Can you confirm the Saturday hours and that implants are offered here?" That keeps the evidence and the answer on the card where the next person can see it.
Use custom actions for the cities the agent skipped
Once a week, after the Discovery run, scan the city monitors the agent didn't touch. Agent Chat makes this quicker. Ask something like: "Which city monitors lost Share of Voice this week and have no open action on the board? For each, show the cited domains that changed." Turn anything real into a custom action with the evidence in the description.
You can also feed the board from outside. Promptwatch's MCP server exposes action board tools, so an external agent that runs your weekly city digest can file what it finds as actions. Our city-level MCP walkthrough shows that loop.
Typical local actions and the evidence to ask for
These are the kinds of cards a multi-location board ends up holding. The evidence column matters most, because a local card without evidence is just someone's hunch.
| Action | Evidence to attach | Usually owned by |
|---|---|---|
| Location page fails for an AI crawler | Agent Analytics error and the failing bot | Developer |
| City answer cites a directory where you're missing | Citation analytics for that city monitor | Listings owner |
| Competitor's city page is cited instead of yours | Cited URL and Page Tracker history | Content |
| Location page lacks services offered there | Content gap analysis for the city's prompts | Content plus location manager |
| AI answer states wrong hours or address | The response text and the cited source | Location manager |
The last row needs care. An AI answer with wrong facts usually traces back to a page that states them. Find the cited source before you assign the card, because the fix is often on someone else's website, and the person doing the work needs to know which one.
A weekly rhythm that holds up
Monday: the weekly digest arrives. Triage the Discovery suggestions, accepting or dismissing each one.
Tuesday: run the "cities with no open action" question and add custom actions where the evidence holds up. Assign everything.
Rest of the week: owners work their cards and comment as they go.
Two weeks after a card closes: check the city monitor and the crawler logs to see whether the fix registered. A closed card isn't proof that anything improved. The monitor is.
Keep the board small. With 20 locations it's tempting to file a card for every dip. Most dips are noise. File the ones with a cause you can name.
Why this board and not a spreadsheet
You can run the same process in a spreadsheet, and many teams do. What a spreadsheet can't do is find the problem in the first place, attach the citation or crawler evidence, and check its own work two weeks later against live data. On Promptwatch the board sits next to the city monitors, the citations, the crawler logs and Agent Chat, so a card arrives with its proof attached. For multi-location brands that means Promptwatch on Business, where city tracking starts. Agencies get it on any agency plan. When a card turns into a content job, our guide to refreshing location pages for AI search covers the next step.