Automation & Integration

Scheduled Content Automation for External Websites

Monitor competitor websites, track industry changes, and keep your AI features synchronized with external content—all automated
Transform any public website into a monitored data source. Schedule automatic imports that track changes, trigger AI analysis workflows, and keep your Public AI Chat up-to-date with the latest external information.

Manual Content Monitoring is Inefficient

Teams waste valuable time on repetitive monitoring tasks that could be automated.

Constant Manual Checks
Team members manually visiting competitor sites daily or weekly
Missed Changes
Important updates slip through when checking isn't frequent enough
No Historical Record
Previous versions lost, can't track changes over time
Analysis Bottleneck
Manual review and summary creation takes hours

Automated Website Monitoring & Content Synchronization

Clear Ideas Web Import automatically captures content from any public website on your schedule—hourly, daily, weekly, or monthly. Version management tracks every change, AI Workflows can analyze updates automatically, and Public AI Chat stays current with the latest external information.

Scheduled Automation
Set it and forget it. Import content daily, weekly, or monthly. Web Import runs automatically in the background and stores results for review.
Version Management & Change Tracking
Every import creates a new version only when content changes. Track exactly what changed, when, and compare versions side-by-side for competitive analysis.
AI Workflow Integration
Trigger AI Workflows automatically when content changes. Summarize competitor updates, identify risks, flag key changes—all hands-free.
Powers Public AI Chat
Your Public AI Chat automatically stays synchronized with imported content. Visitors always get answers from your latest external sources.

Complete Web Content Automation

Import Configuration
Flexible options for capturing exactly the content you need.
  • Any public HTTP/HTTPS website
  • URL masking to specific sections
  • Link depth control (1-3 levels)
  • HTML pages and PDF documents
  • Organized destination folders
Scheduling Options
Run imports on your schedule.
  • Daily: Once per day at specified time
  • Weekly: Specific days of week at specified time
  • Monthly: Specific dates or expressions at specified time
Version Management
Track every change with complete historical archive.
  • One-to-one URL mapping
  • Automatic versioning on changes
  • Access any previous version
  • Smart change detection
  • Complete historical archive
AI Integration
Connect imported content to AI features seamlessly.
  • Public AI Chat auto-sync
  • Workflow triggers on changes
  • Scheduled workflow chaining
  • Full-text and AI-Enhanced Search
  • Private data security treatment
Management & Control
Full visibility and control over automation.
  • Active/inactive toggle
  • Last run / next run visibility
  • Bulk schedule management
  • Immediate import testing
  • Schedule execution history
Security That Grows With You
Secure handling of external content with governance controls.
  • Public content only (no auth)
  • Encrypted storage at rest
  • Role-based access control
  • Site-scoped isolation
  • Complete audit trails

Real-​World Automation Scenarios

See how organizations use Content Automation to transform monitoring into intelligence.

Competitive Intelligence Monitoring
Marketing team tracking 5 competitor websites for product updates with weekly imports, AI workflow summaries, and automated email delivery. Competitive insights delivered every Monday without manual work.
Regulatory Compliance Tracking
Legal team monitoring government regulation pages with daily imports, AI workflow risk identification, and compliance team notifications. Alerted within 24 hours of regulatory changes.
Documentation Synchronization for Public Chat
SaaS company with public chat answering from official docs via daily imports. Public AI Chat configured to use imported content—visitors get answers from up-to-date docs automatically.
Industry News & Research Aggregation
Research team tracking multiple industry news sources with hourly imports, AI workflow topic extraction, and daily digest creation. Comprehensive industry intelligence without manual curation.

Automate Analysis with AI Workflows

Web Import creates the data foundation. AI Workflows turn that data into intelligence.

Competitor Change Summary
Weekly import triggers workflow that compares versions, extracts key changes, summarizes in executive briefing format, and emails to marketing team.
  • Automatic version comparison
  • Change extraction
  • Executive summaries
Regulatory Risk Assessment
Daily import triggers workflow that identifies new regulations, assesses impact on operations, flags high-risk changes, and creates compliance tasks.
  • Regulation identification
  • Impact assessment
  • Risk flagging
  • Task creation
Content Quality Monitoring
Daily import triggers workflow that checks for broken links, verifies technical accuracy, generates quality reports, and alerts documentation team.
  • Link validation
  • Accuracy checking
  • Quality reporting
  • Team alerts

Start Automating in Minutes

Test with Immediate Import
Navigate to site, click Web Import, enter URL, configure options
Verify Settings
Review results to ensure URL masking and depth work as expected
Create Schedule
Navigate to Site Settings > Web Import Schedules, create new
Configure Timing
Set frequency (hourly/daily/weekly/monthly) and specific times
Activate & Monitor
Save, activate schedule, and monitor first few runs

Powerful When Combined

Content Automation becomes exponentially more valuable when combined with other Clear Ideas solutions.

Public AI Chat
Import external documentation to power public chat on your website. Visitors get answers from your latest external sources. Chat stays automatically synchronized.
AI Workflows
Automate analysis of imported content. Trigger workflows on content changes. Create summaries, alerts, and reports automatically—every import becomes intelligence.
VDR for Due Diligence
Monitor target company websites during M&A. Track changes to public information. Build competitive intelligence repository with historical versions.
Included in Professional & Enterprise Plans
Web Import and scheduled content automation are available on Professional and Enterprise plans. Start a free trial to automate your external content monitoring today.
Free Plan
Limited immediate imports for testing
Professional Plan
Scheduled imports, multiple sources, daily/weekly frequency
Enterprise Plan
High-frequency scheduling (hourly), priority, dedicated support
Frequently Asked Questions

Web Import works with any publicly accessible HTTP or HTTPS website—no authentication required. It captures HTML pages and linked PDF documents. Common use cases include competitor websites, regulatory agency pages, industry news sites, documentation portals, and public knowledge bases. The content must be publicly viewable without login credentials.

Scheduled imports run automatically in the background at your chosen frequency: Hourly (every hour at a specified minute), Daily (once per day at a specified time), Weekly (on specific days of the week at specified times), or Monthly (on specific dates or expressions like "first Monday"). All schedules are timezone-aware and can be activated, deactivated, or modified at any time.

Clear Ideas maintains a one-to-one mapping between source URLs and imported files. When content changes, a new version is automatically created while preserving all previous versions. You can view any historical version, compare versions side-by-side to see exactly what changed, and track the complete evolution of external content over time. Versions are only created when actual content changes are detected, avoiding unnecessary duplication.

Yes, you have granular control over import scope. Use URL masking to restrict imports to specific sections (e.g., only pages under "/docs/"), set link depth to control how many levels deep the crawler follows links (1-3 levels), specify destination folders for organized storage, and choose whether to include linked PDF documents. These controls help you capture exactly the content you need without excess.

AI Workflows can be configured to run on schedules that align with your import schedules. For example, set a weekly import for Monday at 8 AM, then schedule a workflow for Monday at 9 AM to process the imported content. The workflow can compare versions, extract changes, summarize updates, identify risks, and send notifications—all automatically without manual intervention.

Absolutely. Every site includes an immediate Web Import option for testing. Navigate to your site, click Web Import, enter the URL, configure your settings (URL masking, depth, destination folder), and run it immediately. Review the results to verify settings work as expected, then create a schedule using those same settings for automated recurring imports.

Content imported via Web Import is automatically indexed and made available to Public AI Chat configured to use that site. When you schedule daily imports from your external documentation site, your public chat automatically stays synchronized—visitors always get answers from your latest documentation without any manual updates or synchronization steps.

Imported files are organized in your Clear Ideas site following the source website structure. You specify a destination folder, and Web Import creates subfolders mirroring the URL path structure. Each URL maps to one file location, with versions tracked automatically. Files are searchable via full-text and AI-Enhanced Search, and subject to the same role-based permissions as all other content in your site.

Yes, you can create multiple import schedules within a single Clear Ideas site, each targeting different source websites. Specify different destination folders for each source to keep content organized. This is ideal for competitive intelligence (monitoring multiple competitors), regulatory tracking (multiple government agencies), or news aggregation (multiple industry publications).

Storage consumption depends on the volume of content imported and change frequency. As versions are only created when content actually changes, storage is used efficiently.

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