CONTENT CREATION
Quarterly Evergreen Portfolio Audit with Refresh Roadmap
Once a quarter an agent pulls the full evergreen library from BigQuery, scores every page on decay, freshness, and conversion value.
How it runs
The automated pipeline, trigger to output.
- TriggerQuarterly schedule
- ActionPull full evergreen catalog with metricsBigQuery
- LogicScore and bucket: refresh, consolidate, retire
- ActionWrite rationale and effort estimatesOpenAI
- ActionBuild ranked roadmap in NotionNotion
- OutputPost executive summary to SlackSlack
What it does
This is the strategic counterpart to the weekly detector. Each quarter an agent assembles the entire evergreen catalog from BigQuery, scores each page across traffic decay, content age, and conversion contribution, and clusters them into refresh, consolidate, or retire buckets. It writes a prioritized quarterly roadmap to Notion and posts an executive summary to Slack.
When to use it
Use it for quarterly content planning when you need to decide where to spend limited writer hours across hundreds of pages — not just react to individual drops, but plan the whole portfolio.
How it works
- 1A quarterly schedule starts the run.
- 2BigQuery returns the full evergreen page set with traffic trend, last-modified date, and assisted conversions.
- 3The agent scores and buckets each page into refresh, consolidate, or retire.
- 4OpenAI writes the rationale and effort estimate per recommendation.
- 5The agent creates a ranked roadmap in Notion and posts the headline numbers and top 10 priorities to Slack.
Set it up
What you configure once, before turning it on.
- 1Connect BigQueryDatasets, queries, schemas.
- 2Connect OpenAIModels, embeddings, files.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.

Run this workflow in your colony.
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