A new client onboarded: sources, permissions and a first health check
Switch to a new client's organization, see which sources are connected and what SAR may do on their site, and get a first list of what needs attention.
- Difficulty
- Beginner
- Time
- about 15 min
Switch to [client name]'s organization. List what is connected: WordPress, Google Analytics and Search Console, with the property and site chosen for each. On the WordPress site, tell me the WordPress version, whether WooCommerce is active, and what SAR may do there. Then give me a first health check and the backup situation: which backup plugin, and when the last good backup was. End with a short onboarding to-do list for my team.
Already connected?
If SAR is already in your AI app, this is enough:
Switch to [client name], show me what's connected and give me a first health check.
What happens
- The AI app lists the organizations your connection may use and switches to the client's for the rest of the conversation.
- It lists the client's connected sources and the identifiers chosen for each.
- It reads the site's status: name, address, versions, WooCommerce, and what SAR may do there, for example edit drafts but not publish.
- It reads what needs attention on the site and which backup plugin it uses, with the age of the last good backup.
- It writes the to-do list. Nothing changes on the client's site.
Approvals involved
Nothing here changes your site: no approval needed.
sar_list_organizationsList organizationsNonesar_select_organizationChoose an organizationNonesar_list_connected_resourcesList connected sourcesNonewordpress_get_site_statusSite statusNonewordpress_site_healthSite healthNonewordpress_backup_statusBackupsNone
What you get
A clear starting point for a new client: what is connected, what SAR may do, and what to fix first.
Related recipes
- Agencies · about 15 minA morning round of every client's site healthGo through each client organization you can use, check what needs fixing on its site, and get one list of what to handle today.
- Agencies · about 10 minThe last good backup of every site, in one tableAsk each WordPress site in an organization which backup plugin it uses and how old its last good backup is, and see which sites need attention.
- Agencies · about 25 minA departing team member's accounts found on every client siteWhen someone leaves your agency, find their WordPress accounts on each client's site and remove them, with their posts handed to a colleague.
Try it on your own site
Install the plugin, add SAR to your AI app and paste the prompt. Free to start.