SEO SpyGlass lets you rebuild projects, update backlinks, publish reports and export data even when you are not at your desk. All you need to do is create tasks for jobs you would like to automate.
You can manage existing tasks or create new ones under Preferences > Scheduled Tasks & Alerts, or jump to the menu by clicking the corresponding button in the top toolbar:
To create a new task, click the Add button and follow the setup wizard. Hover over any existing task to Edit it.
Select the type of the task you'd like to automate: updating stats, exporting results, or publishing reports.
Choose a project (or a group of 3-5 projects) for which you'd like to schedule the task. If a project you need does not appear on the list, please click to Add Project and specify a path to the file on your hard drive or in your cloud storage. Only saved projects can be selected.
Set the recurrence rules for your task: how frequently it should be performed, on which day/time. You can also indicate whether missed/delayed tasks should be automatically re-run (in case you may be working in the program during the start time of the task, or your computer may be turned off accidentally), and choose if the projects should be auto-saved once the task is finished.
To get notified in case of any unexpected or drastic changes that appear after the task is complete, set up email Alerts: choose the conditions which trigger email notifications, and specify the email address (or multiple emails, hitting Enter after each).
Jump to this article to learn more about Alerts.
To make the task management convenient in the future, assign a descriptive name to your new task (indicating task type and frequency).
For the Data Export task, you'll have to select an export template additionally - either choose/edit an existing template or add a new one on-the-go.
To automate reporting, in Step 2 you’ll need to choose between SEO Audit and Page Content reports.
In Step 4 you’ll also need to select a report template to be used for a scheduled task. You can select any of the default templates, or go to Reports module to customize/brand or create a new template from scratch.
To specify the way your report will be delivered (saved to hard drive, emailed or published), select an existing publishing profile, or create a new one. The list of all publishing profiles can be found under Preferences > Publishing Profiles.
Once you finish setting up your scheduled tasks, make sure to click OK to save the changes in Preferences.
In the Scheduled Tasks & Alerts menu, you'll have the list of your tasks along with their recurrence rules and the Last Run Result. You can Add a new task anytime, as well as Edit or Clone an existing one.
Any task can be Removed (completely) or Disabled (temporarily, without being removed), and then Enabled back. To launch any task manually, select it and hit Run.
By editing a task (on-hover), you can rename it, manage the list of projects involved (add new ones, or uncheck any), adjust the recurrence rules, and email Alert triggers.
Please note that the software is desktop and therefore cannot start on its own. For SEO SpyGlass to perform the scheduled tasks, make sure to leave it running/minimized to Tray, and prevent your PC from Hibernating or going to Sleep mode.
You can go to Preferences > Misc Global Settings to choose what should be done by default upon closing the app that has active or scheduled tasks:
Please also ensure access to project files: all of the projects involved should be accessible through the paths you specified when creating your scheduled tasks. If a project has been moved to a different folder, please update its location in the scheduled task (edit it, uncheck the project in question, and Add it anew).