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How to Use the Planner

The Planner is IndexPilot’s central hub for scheduling, generating, and publishing articles. It helps you plan content in advance, monitor progress, and keep everything organized across your CMS.

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Key Features

  • Calendar View: See scheduled content by day or week

  • Article Types: Choose between Listicles, Step-by-Step Guides, and Explainers

  • Drag-and-Drop: Easily move scheduled content to different dates

  • Status Tracking: Quickly check whether an article is planned, generating, or published


Using the Planner

Step 1: Open the Planner

  • Log into IndexPilot

  • Select Planner from the menu

  • Pick the site you want to manage

Step 2: Adjust Settings

  • Click the Settings (gear icon)

  • Set how many articles per day to sync (1–10)

  • Choose whether articles publish immediately or as drafts

Step 3: Enable AutoPilot (Optional)

  • Use the AutoPilot toggle to let IndexPilot automatically fill your calendar with daily articles

  • You can still edit article types and instructions before they generate


Scheduling Articles

Manual Scheduling

  • From Keywords: Select a keyword → Add to Planner → Choose a date and time

  • From Articles: Take a completed article → Schedule for CMS → Pick a publish date

AutoPilot Scheduling

  • Fills your calendar automatically

  • Uses keywords from your pool

  • Keeps consistent daily time slots


Customizing Articles

For each scheduled article, you can:

  • Select article type (Listicle, Step-by-Step, Explainer)

  • Add custom instructions (focus, tone, audience, special requirements)

  • Override keyword selection with your own choice


CMS Publishing

Supported platforms:

  • WordPress → Direct publishing to posts

  • Webflow → CMS item creation and publishing

  • Other CMS → Export articles in HTML/Markdown

You can set publishing behavior per site:

  • Publish immediately

  • Save as draft for review


FAQs

Can I schedule multiple articles per day?
Yes — you can schedule up to 10 per day depending on your settings.

Can I edit an article before it goes live?
Yes — you can open and edit generated articles before CMS sync.

What if an article fails to publish?
You’ll see an error in the Planner and can retry or reschedule.

Do all team members see the same Planner?
Yes — the Planner is shared across your team, with permissions based on their role.


The Planner gives you control over your content calendar while still letting AutoPilot handle daily article generation. Use it to plan ahead, customize content, and stay on top of publishing.

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