A work board for AI visibility fixes, across every client
The Proofsource work board is where an agency delivers AI visibility work for its clients. Tasks born from fixes carry their draft, each task opens on its own playbook page with a check of what AI looks for, and a client review column asks the client to approve. Finishing a fix task dates the fix as shipped so its effect on answers in every engine your plan covers can be checked.
| To do | Doing | Client review | Done |
|---|---|---|---|
| Driffle: CRM integrations page | Driffle: sales-team comparison | Liftback: pricing FAQ | Driffle: homepage hero claim |
| Liftback: fix G2 listing facts | Northwind Bikes: llms.txt | Northwind Bikes: size guide page | Liftback: schema on plans page |
| Northwind Bikes: review request email | Liftback: comparison page vs a competitor | Driffle: integrations FAQ | Northwind Bikes: shipping policy answer |
Coach: Liftback pricing FAQ has waited 3 days for client review. Remind Liftback.
Client work board, in short
The facts, ready to quote.
- Columns
- To do, Doing, Client review, Done; drag tasks between them
- From fixes
- Tasks created from fixes carry their draft
- Playbooks
- Steps, draft and a pre-send check shown as N of M things AI looks for
- Shipped dates
- Finishing a fix task records the fix as shipped, ready to be checked
- Views
- Board, timeline across weeks and workload per person
- Clients
- Clients see their tasks, without internal notes or time
What is an AI visibility work board?
An AI visibility work board is a task board for the changes that make AI assistants name a brand: a comparison page, a pricing FAQ, a schema fix, a correction to a review site. It differs from a generic task board because each task is tied to the buyer questions it should win and to the check that proves it did.
Agencies often track this work in a project tool that knows nothing about AI answers, then rebuild the evidence by hand for the report. The task, the draft and the proof live in different places.
In Proofsource, tasks born from fixes carry their draft and open on a playbook page with steps and a pre-send check of what AI looks for. A client review column sends work to the client for approval. When a fix task is finished, the fix is dated as shipped, and a ship check confirms it is live, so the same questions can be asked again and the result shown to the client.
How it works
A work board for AI visibility fixes across clients: tasks born from fixes carry their draft, playbooks per fix, client review, timeline and workload.
Fixes become tasks
Each fix lands on the board with its draft attached.
Open the playbook
The task page shows steps, the draft and how many of the things AI looks for are covered.
Client review
Move the task to Client review and the client approves it in their portal.
Ship and date it
Finishing the task dates the fix as shipped; a check confirms it is live.
Prove it
The questions it targeted are asked again, and the result shows in the client's report.
See it in the product
Screens from the Proofsource app, drawn with sample data for an example brand.
- Answer the question in the first line: done
- Name the competitors compared: done
- Add a pricing table: to do
- Cite sources for claims: to do
- Add FAQ schema: to do
- Link the page from the nav: done
| Person | Load | Client | Time logged / budget |
|---|---|---|---|
| Priya | 80% | Driffle | 12 / 20 h |
| Sam | 45% | Liftback | 6 / 10 h |
| Ana | 95% | Northwind Bikes | 9 / 8 h |
| Jo | 60% | Driffle | 5 / 12 h |
Every capability, live today
9 shipped capabilities behind client work board, each in the product now.
Client work board
Drag tasks between To do, Doing, Client review and Done. The same tasks serve your agency view and each client's own view.
Task playbooks
Each task opens on its own page with steps for that fix type, the draft, and a pre-send check shown as N of M things AI looks for, plus a check that the fix really shipped.
Done dates the fix
Finishing a fix task records the fix as shipped; Client review asks the client to approve.
Work coach line
One sentence naming the most urgent task, with one Move it button.
Timeline view
Task bars across weeks, in its own view.
Workload view
Load per person and time logged against each client's budget.
Outreach from a task
Write the email inside the task, send it for sign-off, then send it through the outreach queue and mark it replied or shipped.
Nine-step client journey
See where each client brand stands across nine journey steps, worked out from pitches, proposals, work and proof.
Agency Work tool
Run client work from the Work tool in your agency workspace.
Who it is for
Ship fixes for every client
One board across clients, with drafts and playbooks on every task.
Balance the team
Workload shows who is overloaded and which client is over budget.
Report proof, not tasks
Shipped dates feed the check that shows what each fix changed.
Why it matters
Drafts attached
Writers start from the fix's draft, not a blank page.
Built-in quality bar
Playbooks show how many of the things AI looks for are covered.
Dated for proof
Ship dates let the same questions be asked again and compared.
Budgets in view
Time logged against each client's budget, per person.
Google AI OverviewsGoogle AI Mode
Client work board: Proofsource and other tools
AI visibility tools differ in how far they go from insight to delivered work; here is what each lists on its own pages.
| Capability | Proofsource | Otterly.AI | AthenaHQ | Writesonic | Peec AI | Scrunch | SE Ranking |
|---|---|---|---|---|---|---|---|
| Recommended fixes | YesFix tasks with a draft and playbook | RelatedRecommended next steps from brand report dataSource | RelatedOn-brand assets reviewed before publishingSource | Not listed | Not listed | Not listed | Not listed |
| Task board with client review | YesTo do, Doing, Client review, Done | Not listed | Not listed | Not listed | Not listed | Not listed | Not listed |
| Outreach to the sources AI cites | YesOutreach tasks with the email, sign-off and sending built into the board | Not listed | RelatedTargets the sources that shape AI recommendationsSource | YesDraft Email feature for citation outreach requestsSource | Not listed | Not listed | RelatedTraffic, Domain Trust and backlink checks to choose sources to contactSource |
| Many clients in one workspace | YesAgency Work tool runs every client's work in one place | YesSeparate team, reports, prompts per clientSource | YesAgency page: many brands in one platform with team permissionsSource | Related1 to 2 projects by plan; custom on EnterpriseSource | YesIsolated project per client; unlimited client workspacesSource | YesUnified workspace for multiple clients with prefilled dashboardsSource | YesManage team and client accounts in one platformSource |
| Most urgent work surfaced | YesOne sentence naming the most urgent task, with a Move it button | Not listed | Not listed | Not listed | RelatedRanked opportunities with evidence, fact-checking, custom actions; approval requiredSource | Not listed | Not listed |
Where each of them shines
Otterly.AI turns brand report data into recommended next steps, personalized since April 2026. Compare in full
AthenaHQ builds on-brand content from prioritized opportunities, reviewed before publishing.
Writesonic pairs AI visibility tracking with content writing in up to ten brand voices by plan.
Peec AI's agency setup gives each client an isolated project with unlimited client workspaces. Compare in full
Scrunch gives agencies one workspace for many clients, with dashboards prefilled for each. Compare in full
SE Ranking lets agencies manage team and client accounts in one platform.
Questions about client work board
What is an AI visibility work board?
A task board for the changes that make AI assistants name a client, where each task carries its draft, a playbook and a ship date that feeds the proof.
Where do tasks come from?
Fixes found for each client become tasks with their draft attached. You can also add your own tasks, including outreach emails.
What is a delivery playbook?
Steps for a type of fix, a draft, and a pre-send check that shows how many of the things AI looks for the work covers.
How does a client approve a task?
Move it to Client review. The client approves it from their portal.
Why does finishing a task date the fix?
So Proofsource knows when the fix shipped, can confirm it is live, and can ask the same questions again to show what changed.
Can I see team workload?
Yes. The workload view shows load per person and time logged against each client's budget.
Do clients see time logs?
No. Clients see their tasks without internal notes or time.
Keep exploring
Try it on your own brand.
Proofsource is live: scan your brand and see client work board at work with your own answers, competitors and sources.
Google AI OverviewsGoogle AI Mode