Actions

Actions lists recommended changes, the questions they address, and their simulated results. Review each recommendation’s evidence and proposed page changes before deciding what to publish.

The five kinds of work

The playbook listing actions grouped by kind of work, each with an effort tag

Actions group by the proposed change:

Update Existing Content — clarify, expand, or support information on an existing page.
Create New Content — add a page addressing a question the report identified.
Counter Narratives — address specific inaccurate or unfavorable claims about your brand.
Influence Third Party — improve relevant information on reviews, directories, or other external sources.
Leverage Recency — update outdated facts, dates, statistics, or references.

The signal states help explain a question’s current result. Recommendations also consider its answer and sources; each signal can support different kinds of work.

Category counts match the recommendations shown. Recommendations with measured zero or negative lift are excluded for every plan. New-content and third-party work remains available alongside tested page edits when supported by the report’s evidence. These recommendations do not need an existing-page simulation to appear.

Quick Win and Strategic

Quick Win indicates a small, contained change. Strategic indicates a larger investment. Sort by Effort to review smaller changes first, or by Simulated Impact to compare predicted changes in the tested answers.

Tested before you invest

Palmata simulates proposed page changes against the affected questions and compares the resulting answers with the original answers. Simulated Impact describes that predicted change in how the answers evaluate your brand.

Changing the answer-engine filter changes the report answers you view. It does not replace the original answer used to test a page change or turn that result into a simulation for another engine.

A simulation is a forecast. It does not guarantee the same result after publication or establish a financial return. Inspect the proposed text and affected answers, then use a new report version to check changes after publishing.

You can edit and test your own version in Simulations.

When page recovery is enabled, Palmata can test a change using recovered passages from the cited page. Those passages may cover only part of the page. Check the proposal against the complete page before publishing.

Pages Palmata could not retrieve are hidden from action details and CSV and PDF exports. Recommendations are hidden from Actions, related-action counts, and exports when none of their pages are available.

Recommendations whose proposed page content matches the original content are also hidden.

Opening an action

An open action showing its pages, rationale, suggested approach, and predicted impact

Open an action to review:

Pages — the pages to edit or create.
Why — the finding behind the recommendation.
Suggested Approach — the proposed change.
Simulated Changes — the original and simulated answers to affected questions.

Follow an affected question to Prompt detail to read its full answer and sources.

Marking work complete

Each action has a status menu beside its effort tag, both in the list and when you open the action. Select the current status, initially To Do, then choose Done once you finish the work. The status saves automatically and is shared with everyone who can view the report.

Use In Progress while you work or Under Review when the change needs review. To reopen an action, choose To Do or In Progress from the same menu.

Marking an action Done records your team’s progress. It does not publish the suggested changes or verify their effect. Run a new report version after publication to review the answers again.

Reviewing completed actions

Return to the report’s Actions view to review finished work. Actions marked Done stay in their original category with their status visible. Palmata does not currently provide a separate completed-actions list or a status filter. Use the action search to find a recommendation by title, topic, or page URL.

Declining a recommendation

Choose Dismissed from the status menu if you decide not to carry out a recommendation. The action stays in the report with that status, so your team can review the decision later. You can change it back to To Do at any time.