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WisePilot automates data collection, performance scoring, quality refinement, and strategic recommendations so your dashboards stay current without manual intervention. This page explains the daily and weekly rhythms, what data refreshes when, and where manual action is still needed.

Daily Automation

Every night, WisePilot runs a sequence of automated jobs that collect data, aggregate metrics, score assets, and surface insights. By the time you open the dashboard each morning, everything is up to date.

What Happens Overnight

All daily jobs complete before 8 AM UTC. By morning, your dashboards reflect yesterday’s data.

Background Quality Refinement

Blog content goes through a two-pass generation process:
  1. Pass 1 (Immediate) — When you generate a blog post, the initial draft is delivered immediately
  2. Pass 2 (Background) — Within minutes, a background refinement pass runs automatically to improve readability, brand voice consistency, claim accuracy, and CTA effectiveness
Pass 2 runs continuously throughout the day — you don’t need to wait or trigger it. If you open a blog post and see improvements appearing, that’s the background refinement at work.
Pass 2 respects your edits. If you’ve modified a section after generation, the refinement pass skips that section to preserve your changes.

Weekly Automation

On Mondays, additional analysis jobs run to surface strategic insights: Weekly jobs complete by mid-morning UTC on Mondays.

Data Freshness Reference

Use this table to understand when each data source was last refreshed and what delay to expect.

Freshness Status Indicators

Throughout the platform, freshness is shown as a badge:

What’s Automatic vs. What You Do

Fully Automated (No Action Needed)

  • Google data imports (GA4 + GSC snapshots)
  • HighLevel conversation, appointment, and opportunity syncing
  • Performance rollup and score calculations
  • Objective assignment and revision impact evaluation
  • Entity extraction and embedding
  • Background content quality refinement (Pass 2)
  • Weekly idea discovery and growth recommendations
  • Conversation quality scoring
  • Daily and nurture sequence snapshots

Triggered By You, Then Automated

Manual Actions We Recommend

These actions benefit from human judgment and can’t be fully automated:

Backfill and Manual Sync

When you first connect an integration, there’s no historical data yet. WisePilot handles this differently per source:
After connecting Google accounts or HighLevel, run a backfill to populate historical data immediately rather than waiting for it to accumulate day by day. This gives you meaningful scores and reports from day one.

Troubleshooting Automation

Scores aren’t updating

  1. Check the Data Quality Console for freshness status
  2. If the daily rollup is stale, scores can’t update — this is the most common cause
  3. If rollup is fresh but scores seem wrong, check Scoring configuration

Idea suggestions aren’t appearing

  • Discovery runs weekly on Mondays. If you just connected, wait until the following Monday.
  • Discovery depends on entity extraction — if your content library is new, there may not be enough data to identify gaps yet.
  • Check that you have at least one ICP configured — discovery uses ICPs to determine relevant topics.

HighLevel data seems outdated

  • Conversations sync daily. If a conversation happened today, it will appear tomorrow morning.
  • For large accounts (1,000+ conversations), the initial sync may take several daily cycles to complete. Each cycle processes as many conversations as it can within its time window and picks up where it left off the next day. Outcome classification (appointment bookings, opportunity wins) always runs regardless of how many conversations were processed.
  • Real-time form submissions arrive immediately via webhook — check the Data Quality Console to verify the webhook is active.
  • Appointments and opportunities sync daily alongside conversations.

Blog quality refinement didn’t run

  • Pass 2 runs every few minutes. If you don’t see improvements within 15 minutes, the post may not have triggered refinement (it skips posts that already pass quality thresholds).
  • If you edited the post before refinement ran, those sections are intentionally skipped to preserve your changes.