Getting Started with Floyi
This guide walks you through your first session in Floyi, from creating a project to generating your first brief and draft. It is designed for new users who want a clear path, not a full feature tour.
It follows the exact in-app flow: project → Brand Foundation → personas → Topical Research → SERP Clustering → Topical Map → Topical Authority → Planner → briefs and drafts.
If you want a detailed breakdown of every module, see the Floyi Tools Overview.
What you will do
Section titled “What you will do”In this guide you will:
- Create your first project.
- Set up Brand Foundation and personas.
- Run Topical Research for a core theme.
- Start SERP Clustering directly from the research outline (no exports).
- Build a Topical Map from clustering results.
- Run a Topical Authority compute.
- Prioritize topics in the Planner.
- Generate your first brief and draft.
You can do all of this with a single site or brand.
Step 1: Create your first project
Section titled “Step 1: Create your first project”- Sign in to Floyi.
- Create a new project and name it after your brand or main domain.
- Choose the primary country and language for your audience.
A project keeps Brand Foundation, personas, research, clustering, maps, briefs, and drafts together. One project per brand/domain keeps everything clean.
If you work with multiple brands or domains, create one project per brand.
Step 2: Set up Brand Foundation
Section titled “Step 2: Set up Brand Foundation”Next, give Floyi the context it needs so every workflow uses the same strategy.
- Open Brand Foundation in your project.
- Add brand name, domain, and a short description.
- Fill in: what you sell, who you help, value pillars/differentiators, and key competitors.
- Save it; you can refine tone and positioning later.
You can keep this light for your first run, then come back later to refine voice, positioning and detailed notes.
See: Brand Foundation
Step 3: Create 1 to 3 key personas
Section titled “Step 3: Create 1 to 3 key personas”Now define who you are writing for.
- Open Audience Insights.
- Use your Brand Foundation as context when prompted.
- Start with one primary persona such as:
- Your main buyer
- Your main user
- A key influencer or champion
- Generate the persona, then skim and edit:
- Role and responsibilities
- Pains and triggers
- Goals and success criteria
- Repeat for one or two more personas if needed.
You can always return to add, refine or delete personas, but having at least one solid persona will help all later steps.
See: Audience Insights
Step 4: Run Topical Research for a core theme
Section titled “Step 4: Run Topical Research for a core theme”With brand and audience in place, you can start building your topic strategy.
- Open Topical Research.
- Choose a core theme that is central to your product, for example:
- “Email deliverability for SaaS”
- “B2B payment processing”
- Select:
- Brand Foundation profile
- One primary persona
- Run the research to generate main topics and subtopics.
- Review the outline:
- Rename any topics that feel off
- Remove items that are clearly out of scope
- Add any obvious missing topics at the right level
You now have a structured outline tailored to your brand and audience, not a generic keyword dump.
See: Topical Research
Step 5: Start SERP Clustering
Section titled “Step 5: Start SERP Clustering”Next, connect your topics to real search behavior.
- From Topical Research, head directly to SERP Clustering.
- Confirm your country, language, and SERP similarity percentage.
- Run clustering to fetch SERPs and group related queries.
- Review the clusters:
- Check if the centroid keyword matches the main intent
- Merge or split clusters only where it is clearly needed
- Note any clusters that look like “supporting content” rather than main pages
You can re-cluster for free using the same SERPs, so do not overthink it on the first pass.
See: SERP Clustering
Step 6: Build your first Topical Map
Section titled “Step 6: Build your first Topical Map”Now you can turn clusters into a navigable map.
- In Clustering, click Start Topical Hierarchy when clusters look right.
- The map is generated from your clustering data; you land in Topical Map & Content Plan.
- Clean the hierarchy: pillars at the top, clusters under the right pillar, remove noise.
- Add or adjust URL slugs for page-level topics you plan to publish.
Your Topical Map is now a source of truth for how your site should be structured around this theme.
See: Topical Map
Step 7: Run your first Topical Authority pass
Section titled “Step 7: Run your first Topical Authority pass”If your site already has content, you can see where you stand today.
- In Topical Map, click Next: Topical Authority.
- Fix any validation issues (structure, required slugs) if prompted.
- Start the Topical Authority compute to fetch rankings and AI Overviews for the map.
- Once it completes, review:
- Coverage across the map
- Visibility and Share of Voice
- Which pillars and topics are currently weak or empty
If your site is new and has little or no content, you can skip this step now and return after you have published a few pieces.
See: Topical Authority Scorecard
Step 8: Prioritize topics in the Planner
Section titled “Step 8: Prioritize topics in the Planner”Now turn insight into a simple publishing queue.
- Open Topical Authority Planner.
- Use filters such as Not published, Not in SERP, or weak pillars.
- Pick 3–5 topics for your first batch.
- Confirm URL slugs, check suggested internal links/anchors, and add team notes.
- Use the Published toggle to reflect current status where applicable.
You now have a small, focused list of topics that matter to authority, not just isolated keywords.
See: Topical Authority Planner
Step 9: Generate your first brief and draft
Section titled “Step 9: Generate your first brief and draft”Finish the loop by creating content from the plan.
- In the Planner, pick one of your selected topics.
- Open the topic drawer and generate a Content Brief:
- Include your Brand Foundation and main persona
- Pull in relevant internal links and anchors
- Review SERP insights and competitors
- Once the brief looks right, open it in the Content Creation workspace.
- Use the AI Writer to generate a first draft.
- Edit the draft:
- Correct details and add real examples
- Tighten headings and structure
- Align tone with your brand
When you are happy, mark the content as ready to publish in your own CMS, then update its status in Floyi.
See:
Next steps
Section titled “Next steps”After you have completed this first loop:
- Repeat the workflow for additional pillars or themes
- Refine Brand Foundation and personas with real feedback
- Continue building briefs and drafts for your Topical Map to cover more of your product and customer journey
- Use Scorecard and Planner on a schedule to keep authority on track
From here, the individual module docs go deeper into advanced options, settings and edge cases. When you feel comfortable with this basic loop, the Floyi Tools Overview is the best place to explore everything else that is available.