How publish modes work#

PilotDeck writes and reviews your content in the same way in every mode. The publish mode decides what happens after you approve it: who puts it on your site, how much is automatic, and what access we need from you. Each site has one mode at a time. New sites start in Copy.

The three modes on Settings > Publishing. The card marked Where you are now is the active mode.

Compare the three modes#

Use this table to pick the mode that fits your site and the access you can grant. A chip shows whether something is included, limited, or not provided. Guided means PilotDeck tells you what to change and you make the change yourself.

CloneCMSCopy
Name in PilotDeckClone and fully manage (Recommended)Connect your CMSCopy it yourself
Article publishingIncluded: Automatic

We add it to your site's code and deploy it.

Included: Automatic

Created in your CMS through its API.

Not provided: Manual

You download it and paste it in yourself.

Scheduled auto-publishIncluded: Available

Anything that clears the quality gate goes live at your next slot.

Included: Available

Same schedule, delivered to your CMS.

Not provided: Not available

Scheduled publishing needs somewhere to publish to.

Technical SEO fixesIncluded: Applied for you

Approved fixes are applied in your code, then deployed.

Limited: Guided

PilotDeck tells you what to change and you apply it.

Not provided: Not provided
New pagesIncluded: Created for youLimited: Guided

You create the pages yourself.

Not provided: Not provided
Review before liveIncluded: Every draft waits

Approval is in PilotDeck. Nothing is pushed until you approve.

Included: Every draft waits

Approval is in PilotDeck, then it goes to your CMS.

Included: Every draft waits

Approving marks it ready to copy.

SetupLimited: Assisted setup

Request a connection and we onboard the site with you.

Included: Self-serve

Connect one CMS in Settings > Integrations.

Included: None needed

Active by default for every new site.

Access we needLimited: Repo and hosting

Maintainer-level repository access, plus access to your domain or hosting provider.

Limited: One credential

An API key, an integration key or an OAuth sign-in for your CMS.

Included: No access needed
Where content landsIn your repository, then on your live domain after deployment.In your CMS, as a draft or live.On your site, where you paste it.
Draft or liveNot provided: Live on approval

There is no draft state in the repository. Drafts are reviewed in PilotDeck.

Included: Your choice

Draft only or Publish live per connection.

Included: Your choice

You decide when to paste it.

Supported platformsLimited: Git-based sites

Sites we can register from a repository and deploy. See Clone mode.

Included: Seven connectors

See every platform and its setup in the CMS connection guides.

Included: Any site

You do the pasting.

Speed to liveIncluded: Minutes

After approval, depending on your build.

Included: Seconds to minutes

After approval.

Limited: As fast as you paste
RollbackLimited: Repository history

Changes are normal commits. Ask us to reverse one.

Limited: In your CMS

PilotDeck cannot restore a live post to draft.

Limited: On your own site

You remove it yourself.

Effort on your sideLowest after setup.Medium. Fixes and new pages stay manual.Highest. Every step is manual.
Best forSites where you want articles, fixes and new pages handled end to end.Sites already on a supported CMS that you want to keep.Trying PilotDeck, or sites where you cannot grant access.
Main limitsAssisted setup. Changes go straight to your default branch, with no pull request step.Fixes and new pages are guided. A retry after a failure can create a second post.Everything is manual. No fixes or pages for you.
Switching laterLimited: A few working days

Leaving a connected Clone site goes through your PilotDeck contact.

Included: Any time

In Settings > Publishing.

Included: Any time

In Settings > Publishing.

Review comes first in every mode. By default every draft waits for your approval before it goes anywhere. In Clone and CMS modes you can switch to scheduled auto-publish, as described in Draft handling and schedule.

Which mode should you choose?#

  • Choose Clone if you want the least work on your side and are comfortable giving repository and hosting access so we can apply fixes, add pages and publish.
  • Choose CMS if your site already runs on a supported CMS and you want articles published there without copy and paste.
  • Choose Copy if you cannot or do not want to give access, or you are trying PilotDeck out.
  1. 1Pick the mode on Settings > Publishing and confirm itYou
  2. 2Complete the setup for that mode, if it has anyYou
  3. 3PilotDeck writes drafts and sends them to reviewPilotDeck
  4. 4You approve a draft, or let scheduled publishing release itYou
  5. 5The draft is deployed to your site, published to your CMS or copiedPilotDeck
  6. 6Check the result on your live siteVerify

Draft handling and schedule#

Under What happens to a draft once it is written you choose between two behaviours. They apply to the Clone and CMS modes. In Copy mode, approving a draft marks it ready to copy, and scheduled auto-publish is not available.

Send to review first is the default. Auto-publish on a schedule releases drafts that clear the quality gate.
OptionWhat happens
Send to review firstEvery draft waits for you. Approving it publishes straight away, or copies it if you are in Copy mode.
Auto-publish on a scheduleAnything that clears the quality gate goes live at your next slot, with no approval step. Not available in Copy mode.

The Weekly draft limit caps how many drafts the automatic content pipeline writes each calendar week, from 1 to 5. It applies in every mode and does not apply to drafts you write yourself.

Switching modes#

Open Settings > Publishing, pick another card and confirm. You can move between Clone, CMS and Copy.

Leaving a connected Clone site is not instant. Once Clone is connected, PilotDeck shows that automatic fixes, new pages and publishing will stop and that Clone access will be revoked. The button becomes Contact admin, and the switch is handled for you. This can take a few working days.

Frequently asked questions#

Which mode is active now?

The card marked Where you are now on Settings > Publishing. The line under the heading also says it, for example "You are in CMS mode right now".

Can I use CMS mode and Clone mode together?

No. A site has one publish mode at a time. Clone changes your site's code, so it replaces the CMS route for that site.

Do I need to change my content settings when I switch?

No. Your brand profile and topics are separate from the publish mode. Only what happens after approval changes.

Does a publish mode cost extra?

This documentation does not list prices. Ask your PilotDeck contact about your plan.