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Apps & PortalsCLICLI — Common Workflows

CLI — Common Workflows

Step-by-step walkthroughs of the most common tasks the DM team does using lm.

1. Morning Queue Review

Start the day by checking everything that needs attention across all tenants.

$ lm

lm › /status --all

  Leadmetrics Platform Status — Apr 4, 2026 09:00
  ──────────────────────────────────────────────────────────────────
  Tenant               Pending   Running   Blocked   Cost (Apr)
  ────────────────────────────────────────────────────────────────
  Acme Corp            5         0         0         $28.40
  Globex Corporation   12 ⚠      2         1 ⚠       $142.10
  Initech Corp         0         0         0         $4.20

lm › /use globex

  Switching to Globex Corporation

lm [Globex Corp] › /queue

  Pending Approvals (12)
  ───────────────────────────────────────────────────────────────
  ID      Type          Title                        Risk  Age
  ─────────────────────────────────────────────────────────────
  A-1250  blog_post     "B2B Lead Generation 2026"   low   18h ⚠
  A-1251  blog_post     "LinkedIn Strategy Guide"    low   18h ⚠
  A-1252  blog_post     "Email Outreach Templates"   low   17h
  A-1253  social_post   LinkedIn — Week 14           medium 8h
  ...

lm [Globex Corp] › /bulk-approve --filter "type=blog_post AND risk=low AND age>12h"

  Preview — 3 items will be approved:
    A-1250  "B2B Lead Generation 2026"    low · 18h
    A-1251  "LinkedIn Strategy Guide"     low · 18h
    A-1252  "Email Outreach Templates"    low · 17h

  Confirm? [y/N] › y

  ✅  Approved 3 items. Next activities queued: Publish to WordPress (×3)

2. Reviewing a Specific Blog Post

When you want to read the content before approving.

lm [Acme Corp] › /queue --type blog_post

  Pending blog posts (2)
  A-1234  "Why Local SEO Matters"      low   2h
  A-1235  "Emergency Plumber Brisbane"  low   2h

lm [Acme Corp] › /stream A-1234

  Streaming output — "Why Local SEO Matters"
  ─────────────────────────────────────────────────────────────

  # Why Local SEO Matters for Brisbane Plumbers

  Local SEO is no longer optional for businesses that rely
  on customers in a specific area…

  [End of output · 1,240 words · $0.018]

lm [Acme Corp] › /approve A-1234

  ✅  Approved. Publish to WordPress queued.

lm [Acme Corp] › /reject A-1235 --reason "Tone is too formal — Clearflow uses a friendly, plain-English voice. Rewrite."

  ↩  Rejected. Re-queued to blog-writer with feedback.

3. Onboarding a New Tenant

Run the full setup chain for a new client from the CLI.

lm › /use new-client

  ⚠  Tenant 'new-client' not found.
     Did you mean: newclient-corp, new-horizons?
  Select › new-horizons

lm [New Horizons] › /run client-researcher

  Starting client-researcher for New Horizons…
  Activity ID: A-1260

  🤖 Client Researcher
  ────────────────────────────────────────────────────────
  Reading domain: newhorizons.com.au
  Crawling homepage, about, services, blog…
  Extracting: products, USPs, team, tone of voice…
  ▌ Analysing competitive landscape…

  ✅  Complete. Research notes saved.
  Next: /run competitor-researcher

lm [New Horizons] › /run competitor-researcher

  ✅  Complete. 3 competitors analysed.
  Next: /run context-file-writer

lm [New Horizons] › /run context-file-writer

  ✅  Client Context File generated and saved to skills.
  Action required: Review and approve the context file in Dashboard → Settings → Skills
  before running strategy.

Once the context file is approved in the Dashboard:

lm [New Horizons] › /run strategy-writer

  ✅  Strategy document generated.
  Action required: Review and approve in Dashboard → Strategy

lm [New Horizons] › /run deliverable-planner

  ✅  Deliverable plan created — 6 goals, 8 deliverable types.
  Monthly volumes set. Activity Planner will auto-run at month start.

4. Investigating a Failed Agent

lm [Acme Corp] › /agents

  Agent Queue Status — Acme Corp
  backlink-researcher   0 running   0 queued   1 failed ⚠

lm [Acme Corp] › /queue --status failed

  Failed (1)
  A-1239  backlink-researcher   "Find backlink prospects"   failed 45m ago

lm [Acme Corp] › /log A-1239

  Activity Log: A-1239 — backlink-researcher
  ─────────────────────────────────────────────────────────────
  11:30:12  queued       Enqueued to agent__backlink-researcher
  11:30:13  started      Adapter: ClaudeAdapter
  11:30:14  skill_loaded client-context-file.md
  11:30:15  tool_call    ahrefs.getDomainBacklinks → HTTP 429 Rate limited
  11:30:15  tool_call    ahrefs.getDomainBacklinks → HTTP 429 Rate limited (retry 1)
  11:30:20  tool_call    ahrefs.getDomainBacklinks → HTTP 429 Rate limited (retry 2)
  11:30:20  failed       Error: Ahrefs API rate limit exceeded after 3 retries

lm [Acme Corp] › /retry A-1239 --reason "Ahrefs rate limit should have cleared by now"

  ✅  Retrying. New activity ID: A-1262.

5. Uploading Documents to a Tenant’s Knowledge Base

lm [Acme Corp] › /kb

  Client Documents   3 files   29 chunks   ✅
  Website Content    142 pages 1,840 chunks ✅

lm [Acme Corp] › /upload ~/Downloads/new-brand-brief.pdf

  Uploading new-brand-brief.pdf to Client Documents (Acme Corp)…
  ✅  Uploaded (1.8 MB)
  ⏳  Indexing… ████████████████████  100%  22 chunks

  ✅  Indexed — 22 new chunks in client_documents

lm [Acme Corp] › /kb

  Client Documents   4 files   51 chunks   ✅  ← updated

6. Running a Monthly Report

lm [Acme Corp] › /run report-writer

  Starting report-writer for Acme Corp (April 2026)…
  Activity ID: A-1270

  🤖 Report Writer
  ────────────────────────────────────────────────────────
  Pulling GA4 data… ✅
  Pulling Google Search Console… ✅
  Pulling published content (12 blogs, 16 social posts)… ✅
  Pulling backlink status… ✅
  Comparing vs March 2026 goals…
  ▌ Writing executive summary…

  ✅  Report generated — 2,840 words.

  Action required: Review in Dashboard → Reports, then approve to send to client.

7. Checking Costs at End of Month

lm › /cost --all --period 2026-04

  Cost Usage — All Tenants — April 2026
  ─────────────────────────────────────────────────────────────────
  Tenant               Runs   Total Cost   Credits Used   Budget
  ───────────────────────────────────────────────────────────────
  Acme Corp            42     $38.40       420 / 1,000    ✅
  Globex Corporation   128    $182.10      910 / 1,000    ⚠ 91%
  Initech Corp         6      $4.20        42 / 500       ✅
  Umbrella Ltd         310    $420.80      840 / 2,000    ✅
  ───────────────────────────────────────────────────────────────
  Platform total       486    $645.50

lm › /use globex

lm [Globex Corp] › /cost --breakdown agent

  blog-writer          64 runs    $128.00
  keyword-researcher   12 runs    $24.10
  report-writer        4  runs    $16.00
  social-post-writer   48 runs    $14.00

8. Impersonating a Tenant to Debug an Issue

lm › /impersonate acme-corp

  ⚠  Impersonating Acme Corp. All actions logged.
  Confirm? [y/N] › y

  ✅  Impersonation token active for 30 minutes.
     Token copied to clipboard.
     Paste into https://app.leadmetrics.io to access as Acme Corp admin.

  [/end-impersonate to revoke early]

lm [Acme Corp — impersonating] › /queue

  [Viewing Acme Corp queue as impersonator — all actions logged]
  ...

lm [Acme Corp — impersonating] › /end-impersonate

  ✅  Impersonation revoked. Session logged.

9. Non-Interactive Use (Scripting)

# Morning standup snapshot — all tenants, JSON output
lm --run "/status --all" --output json > morning-status.json
 
# Approve all low-risk blog posts across all tenants (CI script)
lm --run "/bulk-approve --filter 'risk=low AND type=blog_post' --all" --quiet
 
# Upload multiple files to a tenant's knowledge base
for f in ./client-docs/*.pdf; do
  lm --run "/upload $f --tenant acme-corp --dataset client-documents" --quiet
done
 
# Check platform health in a monitoring script
lm --run "/status" --output json | jq '.infrastructure | .[] | select(.status != "healthy")'

10. Natural Language Shorthand (Examples)

lm › what's overdue across all clients?

lm › approve everything from Acme that's low risk

lm › show me what globex's keyword researcher found last run

lm › how much have we spent on blog writing this month?

lm › run site audit for initech

lm › which agents failed today?

lm › upload this file to acme's knowledge base
  [then drag a file into the terminal — triggers /upload with the path]
CLI — Command ReferenceDashboard App

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