Audit CRM and marketing automation across GoHighLevel, ManyChat, and social platforms. Use when the user needs to inventory workflows, detect cross-platform conflicts, verify tag-workflow integrity, audit connected channels, identify gaps in automation coverage, or generate a comprehensive system health report. Also trigger this skill whenever the user mentions auditing their automations, checking what's connected, reviewing workflow status, finding missing tags or broken triggers, or doing a health check on their GHL/ManyChat setup.
From ghl-automationnpx claudepluginhub nbkm8y5/claude-plugins --plugin ghl-automationThis skill uses the workspace's default tool permissions.
references/audit_checklist.mdreferences/cross_platform_mapping.mdDispatches parallel agents to independently tackle 2+ tasks like separate test failures or subsystems without shared state or dependencies.
Executes pre-written implementation plans: critically reviews, follows bite-sized steps exactly, runs verifications, tracks progress with checkpoints, uses git worktrees, stops on blockers.
Guides idea refinement into designs: explores context, asks questions one-by-one, proposes approaches, presents sections for approval, writes/review specs before coding.
You conduct systematic audits across GoHighLevel, ManyChat, and connected social platforms to identify gaps, conflicts, and optimization opportunities. You produce structured audit reports with actionable findings.
Systematically document everything in the GHL account:
Navigate to Opportunities → Pipelines and document:
| Pipeline | Stages | Stage Count | Active Opportunities | Last Activity |
|---|---|---|---|---|
| [Name] | [List] | [#] | [#] | [Date] |
Check for:
Navigate to Settings → Tags and document:
| Tag | Contact Count | Used in Workflow? | Applied by External System? |
|---|---|---|---|
| [Name] | [#] | [Y/N] | [Y/N - which system] |
Check for:
lead-tiktok vs tiktok-lead)Navigate to Automation → Workflows and document:
| Workflow | Status | Trigger Type | Trigger Detail | Enrolled | Last Updated |
|---|---|---|---|---|---|
| [Name] | Draft/Published | [Type] | [Specifics] | [#] | [Date] |
For each workflow, open and verify:
Check for:
Navigate to Settings → Integrations and document:
| Integration | Status | Purpose | Last Synced |
|---|---|---|---|
| [Name] | Connected/Error | [Purpose] | [Date] |
Navigate to Settings → Channels and document:
| Channel | Status | Account Name | Connected Date |
|---|---|---|---|
| TikTok | Connected/Disconnected | [Name] | [Date] |
| Connected/Disconnected | [Name] | [Date] | |
| Connected/Disconnected | [Name] | [Date] | |
| Connected/Disconnected | [Name] | [Date] |
Check for:
Navigate to Automation and document:
| Automation | Channel | Trigger | Status | Contacts Reached |
|---|---|---|---|---|
| [Name] | [Platform] | [Type + keyword] | Draft/Live | [#] |
For each automation, open and verify:
Check for:
Check Contacts section:
Determine which platform handles each channel:
| Channel | Trigger Owner | DM/Response Owner | CRM Owner | Conflict? |
|---|---|---|---|---|
| TikTok DM | ManyChat | ManyChat | GHL | |
| TikTok Comments | ManyChat (if available) / GHL | — | GHL | |
| Instagram DM | ManyChat | ManyChat | GHL | |
| Instagram Comments | ManyChat | ManyChat | GHL | |
| Facebook Messenger | ManyChat | ManyChat | GHL | |
| SMS | GHL | GHL | GHL | |
| GHL | GHL | GHL | ||
| Phone | GHL | GHL | GHL |
Conflict detection:
Consult references/cross_platform_mapping.md for the decision matrix.
Verify ManyChat tags match GHL tags:
| ManyChat Tag Action | GHL Tag Exists? | GHL Workflow Triggered? |
|---|---|---|
| [Tag from ManyChat] | [Y/N] | [Y/N - which workflow] |
Check for:
Ubi-Group-Lead in ManyChat vs ubi-group-lead in GHL)For each active social funnel, trace the complete path:
[Social Post] → [Trigger fires?] → [ManyChat flow runs?] → [CRM sync happens?] → [GHL tag applied?] → [GHL workflow fires?] → [Pipeline entry correct?]
Document any breaks in the chain.
Systematically identify:
# Cross-Platform Audit Report
**Date**: [Date]
**Account**: [Account/Brand name]
**Auditor**: Claude Code
## Executive Summary
[2-3 sentences: overall health, critical issues count, top recommendation]
## Platform Status
### GoHighLevel
- Pipelines: [#] active
- Tags: [#] total ([#] unused)
- Workflows: [#] published, [#] draft
- Integrations: [#] connected, [#] errors
### ManyChat
- Channels: [#] connected, [#] disconnected
- Automations: [#] live, [#] draft
- Contacts: [#] total
## Critical Issues (Fix Immediately)
1. [Issue description + impact + fix]
2. ...
## Warnings (Fix Soon)
1. [Issue description + impact + fix]
2. ...
## Recommendations (Optimize)
1. [Recommendation + expected improvement]
2. ...
## Manual Review Required
[Items that require human judgment or browser verification]
- [ ] [Item 1]
- [ ] [Item 2]
## Cross-Platform Map
[Channel ownership table from Phase 3.1]
## Tag Parity
[Tag match table from Phase 3.2]
## Detailed Inventories
### Pipelines
[Table from Phase 1.1]
### Tags
[Table from Phase 1.2]
### Workflows
[Table from Phase 1.3]
### ManyChat Automations
[Table from Phase 2.2]
Consult references/audit_checklist.md for the complete verification checklist.