Account Audit
See what's in a sub-account and what needs attention, without clicking through every settings screen.
A read-only skill for the Ask AI assistant in HighLevel™.
Account Audit inspects workflows, pipelines, tags, custom fields, custom values, forms, calendars and AI agents, then returns a structured improvement report that separates verified findings from things it couldn't check.
The problem
Sub-accounts you inherit or have run for years collect clutter: workflows left in Draft, inconsistent names, custom values that still hold placeholder text.
Finding it by hand means opening every settings screen, and it's easy to miss something or quote a count you never verified.
What it checks
It inspects the sub-account you're working in:
- Workflows and their folders, with Draft or Published status
- Pipelines and their stages
- Tags
- Custom fields and their folders, standard and custom kept apart
- Custom values, including placeholder text or empty values when the data shows it
- Forms and calendars
- AI chat and voice agents: the settings and actions that are retrieved
- Naming and spelling consistency, with examples
What it checks for accuracy
Every number comes from retrieved records, with how it was obtained: "23 of 23" or "3 returned; total not confirmed".
Breakdowns are checked to add up to their totals.
A blank setting in one data response is never treated as proof that it's absent.
What you get: the report
Every full audit returns the same eight sections:
- 01Account audited: the account name exactly as recorded
- 02Sections successfully inspected, with how each count was obtained
- 03Verified findings
- 04Potential problems requiring confirmation
- 05Recommended improvements: Critical, Recommended and Optional
- 06Actions requiring human approval
- 07Sections not verified
- 08Overall account organization assessment
Recommendations are grouped by priority:
- Critical
- Recommended
- Optional
There's no numeric health score and no PDF. The report appears as text in the Ask AI chat, where you can copy it.
How it works with Ask AI
- 01
Install it once
In Ask AI, open Customize, then Skills, choose Write skill instructions and paste the skill's name, description and instructions. It takes about five minutes and changes nothing in your account's data.
- 02
Run it from a new chat
Start a new Ask AI chat, type / and choose the skill, then add your request and press Enter once. Let it finish.
- 03
Review the report
Read the structured report. Every change it recommends needs your approval and is made by a person, never by the skill.
/Account Audit Run Account Audit on the current account. This is a read-only review. Do not make changes.
A full audit usually takes 2–6 minutes; focused audits often take about 2.
Read-only by design
Read-only by design
The skills never edit, publish, delete, book, schedule or send anything. If Ask AI offers to make a change during a run, decline it.
Verified, not guessed
Counts come from retrieved records. Anything a skill couldn't read is labelled not returned or not verified, never reported as missing.
Client-ready reports
Reports use neutral wording, don't name the software platform or GHL Automators, and quote your account's own names exactly. Review each report before sharing it.
- Change, delete, publish or activate anything
- Send emails, SMS or other messages
- Create scheduled tasks, triggers or recurring runs
- Ask for passwords or other credentials
- Look at other sub-accounts
What you receive
In the download
- The skill file, ready to paste into Ask AI
- Installation guide
- User guide with sample requests
- Limitations and known issues
- Release notes with checksums
- Licence
In the Client Portal
The skill package as a ZIP, with checksums.
The installation guide, readable online.
The user guide and sample requests.
Limitations and known issues.
Release notes and version details.
Delivery
After purchase, you sign in to the GHL Automators Client Portal, where each skill you own has its own course with the download and every guide.
Requirements
- A HighLevel plan that includes Ask AI, with Ask AI enabled for your user in the sub-account
- Access to Ask AI, then Customize, then Skills, in each sub-account where you'll use the skill
- One install per sub-account, per user. Skills are personal to the user who creates them
- Running Ask AI may use Ask AI usage on your HighLevel plan. The skill doesn't control or report on usage
Limitations to know
- It reviews workflow names, folders and status. It doesn't open workflows to check triggers, steps, run history or errors.
- Some settings may not be included in the data Ask AI receives. They're reported as not returned or not verified, never as missing.
- Section 1 may show business details stored on the account. Review the report before sharing it outside your organization.
Validated in October 2026 with full read-only audits on two different sub-accounts, checked against independently collected account data.
The complete limitations and known issues come with the skill.
Pricing
After purchase, you sign in to the GHL Automators Client Portal, where each skill you own has its own course with the download and every guide.
Checkout opens soon.
- Single-agency licence
- Install in any sub-account your agency manages
- Minor version updates included
- Installation guide, user guide and limitations
- Self-service support
Licence and support
- A single-agency, internal-use licence for the agency that buys it.
- Install and run it in any sub-account your agency manages, for any of your agency's users.
- Reports the skill produces in your accounts are yours to use and to share with your clients.
- Minor version updates are included, for example 1.3 to 1.4. A new major version may be sold separately.
- No resale, redistribution or repackaging of the skill files or documentation.
- Self-service installation.
- Written documentation and troubleshooting instructions: installation guide, user guide and limitations.
- No done-for-you installation, configuration or consulting.
Get all six for $67
$162 if bought separately. The bundle saves $95.
View the bundleMore Ask AI skills
Pipeline Recovery
A read-only recovery report for stalled deals and neglected leads.
Campaign Builder
A read-only campaign plan built from what's already in the account.
Onboarding Review
A read-only review of how a sub-account onboards new clients.