From agency-os
Audits an agency's automation and tool stack across CRM, email, project management, AI tools, and more. Captures what's automated vs. manual and identifies AI-ification candidates.
How this skill is triggered — by the user, by Claude, or both
Slash command
/agency-os:agency-automation-auditThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
The lightest of the bootstrap interviews — 10 minutes max. The point: capture what's already automated, what's still manual, and where AI could plug in. Personas read this so they don't recommend tools the agency already has (or worse, conflict with them).
The lightest of the bootstrap interviews — 10 minutes max. The point: capture what's already automated, what's still manual, and where AI could plug in. Personas read this so they don't recommend tools the agency already has (or worse, conflict with them).
Produce memory/automation-stack.md capturing the agency's current stack across the agency's own operations — not their clients' stacks. Categories:
Run through the categories in one pass. For each:
Don't moralize. If they're using a spreadsheet for CRM, capture that — don't pitch HubSpot. The point of this file is truth, not aspiration.
After the run-through, three quick questions:
# Automation Stack
**Last updated:** YYYY-MM-DD
## Current stack
| Category | Tool | Automated? | Notes |
|---|---|---|---|
| CRM | ... | ✅ / 🟡 / ❌ | ... |
| Email | ... | ... | ... |
| Calendar | ... | ... | ... |
| Internal comms | ... | ... | ... |
| External comms | ... | ... | ... |
| Project mgmt | ... | ... | ... |
| Docs / wiki | ... | ... | ... |
| Automation glue | ... | ... | ... |
| AI tools | Claude (this OS) + ... | ... | ... |
| Accounting | ... | ... | ... |
| Meetings | ... | ... | ... |
| Transcription | ... | ... | ... |
| Custom GPTs / Projects | ... | ... | ... |
## Manual hotspots (AI-ification candidates)
1. ...
2. ...
3. ...
## What's broken or fragile
- ...
## Brand touchpoints (client-visible)
- ...
## Gaps (no tool yet)
- ...
## MCP integrations available
{list which of the above have a Claude MCP — Slack, Gmail, Calendar, Notion, Linear, etc.}
Bootstrap complete. Five files in memory/. Personas are online.
Try it: run
/agency-head-of-salesand ask "what should I work on this week?" — they'll answer in your voice, with your offer, for your ICP, against your driver positioning.
npx claudepluginhub wesley248/agency-os-plugin --plugin agency-osGuides creation, editing, and verification of skills for AI coding agents using test-driven development with subagent scenarios. Use when authoring or debugging skills.