Funnels Knowledge Management
Provides a protocol for documenting and managing marketing funnel logic to prevent configuration drift.
Install
mkdir -p .claude/skills/funnels-knowledge-management && curl -L -o skill.zip "https://agentskills.codes/api/skills/download/15582" && unzip -o skill.zip -d .claude/skills/funnels-knowledge-management && rm skill.zipInstalls to .claude/skills/funnels-knowledge-management
Activation
This is the description your AI agent reads to decide when to run this skill — the better it matches your request, the more reliably it fires.
Agent protocol for reading, interpreting, and updating marketing funnel documentation.Key capabilities
- →Retrieve information from funnel documentation
- →Consult specific funnel documents for data flow changes
- →Escalate unclear or missing information to a human
- →Update relevant funnel documents with new knowledge
- →Create new funnel documents using a standard template
How it works
The skill consults an index for active funnels, then accesses specific funnel documents for information, escalating to a human when documentation is unclear or missing.
Inputs & outputs
When to use Funnels Knowledge Management
- →Updating funnel documentation
- →Documenting CRM pipeline mapping
- →Verifying integration flows
- →Managing traffic source details
About this skill
Funnels Knowledge Base Skill
This skill governs how you interact with funnel documentation located in plans/knowledge/funnels/. This applies whenever you are tasked with designing, troubleshooting, or integrating logic related to any funnel (e.g., Eventbrite, GoHighLevel, Facebook Ads, Instantly).
1. Information Retrieval
- Always consult
plans/knowledge/funnels/index.mdto see the list of active funnels before assuming a system flow. - Consult the specific funnel document (e.g.,
ai-clinic.md,ai-fluency.md) when making changes that interact with that funnel's data flow.
2. Mandatory Human Escalation (No Guessing)
When working on a funnel integration, if any part of the flow, system trigger, technical integration, or CRM pipeline mapping is unclear, ambiguous, or missing from the documentation:
- DO NOT ASSUME OR GUESS.
- You MUST refer back to the human.
- Pause your execution and immediately use the
notify_usertool (or ask directly) with specific questions to clarify the missing information. - If a tag name, pipeline name, or sequence detail is unspecified in the documentation, ask the human for the exact expected value.
3. Knowledge Persistence
Once the human provides the answer or clarification:
- You MUST update the relevant funnel document in
plans/knowledge/funnels/to persist this new knowledge. - If it's a new funnel altogether, create a new document using the standard template and link it in
plans/knowledge/funnels/index.md. - Preserve the standard template sections (Overview, Traffic Sources, Entry Points, Flow, Integrations, CRM Mapping, Status).
When not to use it
- →When any part of the flow, system trigger, technical integration, or CRM pipeline mapping is unclear, ambiguous, or missing from the documentation
Limitations
- →The skill will not assume or guess missing information
- →The skill requires human intervention for unclear documentation
- →Documentation updates must preserve standard template sections
How it compares
This skill enforces a structured protocol for managing funnel documentation, including mandatory human escalation for ambiguities, which differs from ad-hoc documentation practices.
Compared to similar skills
Funnels Knowledge Management side by side with the closest alternatives in the catalog.
| Skill | Installs | Updated | Safety | Difficulty |
|---|---|---|---|---|
| Funnels Knowledge Management (this skill) | 0 | 2mo | No flags | Intermediate |
| prd | 11 | 6mo | No flags | Intermediate |
| wiki-onboarding | 4 | 4mo | No flags | Beginner |
| spec-writing | 1 | 1mo | No flags | Intermediate |
Try saying
Example prompts that trigger this skill in your AI assistant.
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