FU

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.zip

Installs 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.
86 charsno explicit “when” trigger
Intermediate

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

You give it
task involving designing, troubleshooting, or integrating logic related to a funnel
You get back
retrieved funnel documentation, updated documentation, or human escalation

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.md to 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:

  1. DO NOT ASSUME OR GUESS.
  2. You MUST refer back to the human.
  3. Pause your execution and immediately use the notify_user tool (or ask directly) with specific questions to clarify the missing information.
  4. 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:

  1. You MUST update the relevant funnel document in plans/knowledge/funnels/ to persist this new knowledge.
  2. If it's a new funnel altogether, create a new document using the standard template and link it in plans/knowledge/funnels/index.md.
  3. 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.

SkillInstallsUpdatedSafetyDifficulty
Funnels Knowledge Management (this skill)02moNo flagsIntermediate
prd116moNo flagsIntermediate
wiki-onboarding44moNo flagsBeginner
spec-writing11moNo flagsIntermediate

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