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GHL Automations Documentation + Gap Report

Complex ·ClickUp: review ·Open in ClickUp ↗ ·Updated 2026-08-03
What this task isFull GHL automations audit (426 workflows, 81 folders) vs 35 ClickUp entries is complete, but five scoping decisions are pending from Jet — including rename mismatches, taxonomy migration, and whether to track 88 masterclass workflows. Cannot progress without those calls.
The Request

Master inventory and gap report comparing GHL workflows to the ClickUp Automations Database.

Result: 426 GHL workflows live (across 81 folders). Only 35 entries in ClickUp Automations Database (15 GHL + 10 Zapier + 10 other). Gap: 411 GHL workflows not tracked in ClickUp.

Five decisions queued for Jet:

  1. Rename mismatches (3 ClickUp rows whose names no longer match the current GHL workflow names)
  2. Taxonomy migration (old vs new [N] CAPTURE / ATTRACT / RETAIN / ENGAGE / OPERATIONS structure)
  3. Masterclass scope (88 individual masterclass-invite workflows — track all, track parent, or skip?)
  4. Drafts scope (currently in [3] RETAIN / Drafts folder — track or skip?)
  5. Bulk-add scope (decision on which untracked workflows to add to the Database)
Build Plan

Not planned yet.

Accomplishment Report

Not built yet.

Compiled by Dispa · Top Rep Training