Audit Generator
Build a new audit, RFP, or RFI
Pick type, service lines, and sections. Add account IDs where we have access — those sections run as true audits. Everything else generates best-practice recommendations. Output lands in the prospect's Drive folder as a Slide deck or Doc.
1Prospect Information
Company info seeds the title slide and deliverable metadata.
2Configuration
Type, service lines, and sections drive the recipe. Add account IDs where we have access for true audits; everything else becomes best-practice recs.
Select all that apply. Drives Claude framing, table columns, and chart emphasis.
Check any that apply. Shopping, catalog ads, and PMax are auto-detected from account data.
Each selected section gets an account ID field. Fill it in for an audit — leave blank for best-practice recs.
3Discovery & Context
Drive folder of call notes, pasted context, or both. Discovery context is woven into the narrative.
Powers the pain-point evidence slide. Leave blank to skip that slide.
Powers the Business Overview slide. Leave blank to skip that slide.
Powers the Next Steps slide. Leave blank to skip that slide.
4Deliverable
Format determines the template path and output type. Output auto-converts and lands in the client's Drive folder.
Fill in required fields above to generate.
OBx Audit Recipe Library