| name | align-ghl |
| description | Run the GHL alignment script to review and tag opportunities with project codes. Use when user says "align ghl", "tag opportunities", or "link opportunities to projects". |
Align GHL Opportunities
Tag GHL opportunities with project codes from project-codes.json.
Workflow
Step 1: Dry Run
node scripts/align-ghl-opportunities.mjs
Show the output to the user. Review the auto-assign, needs-review, and no-match categories.
Step 2: User Review
Present a summary:
- How many will be auto-assigned (confidence > 0.7)
- How many need manual review (0.3-0.7)
- How many have no match
Ask the user if they want to proceed with auto-assignments.
Step 3: Apply (after user approval)
node scripts/align-ghl-opportunities.mjs --apply
Step 4: Refresh Health Scores
After tagging, refresh project health:
node scripts/compute-project-health.mjs --apply
Step 5: Verify
Query the data quality view to confirm improvement:
Report the new alignment percentages.