Kodara agency · GHL sub-account
Single running record of this sub-account: what was already there on day one, what we build, and what is still blocked. Every change we make gets a row in the change log at the bottom.
Baseline audit: 2026-07-30
Last updated: 2026-07-30
Location ID: blv9UyXPPVYu5DM6yB2n
Owner: Paul Gregorio
oyA9Xacq59mS2oedeQrAThis is a blank sub-account, not an existing build. Nine days old, no snapshot, zero contacts, zero conversations. The only thing anyone has made is one draft Instagram workflow that has never run. We are starting from scratch, which means no legacy mess to untangle and no existing automation to break.
Workflow buttons use the canonical app.gohighlevel.com deep-link, which redirects into the Kodara shell after auth. Section links use the Kodara portal directly. Log in at ghl.kodara.com first or the links land on a sign-in screen.
Every count below was pulled from the account itself, not from the UI sidebar. Anything marked zero was confirmed zero by direct read.
| Asset | Count | State | Notes |
|---|---|---|---|
| Workflows | 1 | Draft | Instagram Comment DM, trigger inactive, never run |
| Calendars | 2 | Auto-created | Personal calendars for Joe and Paul, 30 min, no booking calendar |
| Users | 2 | Active | Joe Brenneman and Paul Gregorio, both admin |
| Products | 1 | Unsellable | Security Deposit, digital, zero prices attached |
| Contacts | 0 | Empty | No list has ever been imported |
| Conversations | 0 | Empty | No inbound or outbound message history |
| Funnels and websites | 0 | None | |
| Forms and surveys | 0 | None | |
| Pipelines | 0 | None | No opportunity tracking exists yet |
| Tags | 0 | None | Naming convention is ours to set |
| Custom fields | 0 | None | |
| Custom values | 0 | None | |
| Email templates | 0 | None | |
| Trigger links | 0 | None | |
| Social accounts connected | 0 | None | Instagram is not connected, see blockers |
| Conversation AI employees | 0 | None | No knowledge bases either |
| Payment providers | 0 | None | No Stripe or PayPal connection |
| Phone number and A2P | 0 | Not provisioned | Every trust-center endpoint returns not found |
Campaigns and legacy Triggers are switched off at the location level as deprecated features. Both are replaced by Workflows.
| Field | Value |
|---|---|
| Name | Instagram Comment DM |
| Workflow ID | 8e1b1b7f-11ec-4d4c-b06f-333021e8ef1a |
| Status | Draft, never published |
| Created | 2026-07-29 04:19 UTC, edited one minute later |
| Trigger | Instagram Comment on Post, inactive, zero filter conditions |
| Steps | 1. Send Instagram DM to Commenter · 2. Default Timeout |
| Verdict | A stub. With no filter conditions it would DM every commenter on every post, and it cannot fire at all while the trigger is inactive and no Instagram account is connected. |
Paul's login is scoped to this one location. The account search under company oyA9Xacq59mS2oedeQrA returns a single result, so the other sub-account has not been shared with paulghl26@gmail.com yet. Action: ask Kodara to grant access, then send the location ID so it gets added to the tooling.
No number is provisioned and there is no A2P registration on file. Any plan that hands an Instagram lead off to SMS, or that uses missed-call text-back, is blocked until a number is bought and A2P is registered. A2P approval takes days, not hours, so this should start early.
The existing workflow depends on an Instagram integration that does not exist in this account. It needs a Facebook page linked to a professional Instagram account, connected through Settings, Integrations.
Address reads "10 Main St, Main, US 00000" with no state, no website and no business email. A2P registration and email sending both need real business details, so this has to be corrected before either can proceed.
Every build, edit, or deletion we make in this sub-account gets a row here on the day it happens.
| Date | Change | Object | By | Evidence |
|---|---|---|---|---|
| 2026-07-30 | Baseline audit of the sub-account, full read of every asset type | Whole location | Paul | This doc |
Internal working document for Paul AI Solutions. Counts verified by direct read of the account on 2026-07-30. Not for client distribution.