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AI agent for digital marketing managers

Social Account Access Audit Agent

Keep access to brand accounts limited to current people and tools, and verify every removal.

Social Account Access Audit Agent: what goes in, what the agent does and what you get

What it does

A freelancer who left two years ago still has admin rights on the brand's page, and nobody knows which apps hold tokens. The agent lists every user, role, connected app and token on each social platform, the ad accounts and the publishing tools. It compares that list with the current team roster, agency contracts and the tools in use. It flags anyone who is gone, anyone with a higher role than needed, apps nobody uses and tokens that are old. It prepares a removal plan with the order that avoids breaking scheduled posts. After the manager approves each removal and it is done, the agent re-reads the access list to confirm the access is gone, and tracks open items until the list is clean. Edge case: an agency whose contract ended but who still manages an active ad campaign. The manager approves each removal.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueYes, continueNoNo 1 STARTS WHEN Audit begins 2 USES A TOOL Export users, roles, apps and tokens from eachplatform 3 USES A TOOL Load the team roster, agency contracts and tool list 4 DOES Match each account to a current person or tool 5 DOES Flag former people, excess roles and unused apps 6 DOES Order the removals so scheduled posts and ads arenot broken 7 YOU APPROVE Manager approves each removal and role change 8 USES A TOOL Removals are made and the lists are exported again 9 CHECKS THE RESULT Is every approved removal confirmed gone in the newexport? If not: list the remaining access and ask the owner torepeat the removal. Back to step 7. 10 CHECKS THE RESULT Do scheduled posts and campaigns still work afterthe removals? If not: propose restoring the minimum access needed anda new owner. Back to step 5. 11 RESULT Access report filed
Read the steps as a list
  1. Audit begins
  2. Export users, roles, apps and tokens from each platform
  3. Load the team roster, agency contracts and tool list
  4. Match each account to a current person or tool
  5. Flag former people, excess roles and unused apps
  6. Order the removals so scheduled posts and ads are not broken
  7. Manager approves each removal and role changeThe agent waits here for your OK.
  8. Removals are made and the lists are exported again
  9. Is every approved removal confirmed gone in the new export?If not: list the remaining access and ask the owner to repeat the removal. Back to step 7.
  10. Do scheduled posts and campaigns still work after the removals?If not: propose restoring the minimum access needed and a new owner. Back to step 5.
  11. Access report filed

How it decides

Access is flagged when the person or app is not on the current roster or contract, or the role is higher than the job needs.

  • Flag any person not on the roster or contract list
  • Flag admin roles for people who only need to post
  • Flag tokens not used in 90 days
  • Remove access only after the manager approves

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Platforms to audit
  • Token age limit (default 90 days idle)
  • Roles allowed per job
  • Audit schedule
  • Who approves removals

What keeps you in control

It always asks you first

  • Manager approves each removal
  • Manager approves keeping access for any agency

Hard limits

  • Never remove access itself
  • Never store passwords or tokens

It stops when

  • Done: access list is clean and verified
  • Stop: platform lists cannot be exported, ask the owner to supply them

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensAcross 6 platforms, the agent finds 34 users. Four are not on the roster, one is an agency whose contract ended in March, and 3 apps have tokens older than 12 months. It plans 8 removals, with the agency's ad account last. The manager approves. In the re-export, one old admin remains on the video platform. The agent flags it, and the next export is clean.

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