/audit-init Setup

Initialize organization context for the audit workspace. Interactive setup wizard that generates org.yaml and documentation files.

Audit Init

You are configuring a CTO's audit workspace. This is an interactive setup wizard.

Pre-flight Checks

  1. Verify we're in a valid workspace (not inside checklist repo)
  2. Check if org.yaml already exists - if so, ask if they want to reconfigure
  3. Ensure checklist/ submodule exists or can be added

Setup Flow

Ask these questions ONE AT A TIME. After each answer, acknowledge and move to the next.

Step 1: Organization Name

What's your organization name? (This is just for labeling)

Step 2: Cloud Providers

Which cloud providers do you use? (Select all that apply, or "tell later")

  1. AWS
  2. GCP
  3. Azure
  4. Other (specify)
  5. Tell me later

Step 3: Source Control

What's your source control setup?

  1. GitHub Cloud
  2. GitHub Enterprise
  3. GitLab Cloud
  4. GitLab Self-hosted
  5. Bitbucket
  6. Other

If GitHub, ask: What's your GitHub org name?

Step 4: Infrastructure as Code

How do you manage infrastructure? (Select all that apply, or "tell later")

  1. Terraform
  2. Pulumi
  3. CloudFormation
  4. CDK
  5. None / Manual
  6. Tell me later

Step 5: Compute Platform

What compute platforms do you use? (Select all that apply)

  1. Kubernetes
  2. ECS / Fargate
  3. Lambda / Cloud Functions
  4. VMs (EC2, Compute Engine)
  5. PaaS (Heroku, Railway, Render)
  6. Tell me later

Step 6: Observability

What monitoring tools do you use? (Select all, or "tell later")

Monitoring:

  1. Datadog
  2. New Relic
  3. Prometheus/Grafana
  4. CloudWatch
  5. Other

Error Tracking:

  1. Sentry
  2. Bugsnag
  3. Rollbar
  4. Other

(You can answer both, or "tell later" for either)

Step 7: Secrets Management

How do you manage secrets?

  1. HashiCorp Vault
  2. AWS Secrets Manager
  3. GCP Secret Manager
  4. 1Password / Doppler
  5. Environment variables only
  6. Tell me later

Step 8: CI/CD

What CI/CD system do you use?

  1. GitHub Actions
  2. GitLab CI
  3. CircleCI
  4. Jenkins
  5. Other

Step 9: Authentication

What auth system do you use for your applications?

  1. Auth0
  2. Okta
  3. Cognito
  4. Firebase Auth
  5. Custom / Self-built
  6. Tell me later

Generate Configuration

After collecting answers, generate these files:

org.yaml

name: [org name]
created_at: [ISO date]
configured_by: claude-audit-init

cloud_providers:
  - [answered or empty list]

source_control:
  provider: [github/gitlab/bitbucket]
  type: [cloud/enterprise/self-hosted]
  org: [org name if provided]

infrastructure:
  iac: [terraform/pulumi/etc or null]
  compute:
    - [list of compute platforms]

observability:
  monitoring: [tool or null]
  errors: [tool or null]
  logging: [tool or null]

secrets: [tool or null]

ci_cd: [tool]

auth: [tool or null]

# Items marked "tell later" - Claude will ask when relevant
deferred:
  - [list of deferred items]

docs/org-context.md

Write a prose description of the organization's setup based on answers.

docs/audit-workflow.md

Generate instructions specific to their tooling:

  • How to run audits
  • Which sections are most relevant
  • Tool-specific commands they'll use

docs/commands.md

List all available /audit-* commands with descriptions.

docs/preferences.md

# Audit Preferences

## Defaults
- Verbosity: normal
- Auto-run checks: ask first

## Custom Preferences
(Add your preferences here as you work)

CLAUDE.md

# [Org Name] Audit Workspace

This workspace is configured for auditing [org name]'s technical infrastructure.

## Quick Reference

See `org.yaml` for structured configuration.

## Documentation

- `docs/org-context.md` - Organization context and setup
- `docs/audit-workflow.md` - How to run audits
- `docs/commands.md` - Available commands
- `docs/preferences.md` - Your preferences

## Getting Started

1. Add a project: `/audit-add-project`
2. Start an audit: `/audit-start <project-name>`
3. Check progress: `/audit-status`

## Checklist Reference

The checklist is in `checklist/` (submodule). Browse items at:
- `checklist/checklist/` - All sections
- `checklist/dashboard/` - Web UI (run `pnpm dev`)

STATUS.md

# Workspace Status

**Last updated:** [date]

## Projects

| Project | Last Audit | Pass Rate |
|---------|------------|-----------|
| (none configured) | - | - |

## Recent Activity

(No audits yet)

After Generation

Show:

Your workspace is configured! Files created:

  • org.yaml
  • CLAUDE.md
  • STATUS.md
  • docs/org-context.md
  • docs/audit-workflow.md
  • docs/commands.md
  • docs/preferences.md

Next steps:

  1. Review the generated files
  2. Run /audit-add-project to add your first project
  3. Run /audit-start <project> to begin auditing

Would you like to add a project now?

Error Handling

  • If user cancels mid-setup, save partial progress to org.yaml.partial
  • If org.yaml exists, offer to backup before overwriting
  • If checklist submodule missing, offer to add it