Automated Client Project Progress Reports
Send every client a polished weekly progress report — fully automated from your project management tool.
What is this automation?
Agencies and consultancies often skip client reporting until the relationship is wobbly — at which point catching up is its own project. This automation produces a clean weekly report for every client, every Friday, without a project manager touching it.
The Problem
Your PMs spend Friday afternoons compiling weekly status updates from ClickUp, hours logged in Harvest, and screenshots from various tools. Half of them get cut short, half of them never get sent, and the client only finds out something is behind when it's already too late.
The Solution
An end-of-week workflow that pulls task completion data, hours logged, key milestones, and blockers from your stack, generates a clean Notion page per client with AI-written narrative commentary, and emails the link to the client with a Slack copy to the internal team.
Step-by-step workflow
Friday Trigger
Cron fires every Friday at 16:00.
Pull Task Data
Aggregate ClickUp/Asana completion and active tasks per project.
Pull Hours
Aggregate Harvest/Toggl hours by project and category.
Identify Blockers
Flag tasks marked blocked or overdue.
Generate Narrative
AI writes a 3-paragraph executive summary in firm voice.
Render Notion Page
Per-client Notion page with sections, charts, and next-week plan.
Send Client
Email link + Slack mirror to account team for visibility.
Tools used
What you can expect
Related automations
Want this automation built for you?
We'll set up the entire workflow — integrated with your tools, tested, and ready to go. Typical turnaround: 2–5 business days.