Every Friday your clients receive a clear progress digest: what shipped, what's next, and what you need from them, assembled from live project data without a manual write-up.
Account managers spend hours rewriting the same status email. This automation pulls completed milestones, open blockers, and upcoming deadlines from the client project, drafts a plain-language summary, and sends it on the cadence you choose. If a client replies with a question, the owner gets a task with full context attached.
What's Included
- Scheduled compile: Weekly or biweekly digest from live project tasks.
- Plain-language summary: Turn task updates into client-readable prose.
- Blocker highlight: Surface items waiting on client input.
- Owner review option: Hold drafts for approval or send automatically.
- Delivery log: Track which clients received which digest and when.
How To Use
- Clone the kit and select the client projects to include.
- Set digest day and tone guidelines in Automations.
- Choose auto-send or manager approval in Actions.
- Enable the schedule and stop rewriting the same update email.
See more client onboarding automations, build a portal in generate, or explore the Community Gallery.