Clients want proof of progress, not excuses for why the report is late. Taskade Genesis pulls live project data from your Teams workspace, generates a formatted client report, and delivers it on your chosen schedule — runs on autopilot every time.
What Is Teams Client Report Automation?
This automation aggregates task completion, milestone status, and key metrics from Taskade projects tied to your Microsoft Teams channels. An AI agent compiles the data into a branded report, formats it for the client, and sends it via Teams message or email — on a daily, weekly, or milestone-triggered schedule.
Why Use Teams Client Report Automation?
Manual reporting is a hidden time drain that compounds across every client relationship.
- Scheduled delivery: Reports go out automatically — daily, weekly, or on milestone completion — via reliable automations.
- Live data pull: The agent reads the latest task status from a Table view so reports are always current.
- Branded output: Custom templates ensure every report looks polished and professional.
- Client-linked records: The Relationship field connects each report to the right client account and project history.
- Custom domains: Business+ teams can deliver reports from a branded URL using Taskade Genesis custom domain support.
Who Should Use Teams Client Report Automation?
- Agency project managers who send weekly status updates to a dozen clients.
- Freelance consultants who bill by milestones and need proof-of-progress documentation.
- Marketing agencies reporting on campaign KPIs to brand clients every Monday.
- IT service providers delivering monthly uptime and ticket-resolution reports.
- Construction and facilities managers keeping stakeholders informed on project phases.
How To Get Started?
- Click Use Automation to open the Client Report app in Taskade Genesis — preview it live instantly.
- Connect the Teams channels and projects you want to pull data from.
- Choose your report template and branding (logo, color, client name).
- Set the delivery schedule and recipient list.
- Activate — your first report generates and sends automatically.
Find more client-facing automation workflows at /automate or explore AI-powered project apps.