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Automate Status Reports for Clients

Enhance client relationships with Taskade’s status reports automation, providing accurate and timely updates to keep clients fully informed.

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What Can You Do With This Automation?

A status reports automation for clients ensures that you can deliver comprehensive and timely updates on project progress, enhancing transparency and client satisfaction. Here’s what it can do:

  • Generate detailed reports outlining project milestones, progress, and next steps.
  • Automatically compile and send regular updates to clients, reducing manual effort.
  • Customize reports to include relevant metrics, visuals, and summaries.
  • Schedule reports to be sent at regular intervals or triggered by specific events.
  • Provide a clear audit trail of communications and project updates.

Use Cases For Reporting Status to Clients

  • Project-Based Agencies: Keep clients updated on project milestones, timelines, and deliverables with regular, automated reports.
  • Consulting Firms: Deliver structured updates to clients on the status of ongoing consultations and progress.
  • Marketing Teams: Provide clients with regular campaign performance reports and upcoming actions.
  • Software Development: Ensure clients are informed about development progress, bug fixes, and release schedules.
  • Construction Projects: Offer clients regular insights into project status, including completed phases and upcoming tasks.

How To Use This Project Management Automation

Here’s how to set up your first Taskade Automation:

  1. Go to the Automations tab in your workspace or folder.
  2. Click ➕ Add automation
  3. Click ➕ Add Trigger and choose a trigger from the drop-down list.
  4. Specify the conditions for the trigger on the right.
  5. Click Save Changes in the top-right corner.