Every Monday your clients receive a polished weekly report: what shipped, hours burned, blockers, and next week's plan, compiled from live project data instead of a frantic Sunday night slide deck.
Agency account leads lose evenings to status reports. This automation aggregates completed tasks, logged time, open requests, and upcoming milestones per client, drafts a concise summary, and sends it on your chosen day. Internal teams review a draft first or send automatically for retainer clients.
What's Included
- Weekly compile: Pull deliverables and hours by client account.
- Client-ready summary: Plain-language recap with next steps.
- Blocker section: Call out items waiting on client feedback.
- Internal vs client views: Optional manager review before send.
- Archive: Store every report for renewals and QBR prep.
How To Use
- Clone the reporting kit below.
- Tag client projects and time entries for roll-up.
- Set delivery day and recipients in Automations.
- Enable the workflow and reclaim Sunday nights.
Pair with reports automations, agency workflows in generate, or the Community Gallery.