Every client opens a weekly recap that was written from what actually happened: what shipped, what moved, what is next, and what needs them. It publishes to their portal on a schedule, so the Friday afternoon spent writing update emails goes back into the work.
The Customer Health Dashboard is a live Taskade Genesis app on this page and the closest starting point for a recurring client readout. Read how per-account signals are summarized, then choose "Use this app" to clone it in about ten seconds, add the weekly write-up, and point it at your own client data.
The build gives you a report generator wired to your delivery records. Each week, an agent reads what changed on the account since the last report: items completed, milestones hit, decisions taken, hours logged if you track them, and anything waiting on the client. It writes a short recap in your voice, publishes it to that client's report page, and keeps every previous edition so a client can scroll back through three months of history. Nobody has to remember to send it, and nobody has to reconstruct the week from memory.
The difference between a report clients read and one they skim is specificity. Three named things that happened, one clear next step, and one honest note about anything blocked will hold attention. A generic paragraph about continued progress will not, and clients learn quickly which kind of report yours is. Because the agent writes from the actual record rather than from memory, it names the specific items, which is exactly the detail a human writer drops when they are producing the fifth update on a Friday afternoon.
Workspace DNA does the assembly. Memory holds the account history and every previous report, so this week's recap does not repeat last week's. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, decides what is worth reporting and writes it in plain language. Execution publishes on the schedule and notifies the client that a new report is up.
The report archive renders in every layout you need:
- List view for the client-facing chronological report feed
- Table view for your internal register of reports, dates, and accounts
- Calendar view for the publishing schedule across every client
- Board view for moving a report through drafted, reviewed, and published
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations run the whole rhythm. Connect Taskade automations so a scheduled job drafts every report on Thursday night, holds them for your review, and publishes on Friday morning with an email notification. With 100+ bidirectional integrations, your delivery and time tools pull the raw activity in, while email and Slack push the published notice out. See Schedule for the recurring job.
Publish on a consistent day and keep it. Clients build a small habit around a report that always arrives Friday morning, and that habit is what turns the portal into somewhere they visit rather than somewhere they were once invited to.
The AI agents in the app carry 34 built-in tools including persistent memory and multi-agent collaboration. One agent drafts, another checks the draft against your tone and against what the client already knows, so the published recap reads like a person wrote it.
There is a second audience for these reports, which is your own team. A published archive of what happened each week on each account is the fastest way to bring a new person up to speed, and it is the record you reach for during a renewal conversation or a scope dispute. Because the reports are generated from the same data your delivery work produces, that archive builds itself as a side effect of doing the work rather than as a separate documentation chore nobody has time for.
Clone the app, invite the account team, and the archive is yours. Client sign-in is available on Business plans and up, $25/mo billed annually, and App Users is in beta.
Read Brand voice for tone, Schedule for recurring jobs, or browse reporting builds in the Community Gallery. Start at Taskade Genesis. Pair this with Give Clients a Live Project Status Page and Publish a Portal Announcement and Changelog Feed.
Frequently Asked Questions
Do I have to review each report before it goes out?
That is up to you. Most teams review for the first month, then let low-risk accounts publish automatically once the drafts have proved themselves.
Where does the content come from?
From your own records: completed items, milestone changes, decisions, and anything flagged as waiting on the client. The agent reports what changed, not what it imagines happened.
Will it sound generic?
Not if you give it two or three of your own past updates as examples. It matches register, length, and the level of detail you normally include.
Can each client get a different format?
Yes. Some clients want three bullets, others want a page. Set the format per account and the generator follows it.
What if nothing happened that week?
The report says so honestly and points at what is waiting on whom. That is often the most useful edition, because it surfaces a blocker early.
Can clients see past reports?
Yes. The archive lives in their portal, so they can scroll back through the history rather than searching their inbox.
Does this replace the client call?
It replaces the part of the call spent recapping. Teams that publish a weekly report usually find their calls get shorter and more strategic.
How long should the report be?
Short enough to read in a minute. Three to five bullets plus a next step covers most weeks, and the detail behind it is already in the portal for anyone who wants to go deeper.
