Use case · Automated client updates
Every client hears from you every week, without the digging.
Each Thursday, AI reads what actually happened across ClickUp, the project channel and your calls, and drafts each client’s update in your voice. You approve it. Bad news never goes out without you.
- Built for
- Agencies
- Consultancies
- Product studios
- Interiors & architecture
- Software teams
- Any team with clients on retainer
Today
Many clients. Five places to look. One person writing every update.
Take a typical stack: ClickUp, Slack, Google Meet, Gmail and WhatsApp. Here’s what four clients hear over three weeks when every update has to start with you.
Kickoff call, recorded
12 tasks closed
Logo signed off in #acme
Last3 weeks ago
KnowsOnly the kickoff
Milestone update sent
Team moves the shoot to 14 Nov
Last2 weeks ago
KnowsThe old shoot date
Brief agreed on a call
Copy draft in Notion
“Where are we?” at 10 pm
LastNever
KnowsNothing since the call
Team blocked, waiting on their assets
Last4 weeks ago
KnowsNot that you’re waiting
Every update waits until you find time to dig. The quieter the week, the more anxious the client, and the “where are we?” lands with you.
What breaks
Where it breaks.
- 01
Updates only go out at milestones.
Between milestones clients hear nothing. They go quiet, then anxious, then “where are we?” lands in your WhatsApp.
- 02
The week lives in five places.
Tasks in ClickUp, decisions in Slack, promises on calls. Nobody has the whole week in one view.
- 03
Every update starts from scratch.
Around an hour and a half per client, piecing the week together and writing it up.
- 04
Bad news travels late.
A slipping date is spotted on Friday, if at all, and the client is the last to hear.
- 05
Only one person can write it.
You’re every client’s point of contact, so in a busy week the update doesn’t go out.
The fix
One draft per client, every week. You approve it. It goes from your email.
We install it on the ClickUp, Slack and Gmail you already use. Drafts reach you in Slack every Thursday. Nothing new to learn.
Where the work happened
Read as it happens, never edited.
Weekly update · Acme
week-6/doneLogo signed off, 12 tasks closednextShoot on 14 NovneedFinal copy from the client by TuetoneYour voice, your formatsourcesA link for every line
Pulled out. It comes to you to word, with the facts.
Everything else waits for one approve in Slack.
Out the door, every week
From your email, logged.
Running on AI
What changes when every client hears from you every week.
- 01
Weekly, for every client
Not just at milestones. Every client gets a short update, even in a quiet week.
- 02
Written in your voice
Drafted from your past updates and your format, so it reads like you wrote it.
- 03
Facts, with sources
Every line links back to the task, message or call it came from.
- 04
Bad news comes to you first
Anything slipping or changing scope is pulled out, so you word it yourself.
- 05
Nothing sends without you
You approve each update in Slack, in one tap. Edit a line if you need to.
- 06
Client asks become tasks
What you need from the client turns into a ClickUp task with an owner and a date.
The results
- Weekly
updates for every client, not just milestones
- 1.5h → 10m
per client, per week
- −70%
“where are we?” messages
- 1 week
earlier warning on a slip
Is this you?
This fits you if…
- You’re the point of contact for several clients
- Updates go out only at milestones, or when a client chases
- Work lives in ClickUp, Slack and recorded calls
- Clients ask “where are we?” on WhatsApp or email
- You’d rather approve an update than write one
Not a fit yet if calls aren’t recorded and tasks close without notes: the drafts come out thin. Start with shared AI project memory instead.
Bring us the one process you want AI to run.
20 minutes with our experts. You leave knowing what to fix first, even if we never work together.