Client reporting requires manual compilation of project status, timesheet data, and budget figures into tailored narratives for each client. This repetitive work consumes 2-3 days per reporting cycle and introduces inconsistencies and delays.
Automation synthesizes project data, hours logged, and spend into client-ready status summaries automatically. Reports are generated same-day with consistent formatting, accurate figures, and a full audit trail.
The full workflow, from trigger to completion.
The automation runs on a fixed weekly schedule (e.g. every Friday at 8 AM) or when manually invoked by a team member.
The automation queries API to retrieve all active projects, task completion rates, milestones, and flagged risks for the reporting period.
The automation reads the shared Google Sheet to pull hours logged, resource allocation, and budget spend data for each project.
The automation synthesizes project data, timesheet data, and budget figures into a concise, client-ready narrative summary that highlights progress, risks, and next steps.
The automation populates a report template with the generated narrative, client branding, and formatted data tables, then exports it as a PDF.
The automation sends the formatted report to the client contact list with a professional cover message.
The automation attaches the report to the client record and uploads it to the client portal for access and audit trail.
The automation sends a summary notification to the internal team channel confirming reports sent and flagging any critical risks.
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