Engagement delivery tracking requires project managers to manually collect status updates from team members, consolidate them into reports, and identify at-risk milestones. This manual process is slow, error-prone, and delays client communication by days.
Automation pulls task status directly from project management tools, compiles structured reports, flags risks automatically, and sends client updates the same day. Team members spend less time reporting, and clients receive timely visibility into progress.
The full workflow, from trigger to completion.
The automation runs when a milestone date is within 5 days or when the weekly status cycle begins. The trigger reads the engagement calendar to identify which projects need updates.
The automation queries for the latest task status, completion percentage, and notes from team members assigned to each deliverable in the engagement.
The automation consolidates the data into a structured status report, checking for consistency and flagging any at-risk or overdue items.
The automation checks if any milestone is overdue, behind schedule, or flagged as at-risk by the team.
If milestones are at risk, the automation sends a message to the project team with details and escalation instructions.
The automation formats the status report into a client-ready email and sends it to the primary client contact.
The automation records the engagement status, milestone progress, and any risks for audit and future reference.
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