Client reporting at PR agencies requires account managers to manually chase team updates, compile data from multiple sources, and format reports for each client. This process is time-consuming and prone to delays and inconsistencies.
Automation pulls live project data from task management and team communication tools, generates formatted reports with metrics and milestones, and delivers them to clients on schedule. Reports become consistent, accurate, and delivered on time every week.
The full workflow, from trigger to completion.
The automation runs on the configured reporting day each week, e.g. every Friday at 8 AM.
The automation queries for all active projects, task status, completion percentage, and recent comments from the past week.
A message is sent to the team channel asking for any additional context or highlights not captured.
The automation reads the data and any responses, then generates a formatted report summary with metrics, milestones, and next steps.
The report is sent to the account manager for a final 5-minute review and approval before sending to the client.
The approved report is formatted as a PDF and sent to the client contact list with a templated cover message.
The report send date, client, and a link to the document are automatically recorded for audit and history.
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Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
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