Client updates require manual collection of photos from multiple sources, organization, and composition of status summaries. This scattered workflow delays communication and creates inconsistent reporting across projects.
Automation retrieves and organizes photos automatically while generating professional status summaries from project data. Updates are sent on schedule with consistent tone and complete communication history.
The full workflow, from trigger to completion.
A work phase is flagged as complete or a linked spreadsheet, triggering the update workflow.
The automation retrieves all photos uploaded to the project folder since the last update.
The automation reads project notes and recent activity, then generates a professional status summary including work completed, timeline, and next steps.
The automation pulls the client email address and project details.
A formatted email is created with the AI-generated summary and attached photos, then sent to the client.
The update is automatically recorded in the client's communication history with a timestamp and summary.
The team is notified that the client update has been sent, with a link.
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