Operations / 13 of 15
Weekly Report Automations
Send regular updates to clients combining the results from the past 7-28 days
How it runs
Weekly
Scheduled weekly trigger
Step 01
Pull per client
Parallel — 3 jobs
- Work shipped
- Metrics from platforms
- What's next
Compose
Fixed structure, generated copy
Routes — 3 ways
- Slack post
- Client page
Routed by whatever each client prefers
Log sent
Log that it was sent
What it is
A scheduled job that assembles what shipped and what it produced for every client, then sends it in the format each client prefers.
You need this if reporting depends on account managers remembering, because the clients who get updates are the ones with the most diligent AM.
If you already report weekly, automating it converts several hours of assembly into review time, and makes the coverage gap visible for the first time.
The actual build
What it does for you
Every client hears from you on schedule
so the quiet accounts stop being the neglected ones.
Hours of manual assembly become a few minutes of review, across every account, every week
Reporting coverage becomes measurable
so you can see which clients haven't heard from you rather than assuming.
Built and running
GP Socials
Livebefore I even take any meetings, I can just go to the Airtable, I can start seeing their progress.
Where the "Ready to Post" Slack digest pulls live across Frame.io, Airtable and the editing pipeline. School of Bots, where weekly automated Slack touchpoints form part of the retention early-warning system. Client Ascension, where the reporting layer is what lets a manager arrive prepared: Manager meeting time ~7 → ~3.5 hrs/day
Want this one built into your business?
Thirty minutes, no deck. We map what you run today and tell you what it would take.