Account Mgmt

Weekly Status Update Agent

Every Friday, draft status emails per client from ClickUp tasks and Slack, ready for your account manager to review and send.

ClickUpSlackGmail
Weekly Status Update Agent

Typical workflow

At 4 PM on Friday, the agent pulls all ClickUp tasks updated that week for each active client. It reads the matching Slack channel for any important messages or blockers that did not make it into ClickUp. It compares that data against last week's sent status email to carry forward any open items. A draft email is created in Gmail per client, formatted in the account manager's standard template, with a summary of what was done, what is in progress, and what needs a client decision. The account manager opens Gmail, reviews, edits if needed, and sends.

How it works

1

Step 1

Runs every Friday afternoon and collects ClickUp task updates for each active client.

2

Step 2

Reads relevant Slack threads from each client channel and compares them to last week's status email.

3

Step 3

Produces a drafted Friday status email per client, ready for the AM to review and send.

Why this is not ChatGPT

  • ✓
    The agent reads your actual ClickUp boards and Slack channels. It knows what was completed and what slipped.
  • ✓
    Each email matches your existing format and tone from past status emails in Gmail.
  • ✓
    Drafts are pre-loaded into Gmail as drafts, not dropped into a chat window for manual copy-paste.

Typical Build

8days

Best fit for

Account management teams at agencies handling 5 or more active retainer clients. Saves roughly 45 minutes of weekly writing per account manager. Reduces the risk of missing a client update.

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