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Client update summaries
client-update
Draft the weekly client status update for you to send.
~9h / monthemail · chat
Rules it starts with
- · Facts from the file only
- · Drafts wait for approval
Tools it expects
XeroGoogle SheetsHubSpotGmail
Connect them when you're ready — the agent stays in draft until you do.
Working context
Build a reporting agent. Every morning at 6am it pulls cash position, invoices out, overdue debtors, jobs booked and quotes pending, compares to last week, and emails me a one-page brief with the three things needing my decision today.