Client weekly status report

Each week the agent pulls the engagement's real activity, decisions, and open questions, translates them into the client's language, self-critiques the draft against a quality bar, and lands a client-ready status report for you to approve and send.

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What it installs

Agents 1

  • Reporting Agent

    The account's reporting lead — pulls the week's real activity, drafts a client-ready status report, and self-critiques it against the quality bar before approval.

Workflows 1

  • Gather, draft, self-critique, approve

    Pull the week's activity, draft the client-ready report, self-critique it against the quality bar, and hand off for approval.

Documents 1

  • Client context

    Who reads the report, what they care about, the engagement's goals, the tone to match, and the topics to handle carefully — the inputs that shape every report.

Goals 1

  • Clients informed weekly

    Every active engagement receives an honest, client-ready status report on its cadence, with risks surfaced early and asks made specific.

Skills 3

  • stakeholder-update

    Tailor an update to its audience and cadence: pick the framing (exec / day-to-day / board), set an honest Green/Yellow/Red status, communicate risk with the ROAM framework, and make every ask specific and dated. Lead with the conclusion; never bury bad news. Adapted from anthropics/knowledge-work-plugins/stakeholder-update.

  • weekly-report

    Structure a clear weekly status report: a one-line summary, accomplishments written as quantified outcomes (not activities), in-progress work with expected delivery, blockers with impact + help-needed, and realistic next-week priorities. Includes the client-facing report template. Adapted from claude-office-skills/skills/weekly-report.

  • client-report

    Produce a professional, client-facing report from a consistent template: an executive summary, progress against the engagement's goals, an activity summary, and forward-looking planning notes — matched to the reader's sophistication, jargon-free, and consistent across clients. Adapted from anthropics/financial-services/client-report.

Schedules 1

  • Weekly status report

    Drafts the client status report on the schedule you choose.

Folders 1

  • Client Status Reports

Requirements

What this template expects to do its job. Task Machine does not verify these — you decide whether your setup is ready.

  • Browser access to your project tracker / CRM — The agent reads the week's activity — shipped items, in-flight work, blockers, and decisions — from your project tracker or CRM through its web interface in your browser and pauses for your approval before anything is sent; until you connect it, it works from attached exports and the activity you paste in.
  • Web search and fetch access for public fact checks (optional) — When the report needs a public fact checked or a client-visible event referenced, the agent uses runtime web search and fetch tools to read the public source rather than asserting it from memory.

Get started

Install Client weekly status report and run it with approvals.

Join the waitlist and we will send early access when the first private beta spots open.

Private beta. We invite teams in batches and never share your email.