Client Reporting Agent — Automated Weekly Status Reports for Agencies
Automatically generates and emails a professional status report to every active client every Friday. Reads your Notion tasks and resets the database after sending.- تحديث خصائص قاعدة البيانات
- إرسال رسائل البريد الإلكتروني
- التشغيل وفقاً لجدول زمني
نبذة عن هذا الوكيل
Stop spending Friday afternoons writing client update emails.
This Custom Agent runs every Friday at 9 AM, reads your active client list and this week's tasks, generates a professional status report for each client, emails it directly to their contact, and resets your database — all without any manual effort.
What you get:
- Professional client reports generated and emailed every Friday automatically
- Fully customisable email tone and format via a dedicated template page
- Multi-frequency support — weekly, bi-weekly, and monthly clients in one agent
- Include in Report checkbox gives you full control over what clients see
- Database auto-resets after every send — clean slate every week
- 15-minute setup with a step-by-step guide included
Perfect for: Digital agencies, consulting firms, and freelancers managing 3 or more active clients.
Replaces: Hours of manual report writing every Friday. Inconsistent update formats. Forgotten client updates.
Requirements: Notion Business or Enterprise plan. Notion Mail connected to workspace.
المعرض
