Client Reporting Agent โ€” 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.
  • ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ์†์„ฑ์„ ์—…๋ฐ์ดํŠธํ•ฉ๋‹ˆ๋‹ค.
  • ์ด๋ฉ”์ผ์„ ์ „์†กํ•ฉ๋‹ˆ๋‹ค.
  • ์ผ์ •์— ๋”ฐ๋ผ ์‹คํ–‰ํ•ฉ๋‹ˆ๋‹ค.
์—์ด์ „ํŠธ ์‚ฌ์šฉํ•˜๊ธฐ

์ด ์—์ด์ „ํŠธ ์ •๋ณด

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 โ€” 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 โ€” 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 โ€” 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.

๊ฐค๋Ÿฌ๋ฆฌ

Client Reporting Agent โ€” Automated Weekly Status Reports for Agencies

์ƒ์„ธ์ •๋ณด

์นดํ…Œ๊ณ ๋ฆฌ
์ œ์ž‘์ž ์ •๋ณด
์ด ์—์ด์ „ํŠธ ๊ณต์œ ํ•˜๊ธฐ
์ตœ์ข… ์—…๋ฐ์ดํŠธ ์ผ์‹œ: 8๊ฐœ์›” ์ „

๊ด€๋ จ ์—์ด์ „ํŠธ

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