workflows

Build a weekly client-reporting workflow with AI

Turn scattered project updates into a consistent weekly report without giving up editorial control.

A useful reporting workflow collects updates, normalizes them into a stable structure and leaves interpretation with the person responsible for the account.

The workflow

  1. Collect completed work, open decisions and blockers in one document.
  2. Ask the model to classify each item without inventing missing context.
  3. Generate a concise draft using the same headings every week.
  4. Review claims, add judgment and approve the final message.

Measure time saved and correction rate for four weeks. If corrections stay high, improve the inputs before changing the prompt.