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Client Status Report Generator

Friday client updates, compiled and print-ready.

Automations
Prompt
Build a client status report generator for an agency or consultancy: 1. Projects and activity stored in SQLite, seeded with 3 clients and 2 weeks of realistic activity entries (tasks done, blockers, decisions needed, hours) 2. A weekly entry form: what shipped, what is next, risks, asks — takes under 2 minutes to fill 3. One-click report generation per client: professional letterhead-style layout with progress summary, timeline status, hours vs budget, and next week preview 4. Print/PDF-ready styling with page breaks, plus a plain-text version for pasting into email 5. Report history per client The report is the product: it should look like a document a client would pay for, not a dashboard screenshot.
Use this

Why this exists

The Friday client update is the highest-leverage document an agency produces, it's the thing clients actually read, the record that prevents scope disputes, and the earliest warning system for churn. It's also the thing that slips first when the week gets busy, precisely because compiling it means re-reading a week of activity. This blueprint separates the two-minute part (logging what happened) from the part that should be automatic (turning it into a document worth sending).

What the agent builds

A reporting system with per-client project workspaces and a weekly entry form designed to take under two minutes: what shipped, what's next, risks, asks. One click compiles the week into a professional, letterhead-style report, progress summary, timeline status, hours against budget, next week's preview, print/PDF-ready with proper page breaks, plus a plain-text version for pasting straight into email. Every report is kept in a per-client history.

It seeds three clients with two weeks of realistic activity, so the first report you generate looks like the real thing.

Make it yours

  • "Use my agency's logo and colors on the report layout."
  • "Add a traffic-light status (green/amber/red) per project, set in the weekly entry."
  • "Generate a monthly rollup report from the four weekly entries."

FAQ

The report is the deliverable, how good does it look? That's the design priority: it should read like a document a client would pay for, not a dashboard screenshot. If your standard differs, show the agent a report you like.

Can it send the reports automatically? With an email service connected, yes, and if you want an approval step first, the premium Agency Reporting OS blueprint adds a review gate so nothing reaches a client unapproved.

Does it track time? It records hours per entry against budget. It's not a timesheet tool, it's the layer that turns your existing numbers into the client-facing story.

Client Status Report Generator | OutcomeDev Use Cases