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Intermediate
Productivity
Automation
Team Collaboration
Reporting

Automate Project Status Updates for Your Team

Eliminate manual status reporting by building a system that pulls task data, generates plain-English updates, and delivers them to your team on schedule.

Download workflow config (JSON)

How the data moves

This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.

  1. Step 1

    Connect Your Project Tool

    Set up a Make or Zapier scenario that reads your ClickUp, Monday.com, or Notion project board on a schedule. Pull tasks by status: completed, in progress, blocked, and upcoming.

    Tools

    • Make logo
      Make
      • Workflow automation
      • API integration
    • ClickUp logo
      ClickUp
      • Workflow automation
      • Document processing
    • Monday.com logo
      Monday.com
      • Workflow automation
  2. Step 2

    Calculate Progress Metrics

    Add a calculation step that computes: % of tasks complete, tasks blocked, days to deadline, and any milestones reached since the last update.

    Tools

    • Make logo
      Make
      • Workflow automation
      • API integration
  3. Step 3

    Write the Update with AI

    Send the task data and metrics to Claude with a prompt to write a 3-paragraph status update: what was accomplished, what's in progress, and what's at risk or blocked.

    Tools

    • Claude logo
      Claude
      • Long form writing
      • Code generation
      • Web research
  4. Step 4

    Format and Distribute

    Format the update as a Slack message with emoji for at-a-glance status, or as a structured email. Deliver every Monday and Thursday at 9 AM.

    Tools

    • Zapier logo
      Zapier
      • Workflow automation
      • API integration
    • Make logo
      Make
      • Workflow automation
      • API integration

Time Required

2–3 hrs setup

Expected Result

A twice-weekly automated project status update delivered to Slack or email, written in plain English from your project management data.

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