Automate Your Weekly Progress Report
Stop spending Friday afternoon writing status updates. Build a system that writes your weekly report from your task list and calendar automatically.
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.
Step 1
Connect Your Task Manager
Set up a Zapier or Make trigger that pulls all tasks marked 'Done' in ClickUp, Notion, or Monday.com in the past 7 days every Friday at 4 PM.
Step 2
Pull Key Metrics
Add a step that pulls your key weekly metrics from wherever they live, Google Sheets, your CRM, or Airtable, and appends them to the report data.
Step 3
Write the Report with AI
Send the completed tasks and metrics to Claude via API. Use a prompt that formats them into a structured report: wins, blockers, metrics snapshot, and plan for next week.
Step 4
Deliver the Report
Route the finished report to Slack, email, or Notion, wherever your team expects to see it. Set the automation to run every Friday at 5 PM.
Time Required
1 hr setup, then 5 min per week
Expected Result
An automated weekly progress report delivered every Friday with completed tasks, blockers, and the plan for next week.
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