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Client Report Drafter
DraftClient Services, managed by Tom Whitaker. Version 1, built from scratch.
How this agent works
Model tier: AdvancedStarts from and reads
Client report template (Drive)
Agent
CR
Client Report Drafter
Draft
Draft the weekly status report for each retainer client.
Acts through
Read tasksSentinelOn its own
Create documentGoogle WorkspaceOn its own
Starts from and reads
Client report template (Drive)
Acts through
Read tasksOn its own
Create documentOn its own
When it is unsure: Notify Tom Whitaker if a client has no logged activity this week.
Right now
Not active yet
Test it, then activate it to start running
Runs per hour today
- 0
- Runs, 30 days
- None yet
- Success rate
- $0.00
- Cost, 30 days
- Never
- Last run
What this agent does
Draft the weekly status report for each retainer client.
Every Friday at noon, gather completed tasks, hours logged, and open items for each retainer client, and draft a one-page status report in the client report template. Save drafts to the Client Reports folder for review.
Notify Tom Whitaker if a client has no logged activity this week.
Never allowed to
- share documents outside the company