The update names the done tasks and does not mention tasks that are not done.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
Loading the outline…
Function notes: Meeting write-ups and the copying between tools you already use.
Specification only. SME Automation does not build, support or troubleshoot implementations; use your own team, an AI agent or an implementer.
AI tool
Use Claude to draft a client update from done tasks
The update names the done tasks and does not mention tasks that are not done.
Time: About half a day for the first run.
Difficulty: Easy
Tools: ClickUp, Claude
Client updates are a mood. The done list is sitting on the board unused.
The update names the done tasks and does not mention tasks that are not done.
A done list, then a draft, then the message you send.
Public outline. Setup, settings, and prompts are on the full specification.
Trigger · ClickUp
You filter tasks completed this week Nothing is sent yet.
Action · Claude
A draft is made from the completed task names. A person reads it before it goes anywhere.
Check · ClickUp
A person keeps the accepted text on the update.
First setup: About half a day for the first run.
After it is running: The retyping of the same note each week, once the source stays tidy.
These are planning ranges, not a measurement of your business. They are not a promise of time saved, and they are not a quote for implementation.
Industries: Agencies and studios. Updated 16 Oct 2026. The full specification exports as Markdown for an AI agent, and also as PDF and JSON.
Checking your account…
The outline above is public. The specification — setup, prerequisites, settings, prompts, mappings, tests, and failure handling — needs a free account.
Free during launch. There is no charge and no monthly limit.
Create a free account