Your client update, drafted every month.

Tell your assistant which results, shipped work, and client notes belong in the update. Each month, it drafts the client-ready version privately and leaves internal-only context out.

Create a client-reporting task

Use the client’s approved format.

Deck keeps the expected structure while refreshing the results, completed work, and priorities from the latest inputs.

Keep the private context private.

Internal-only notes stay out of the client draft, and unsupported explanations come back to you as review flags.

1.Draft Acme’s monthly client update

On the first business day of each month, draft Acme’s client update from the results file, shipped-work log, and call notes. Follow the approved format, explain changes in plain language, and exclude anything labeled internal only.

Open with outcomes, then shipped work and next-month priorities
Use client-facing language and define uncommon terms
Flag results that do not have an approved explanation

Monthly 9:00 AM

Each month, draft Acme’s update from the results file, shipped work, and call notes. Leave internal-only context out.

Acme_monthly_results.xlsxShipped_work.mdClient_call_notes.docx

Context

Draft Acme’s update for this month

Acme’s update is drafted — one unapproved explanation is flagged for you.

Acme_monthly_update.pptx7 slides

01Results

Qualified traffic rose 18% and conversion held steady despite a shorter campaign window.

02Shipped this month

Launched the new comparison pages and completed the analytics handoff.

03Needs your review

The reason for the regional variance is not approved in the source notes and remains flagged.

InsertCopyRegenerate

2.Acme’s monthly update

Deck returns a consistent client-facing draft, with questionable inputs flagged privately and internal notes excluded.

Acme_monthly_update.pptx

3.Only approved sources reach the client draft

Connect the results file, shipped-work log, and call notes once. Internal-only context never leaves your review.

Permissions

This artifact uses connectors

Grant access to the services below so Deck can pull live data. You can revoke access at any time.

Google Drive

Acme_monthly_results.xlsx

Connected

Gmail

Client call follow-ups

Connect

Not nowConnect all

Make next month’s update easier to approve.

Set the client, sources, and format once. Review each new draft before you share it.

Create a client-reporting task