Automations → Every Thursday: project status → an email to the client, without writing it

STATUS EMAIL

Every Thursday: project status → an email to the client, without writing it

One status line in a sheet becomes a tidy weekly email to the client. The consultant updates a word, the client gets an update. Nobody asks "what's happening".

MakeGoogle SheetsGmail4 operations / run✓ Imported successfully into our Make account
Video cover: STATUS EMAIL

The problem

The client hears nothing for two weeks and starts to worry. The consultant works hard and does not write, because writing an update is one more task. Silence reads as a problem even when everything is fine.

What happens when it runs

  1. Schedule: Thursday 16:00
  2. Read the projects sheet: every active project with a "this week" status line and a client email
  3. Per project: a formatted email with the current phase, what was done this week, and the next step
  4. Mark "sent" with the date, so the same status is never sent twice

The tools inside

Before you start

Three things to have ready before importing, or Make will ask and you will have to leave halfway:

  • The projects spreadsheet id
  • Columns: project, client, email, phase, this week, next step, sent
  • The email template

Sheet templates

The file maps columns by position. Start from exactly these headers, in this order — a column in the wrong place writes a phone number into the email column.

  • Projects sheet · project | client | email | phase | this_week | next_step | sent_week Download ↓

How to import (2 minutes)

  1. In Make: Scenarios → Create a new scenario
  2. At the bottom, the three dots (⋯) → Import Blueprint → choose the file you downloaded
  3. Click every module with an exclamation mark: choose your connection (Google, Telegram) — Make creates one in a click if you have none
  4. Replace every value in double curly braces ({{…}}) with your own from the list above
  5. Run once with a test row in the sheet. Only when it passes — Schedule and ON

The video

What does not work in it

  • If the status line was not updated this week, the client gets last week's status. A filter prevents that, but then the client gets nothing — exactly the silence this was meant to prevent.
  • An email that looks automated lowers the value of the update. Short template, first person, no "this message was sent automatically".

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