Agencies & client work template
Weekly client report from Google Sheets
Every Monday, AI turns a client's numbers in Google Sheets into a clear update; the account manager approves it before it's emailed.
- Runs on a schedule
- 1 AI step
- Human approval
- For agencies, founders
What it does
The whole workflow, at a glance.
Agencies lose hours every week writing the same report. This workflow reads the client's metrics from Google Sheets each Monday, has AI write a short update with highlights, honest notes on dips and next week's focus, and waits for the account manager's approval before emailing the client.
- TriggerEvery Monday 8:00
- App callRead client metrics
- AI stepWrite the client update
- Human approvalAccount manager review
- Approved:Email the client
- OutputEmail the client
This is the workflow that opens in your canvas. Every step can be edited, moved or removed.
Step by step
What happens on each run.
- Step 1Every Monday 8:00Runs every Monday morning.
- Step 2Read client metricsReads last week's numbers from the client's Google Sheet.
- Step 3Write the client updateAI turns the numbers into a plain-English update with wins, dips and next steps.
- Step 4Account manager reviewThe account manager checks the update before it goes to the client.
- Step 5Email the clientEmails the approved update to your client contact.
Apps and AI
What it connects to.
Apps
Swap any of them for another app: connect it in Settings → Integrations, or call its API with an HTTP step and a key from the credential vault.
AI on your own key
Works with any of the 14 providers you can connect. AI steps use your provider's default model until you pick another, and you pay your provider directly, at cost.
- OpenAI
- Anthropic
- Google Gemini
- Mistral
- Groq
- xAI
- DeepSeek
- OpenRouter
- Together AI
- Fireworks AI
- Azure OpenAI
- AWS Bedrock
- Google Vertex AI
- Any OpenAI-compatible endpoint
Setup checklist
Before you switch it on.
The canvas highlights anything still missing, and Dry Run works before any of this is done.
- Connect Google Workspace in Settings → Integrations, then pick it in “Read client metrics” under Auth → Connected account.
- Replace YOUR_SPREADSHEET_ID and the range (Weekly!A1:H60) with your sheet's.
- Connect an AI provider in Settings → AI Providers.
- Set the client's address in “Email the client”, set the schedule's time zone, then activate the schedule.
FAQ
Questions about this template.
Can I run it for several clients?
Duplicate the workflow per client and point each copy at that client's sheet and email.
Is it free to try?
Yes. Create a free account with no credit card and the template opens in your canvas. Build and Dry Run it free; run it live on any paid plan from $39/mo.
Which AI model does it use?
Whichever provider you connect. The AI step uses the default model of your connected provider (any of 14, on your own key), and you can pick a different model for each step.
Can I test it before it touches real data?
Yes. Dry Run walks through every step with simulated AI and app calls, so you can see the path it takes before you activate the trigger.
Open “Weekly client report from Google Sheets” in your canvas.
Free account, no credit card. Connect your apps and AI key and dry run it, then switch it on with a paid plan from $39/mo.