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A weekly update for a client

Give a client one page of progress, numbers and next steps each week.

recipe~5 minVerified v0.71.0

Goal

Give a client one page of progress, numbers and next steps each week.

What you’ll have

Harbour has a weekly update with numbers and a short explanation.

Prompt

A weekly update for a client

Your agent builds the page and checks the result with you.

Needs

  • This week’s numbers, context and next steps.
  • A connected agent and your client’s chosen audience.

Steps

  1. One client project

    A project keeps this client’s updates together.

  2. One weekly page

    The agent fills kpi-board with the numbers and their meaning.

  3. Automatic collection

    The project rule matches that client’s slug prefix.

  4. A link and a reading trail

    The returned link is ready to send; Analytics shows views and readers after visits.

Check it worked

The project contains the new update. Its link loads the right week. Analytics records visits after the client opens it; named readers depend on identification.

If not

  • The week is wrong: The prompt asks the agent to check dates and source numbers.
  • No activity yet: The prompt asks it to explain the Analytics counts without inventing a visit.

Variations

  • A new weekly slug keeps a history in the project.
  • The same slug can hold corrections to this week’s update.

Next