Prepare the account
- Set the client engagement start date so update and billing cycles have a reliable anchor.
- Add the relevant contacts and keep meeting and email evidence assigned to the correct client.
- Review pending timeline events before generating a client-facing update.
Generate and review
- Choose the update period and template appropriate for the client.
- Generate a draft from the available reviewed evidence.
- Verify completed work, open commitments, risks, dates, and cited sources.
- Rewrite internal language and remove material the client should not receive.
- Send or schedule only after a human approves the final draft.
Avoid weak updates
- Do not pad an update with activity that has no client-delivery consequence.
- Do not describe a pending event as confirmed work.
- Do not let AI choose recipients or send without review.
- Use specific outcomes and decisions instead of generic progress language.
Related help
- Gmail intelligence — Understand the read-only email workflow and retained evidence.
- Meeting analysis — Process transcripts and review summaries, risks, sentiment, and actions.
- Portal and sharing — Publish only approved material to invited client contacts.
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