Operations

ClickUp Client Delivery Digest

Client updates without manual task chasing.

Gives service teams a fast, accurate way to turn ClickUp project work into polished client updates.

Best forConsultingMarketing AgencyProfessional Services

Agents7 required

Duration3-5 minutes

Summarizes client-facing project work into a clear update with shipped items, risks, decisions needed, and next milestones.

How it runs

Multi-agent orchestration — here's the flow, step by step.

Call verslay_recall to retrieve prior delivery digest baselines and client project states from memory. Then call clickup-workspace-orchestrator to pull all tasks tagged or filtered by the specified client project — status, assignees, due dates, completed tasks in the last 7 days, and upcoming milestones in the next 14 days. Extract any task comments flagged as client-facing updates. Store raw delivery state as Phase 1 output.

pm scanner

Call verslay_web_search and verslay_news_search targeting the client's company name and industry to surface any recent announcements, product launches, or news that may affect project priorities or scope. Call verslay_rss_fetch on the client's company blog RSS feed if available. Pass client-context intelligence to Phase 4.

web researcher

In parallel with web-researcher, consume Phase 1 raw task data. Compute delivery health metrics: percentage of tasks completed on time vs. overdue, velocity trend (tasks closed this week vs. last), milestone completion rate, and any SLA-risk items (tasks due within 48 hours with 'in progress' or 'to do' status). Produce a delivery health scorecard.

data analyst

Consume Phase 2 delivery health scorecard. For each overdue or at-risk task identified, pull the full comment history to extract the latest blocker notes or owner updates. Identify tasks that have had no activity in the last 5 days. Produce an enriched risk register with blocker context and last-update timestamps.

clickup workspace orchestrator

Consume Phase 3 risk register, Phase 2 delivery scorecard, and Phase 2 client intelligence. Call verslay_chart_create to generate a milestone completion progress bar and a task-status breakdown donut chart. Format a structured client delivery digest: what was completed, what is on track, what is at risk (with blocker notes), and upcoming milestones for the next two weeks.

report formatter

Consume Phase 4 formatted digest and charts. Polish the digest into a client-ready narrative — clear section headers, positive framing for on-track items, transparent risk disclosure with mitigation notes, and a 'next steps' section. Call verslay_memorize to store updated delivery state and any open blockers in memory.

executive briefing writer

Receive the finalized client delivery digest from executive-briefing-writer. Send via the configured email or Slack channel to the client contact list. Confirm delivery and log send timestamp.

distributor

Required Agents

pm-scanner
web-researcher
data-analyst
clickup-workspace-orchestrator
report-formatter
executive-briefing-writer
distributor

Connections

Required

clickup

What it does

Client project scan
Completed work summary
Blocker and decision list
Milestone recap
Client-ready draft

Example prompt

Create a client delivery update from ClickUp. Include completed work, current blockers, decisions needed, and next milestones.

Ready to deploy ClickUp Client Delivery Digest?

Start free. One click, full agent orchestration.

Get Started Free →

All Use Cases

Operations

ClickUp Client Delivery Digest

Client updates without manual task chasing.

Gives service teams a fast, accurate way to turn ClickUp project work into polished client updates.

Best forConsultingMarketing AgencyProfessional Services

Agents7 required

Duration3-5 minutes

Summarizes client-facing project work into a clear update with shipped items, risks, decisions needed, and next milestones.

How it runs

Multi-agent orchestration — here's the flow, step by step.

Call verslay_recall to retrieve prior delivery digest baselines and client project states from memory. Then call clickup-workspace-orchestrator to pull all tasks tagged or filtered by the specified client project — status, assignees, due dates, completed tasks in the last 7 days, and upcoming milestones in the next 14 days. Extract any task comments flagged as client-facing updates. Store raw delivery state as Phase 1 output.

pm scanner

Call verslay_web_search and verslay_news_search targeting the client's company name and industry to surface any recent announcements, product launches, or news that may affect project priorities or scope. Call verslay_rss_fetch on the client's company blog RSS feed if available. Pass client-context intelligence to Phase 4.

web researcher

In parallel with web-researcher, consume Phase 1 raw task data. Compute delivery health metrics: percentage of tasks completed on time vs. overdue, velocity trend (tasks closed this week vs. last), milestone completion rate, and any SLA-risk items (tasks due within 48 hours with 'in progress' or 'to do' status). Produce a delivery health scorecard.

data analyst

Consume Phase 2 delivery health scorecard. For each overdue or at-risk task identified, pull the full comment history to extract the latest blocker notes or owner updates. Identify tasks that have had no activity in the last 5 days. Produce an enriched risk register with blocker context and last-update timestamps.

clickup workspace orchestrator

Consume Phase 3 risk register, Phase 2 delivery scorecard, and Phase 2 client intelligence. Call verslay_chart_create to generate a milestone completion progress bar and a task-status breakdown donut chart. Format a structured client delivery digest: what was completed, what is on track, what is at risk (with blocker notes), and upcoming milestones for the next two weeks.

report formatter

Consume Phase 4 formatted digest and charts. Polish the digest into a client-ready narrative — clear section headers, positive framing for on-track items, transparent risk disclosure with mitigation notes, and a 'next steps' section. Call verslay_memorize to store updated delivery state and any open blockers in memory.

executive briefing writer

Receive the finalized client delivery digest from executive-briefing-writer. Send via the configured email or Slack channel to the client contact list. Confirm delivery and log send timestamp.

distributor

Required Agents

pm-scanner
web-researcher
data-analyst
clickup-workspace-orchestrator
report-formatter
executive-briefing-writer
distributor

Connections

Required

clickup

What it does

Client project scan
Completed work summary
Blocker and decision list
Milestone recap
Client-ready draft

Example prompt

Create a client delivery update from ClickUp. Include completed work, current blockers, decisions needed, and next milestones.

Ready to deploy ClickUp Client Delivery Digest?

Start free. One click, full agent orchestration.

Get Started Free →

All Use Cases

Operations

ClickUp Client Delivery Digest

Client updates without manual task chasing.

Gives service teams a fast, accurate way to turn ClickUp project work into polished client updates.

Best forConsultingMarketing AgencyProfessional Services

Agents7 required

Duration3-5 minutes

Summarizes client-facing project work into a clear update with shipped items, risks, decisions needed, and next milestones.

How it runs

Multi-agent orchestration — here's the flow, step by step.

Call verslay_recall to retrieve prior delivery digest baselines and client project states from memory. Then call clickup-workspace-orchestrator to pull all tasks tagged or filtered by the specified client project — status, assignees, due dates, completed tasks in the last 7 days, and upcoming milestones in the next 14 days. Extract any task comments flagged as client-facing updates. Store raw delivery state as Phase 1 output.

pm scanner

Call verslay_web_search and verslay_news_search targeting the client's company name and industry to surface any recent announcements, product launches, or news that may affect project priorities or scope. Call verslay_rss_fetch on the client's company blog RSS feed if available. Pass client-context intelligence to Phase 4.

web researcher

In parallel with web-researcher, consume Phase 1 raw task data. Compute delivery health metrics: percentage of tasks completed on time vs. overdue, velocity trend (tasks closed this week vs. last), milestone completion rate, and any SLA-risk items (tasks due within 48 hours with 'in progress' or 'to do' status). Produce a delivery health scorecard.

data analyst

Consume Phase 2 delivery health scorecard. For each overdue or at-risk task identified, pull the full comment history to extract the latest blocker notes or owner updates. Identify tasks that have had no activity in the last 5 days. Produce an enriched risk register with blocker context and last-update timestamps.

clickup workspace orchestrator

Consume Phase 3 risk register, Phase 2 delivery scorecard, and Phase 2 client intelligence. Call verslay_chart_create to generate a milestone completion progress bar and a task-status breakdown donut chart. Format a structured client delivery digest: what was completed, what is on track, what is at risk (with blocker notes), and upcoming milestones for the next two weeks.

report formatter

Consume Phase 4 formatted digest and charts. Polish the digest into a client-ready narrative — clear section headers, positive framing for on-track items, transparent risk disclosure with mitigation notes, and a 'next steps' section. Call verslay_memorize to store updated delivery state and any open blockers in memory.

executive briefing writer

Receive the finalized client delivery digest from executive-briefing-writer. Send via the configured email or Slack channel to the client contact list. Confirm delivery and log send timestamp.

distributor

Required Agents

pm-scanner
web-researcher
data-analyst
clickup-workspace-orchestrator
report-formatter
executive-briefing-writer
distributor

Connections

Required

clickup

What it does

Client project scan
Completed work summary
Blocker and decision list
Milestone recap
Client-ready draft

Example prompt

Create a client delivery update from ClickUp. Include completed work, current blockers, decisions needed, and next milestones.

Ready to deploy ClickUp Client Delivery Digest?

Start free. One click, full agent orchestration.

Get Started Free →