Weekly summary emails on project statuses

Purpose

1.1. Automatically generate and email a consolidated weekly summary detailing project statuses, updates, deadlines, blockers, and key actions, ensuring stakeholders are aligned without manual reporting.
1.2. Collect current status from project management tools, format updates into structured summaries, and distribute to relevant team members and external clients or partners.

Trigger Conditions

2.1. Scheduled weekly trigger, e.g., every Friday at 17:00.
2.2. Triggered manually via dashboard or chat command.
2.3. Triggered based on completion of a key project milestone.

Platform Variants

3.1. Slack
• Feature/Setting: Use the 'chat.postMessage' API to send formatted summaries to a channel/client group.
3.2. Microsoft Teams
• Feature/Setting: Use the 'Send message in a channel' function to distribute updates.
3.3. Gmail
• Feature/Setting: Use 'Send Email' API or SMTP for formatted, scheduled delivery.
3.4. Outlook 365
• Feature/Setting: Use 'Send mail v2' in Microsoft Graph API for summary dispatch.
3.5. Asana
• Feature/Setting: Use 'GET /tasks' and 'GET /projects' to retrieve project status.
3.6. Trello
• Feature/Setting: Use 'GET /1/boards/{id}/cards' for status and update collection.
3.7. Monday.com
• Feature/Setting: Query project boards using 'items_by_column_values' via API.
3.8. Jira
• Feature/Setting: Use 'GET /rest/api/3/search' with project-specific JQL to fetch current tickets and statuses.
3.9. Basecamp
• Feature/Setting: Use 'GET /projects/{project_id}/todosets' for updates.
3.10. Wrike
• Feature/Setting: Use 'GET /folders/{folderId}/tasks' endpoint for project progression.
3.11. ClickUp
• Feature/Setting: Use 'GET /api/v2/list/{list_id}/task' for task status gathering.
3.12. Notion
• Feature/Setting: Use 'databases.query' or 'pages.retrieve' to compile current status.
3.13. Smartsheet
• Feature/Setting: Use 'GET /sheets/{sheetId}' to collect status data.
3.14. Google Sheets
• Feature/Setting: Use 'spreadsheets.values.get' to extract reporting information.
3.15. Salesforce
• Feature/Setting: Use 'SOQL query' via REST API for project-related object statuses.
3.16. Zoho Projects
• Feature/Setting: Use 'GET /projects/{project_id}/tasks/' for active task extraction.
3.17. HubSpot
• Feature/Setting: Use 'GET /crm/v3/objects/deals' or 'tickets' for project progress.
3.18. Pipedrive
• Feature/Setting: Use 'GET /deals' and 'GET /activities' to report on pipelines.
3.19. Intercom
• Feature/Setting: Use 'GET /conversations' or 'tickets' for update summaries.
3.20. Zendesk
• Feature/Setting: Use 'GET /api/v2/tickets' for project ticketing statuses.
3.21. Airtable
• Feature/Setting: Use 'GET /v0/{baseId}/{tableName}' for status extraction.
3.22. Dropbox
• Feature/Setting: Retrieve or link weekly reports using 'files/get_metadata'.
3.23. Box
• Feature/Setting: 'GET /folders/{folder_id}/items' to gather attached or supporting material.

Benefits

4.1. Ensures consistent stakeholder communication and rapid response to blockers.
4.2. Standardizes update format across projects for clarity.
4.3. Saves significant time over manual compilation and reporting.
4.4. Boosts transparency, accountability, and progress tracking for marketing/advertising teams.
4.5. Enables quick identification of overdue tasks and required actions.