Aug '25 (edited) • 🧰 Tools & Tips 🧰
🚀 Hey Founders & Builders!
I just finished building a daily client overview automation for an agency juggling 25+ clients. It pulls together updates from ClickUp, Slack chats, and campaign results into one simple, daily snapshot.
Here’s how it works:
- Grabs client progress info, recent team messages, and campaign stats
- Filters out clients on hold or lost so you only see what matters
- Combines everything into a clean, easy-to-read summary
- Sends it automatically every morning via Slack (or email/Notion if you prefer)
Why this matters:
- Saves hours every day spent manually gathering updates
- Keeps the whole team on the same page without chasing info
- Helps spot issues early so problems don’t snowball
- Scales smoothly as the agency grows, no extra work needed
It’s like having a personal assistant who never sleeps and keeps you in the loop — daily.
If you want to see how the automation flow looks or wanna chat about building something similar, hit me up!
Would love to swap ideas 🙌
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🚀 Hey Founders & Builders!
skool.com/kings
Helping Agencies Belong, Grow and Succeed by focusing on whats important. Service Delivery And Scaling....
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