ProjectPulse

Automated Project Health & Client Update Agent

📝 Overview

ProjectPulse is an automated agent that delivers consistent, reliable project updates using real activity from monday.com.

It works on two levels:

• Daily internal visibility via email
• Weekly consolidated project updates inside monday.com

The goal is to keep teams aligned day-to-day, while ensuring clients and stakeholders get a clean, professional weekly summary without exposing internal noise.

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🎯 What Problem ProjectPulse Solves

Project reporting usually fails because it’s:

• Manual and time-consuming
• Inconsistent across projects
• Too detailed for clients, or too vague for delivery teams

ProjectPulse removes guesswork by summarizing what actually happened, on a predictable schedule, using structured sections that are easy to read and reuse.

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👥 Who This Is For

• Project Managers
• Delivery and Implementation Teams
• Account Managers
• Client-facing Stakeholders

If your projects live in monday.com, ProjectPulse becomes your reporting backbone.

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⚙️ How ProjectPulse Works

ProjectPulse runs on a scheduled cadence and behaves differently depending on the day.

Daily Execution (Email Updates)

• Runs every day at a configurable time
• The run time is fully adjustable based on team preference
• Reviews activity that occurred during the current week
• Sends an email summary of:
  • What changed
  • What progressed
  • What may need attention

This gives internal teams continuous visibility without needing to check monday.com.

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Weekly Execution (monday.com Update)

• Runs every Friday
• Generates a single consolidated project update
• Posts the update at the Project level in monday.com
• Overwrites the existing pinned ProjectPulse update
• Pins the new update so it’s always visible

Only one ProjectPulse update exists per project at any time, ensuring clarity and avoiding clutter.

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🧩 Boards & Data Used

ProjectPulse uses a parent–child board structure.

Projects Board (Parent)

Each item represents a project.

Used for:

• Posting the weekly ProjectPulse update
• High-level project visibility
• Stakeholder review

Tasks Board (Child)

Each item represents work tied to a project.

Used for:

• Status changes
• Time tracking
• Task-level updates and comments

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📅 Weekly Scope Logic

Even though ProjectPulse runs daily, it always summarizes activity from the current week only.

This prevents:

• Old work from being resurfaced
• Repetition across daily emails
• Bloated weekly summaries

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📌 Weekly ProjectPulse Update Structure

The Friday monday.com update always contains five fixed sections, in this order:

1. What Happened This Week

A factual summary of completed work, progress made, and meaningful task movement.

This section is driven by:

• Status changes
• Completed tasks
• Logged time
• High-signal updates

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2. Blockers

Identifies risks, delays, or constraints affecting progress.

• Written in neutral, professional language
• Focuses on impact, not blame
• Intended for internal visibility

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3. Next Steps

Outlines what is expected to happen next based on current task state and momentum.

This helps align teams on immediate priorities.

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4. Overall Project Summary

A high-level health snapshot of the project.

This answers the question:

“How is this project doing overall?”

It’s useful for leadership and high-level stakeholders who don’t need task-level detail.

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5. Client Update

A client-safe summary of the week.

This section:

• Summarizes progress and outcomes
• Excludes internal blockers and operational issues
• Uses clear, non-technical language
• Is designed to be copied directly into client emails

This same section is also used when sending updates externally.

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📧 Client Communication Flow

• ProjectPulse generates the Client Update section automatically
• This content is safe for external sharing
• Teams can reuse it for:
  • Client status emails
  • Weekly check-ins
  • Executive summaries

No rewriting needed.

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🔁 Update Behavior Rules

• Daily runs → email only
• Friday run → monday.com update
• Existing ProjectPulse update → overwritten
• Latest update → always pinned
• Only one ProjectPulse update per project

This keeps reporting clean and predictable.

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🧠 Smart Behavior

ProjectPulse is designed to be practical, not noisy.

It:

• Ignores low-signal or empty updates
• Avoids repeating the same blocker unless it’s still relevant
• Prefers real task movement over generic comments
• Separates internal context from client-facing language

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🚫 What ProjectPulse Does Not Do

ProjectPulse is not:

• A task management tool
• A real-time alerting system
• A replacement for detailed project plans

It’s built for structured, trustworthy project communication.

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✅ Best Practices

To get the best results:

• Keep task statuses accurate
• Log time consistently
• Write task updates clearly
• Treat comments as reportable information

Good inputs produce strong summaries.

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📌 Summary

ProjectPulse provides:

• Daily internal visibility via scheduled emails
• A clean, authoritative weekly project update in monday.com
• A built-in client-ready summary with no internal noise

Once it’s set up, project reporting becomes automatic, consistent, and reliable.