Generate monthly Teamwork task reports with AI automatically

Pulls last month's tasks from Teamwork and uses AI to turn them into a polished report delivered to your inbox.

How the work actually flows

It branches. Any that apply are taken.

Pattern: Multi-Choice (6)

flowchart TD trig(["monthly report schedule"]):::trigtime s0["pull last month's tasks"]:::task s1["filter by project status assignee"]:::task s2["ai generates report"]:::task trig --> s0 s0 --> s1 s1 --> s2 gx{"○ which channels to deliver to"}:::gate s2 --> gx p00["send report by email"]:::task gx -->|"email"| p00 p10["post report to slack"]:::task gx -->|"slack"| p10 p20["save report to drive"]:::task gx -->|"drive"| p20 p00 --> out p10 --> out p20 --> out out[/"polished monthly report delivered"/]:::out pay{{"saves hours of manual report writing"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAny that applyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Email AutomationReporting & AnalyticsFile & Cloud Storage
Connects
TeamworkOpenAIGmailGoogle Drive

The problem it solves

Compiling a monthly status report means digging through every project in Teamwork, copying task details, and writing it all up in a way that makes sense to leadership. It's the same tedious process every month, and it always takes longer than you'd like.

Who it fits

A project manager, agency owner, or team lead who reports on project progress every month.

How it works

  1. Runs automatically on a monthly schedule
  2. Pulls every task completed in Teamwork over the past month
  3. Filters the tasks by project, status, and assignee
  4. AI turns the raw task data into a polished, executive-ready report
  5. Delivers the report by email, Slack, or Google Drive
What you get

Progress you see without chasing status

You get a polished monthly report on your team's completed work, delivered straight to your inbox, Slack, or Drive.

What you get

A polished, ready-to-share monthly report summarizing project tasks and progress, delivered automatically.

What you need

A Teamwork account with API access, an OpenAI API key, and an email, Slack, or Google Drive account for delivery.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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