Compile weekly project status reports

Automate project status reporting by pulling work from every project board, sorting completed, overdue, upcoming, and blocked items, writing an AI summary for each project, and emailing one weekly status report to PMO leaders and sponsors.

Useful for
PMO leads and project managers who report on several projects each week, plus project sponsors and department heads who need a current view of the portfolio.

Copied

Every week at [report day and time, e.g. Monday 8am], pull all items from each active project board in [work management tool, e.g. monday.com, Asana, ClickUp] and group them into work completed this week, overdue items, items due next week, and blocked items, each with its owner. Use [AI model provider] to write a short status summary for each project from those lists, then compile every project's summary and lists into one portfolio report and email it to PMO leaders and project sponsors via [email platform].

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Problem

Project managers compile weekly status reports by hand, opening each project board to count completed work, find overdue and blocked items, and check what is due next, then writing it all up for leadership. Reports vary from one project to the next, and leaders spot problems late because the picture is already out of date by the time it is shared.

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Solution

Every week, the automation pulls all items from each active project board in the work management tool and groups them into work completed this week, overdue items, items due next week, and blocked items, each with its owner. It uses AI to write a short status summary for each project from those lists, then compiles every project's summary and lists into one portfolio report and emails it to PMO leaders and project sponsors.

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Impact

Leaders get a current, consistent view of every project each week and can act on overdue or blocked work early, while project managers stop rebuilding the same report by hand.

Benefits 

Who is this for? 

PMO leads and project managers who report on several projects each week, plus project sponsors and department heads who need a current view of the portfolio.

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Route emails by inbox label

When the inbox owner applies a label to an email, the automation matches that label against a predefined routing table and runs the mapped action, either forwarding the message and its attachments to the assigned person or creating a task carrying the subject, sender, and a link back to the original message. Once the action completes, the email is archived, marked as read, and relabelled as routed. Labels with no matching rule are left untouched in the inbox.

Route emails by inbox label