> ## Documentation Index
> Fetch the complete documentation index at: https://docs.screenpipe.com/llms.txt
> Use this file to discover all available pages before exploring further.

# weekly client reports from real work

> Build a reviewed weekly client update with time, deliverables, decisions, risks, and next steps from a bounded work history.

{/* https://screenpi.pe */}

this workflow is for consultants, agencies, and fractional operators whose work is spread across calls, documents, code, email, and research. the output is a client-ready draft, not an automatic status message.

```mermaid theme={null}
flowchart TD
    A["bounded week"] --> B["active time and project evidence"]
    B --> C["draft outcomes, decisions, and risks"]
    C --> D["consultant review"]
    D --> E["client update"]
```

## step by step

<Steps>
  <Step title="agree on the format">
    Decide whether the client wants hours, outcomes, deliverables, decisions, risks, next steps, or some combination. agree on the reporting week and the detail that must stay private.
  </Step>

  <Step title="check capture coverage">
    Review the week in the timeline. note missing days, unrecorded calls, travel, and work performed on another device so the report does not imply complete coverage.
  </Step>

  <Step title="collect authoritative time">
    Run `/activity-summary` for the exact reporting window. use its active-time totals; use AI only to suggest project labels. keep ambiguous blocks unassigned.
  </Step>

  <Step title="find concrete outcomes">
    Search the same window for the project code, client name, document titles, pull requests, meetings, and delivery terms. prefer completed artifacts and accepted decisions over app usage alone.
  </Step>

  <Step title="separate progress from activity">
    “Opened the proposal” is activity. “Delivered proposal v2” is an outcome only when the source supports delivery. mark proposals, tentative dates, and inferred next steps clearly.
  </Step>

  <Step title="review with private context removed">
    Check time totals, names, links, commitments, and deadlines. remove unrelated clients, personal messages, internal pricing, and raw transcript text.
  </Step>

  <Step title="send from the normal channel">
    Copy the approved version into email, Slack, or the client's portal. keep sending separate from generation until several reports are consistently accurate.
  </Step>
</Steps>

## create the reusable pipe

under **Pipes → My Pipes → create your own pipe**, paste:

```text theme={null}
Create a manual pipe that writes a weekly client report to a local Markdown file.
Use /activity-summary for numeric time totals and bounded /search results for context.
Include outcomes, deliverables, accepted decisions, risks, next steps, capture gaps,
and needs-review items. Separate observed facts from inferred project labels.
Exclude unrelated clients and personal activity. Never send the report or update
the client's systems.
```

run the generated pipe manually for one week, inspect the artifact and execution log, then correct its project terms before adding a schedule.

## report prompt

```markdown theme={null}
Create a client-ready weekly update from the supplied bounded screenpipe data.

Output:
1. executive summary
2. verified outcomes and deliverables
3. active time by day or workstream from activity-summary
4. accepted decisions
5. risks, blockers, and questions
6. next steps with owner and date only when supported
7. capture gaps and needs-review items

Do not convert screen activity into a claim of completion.
Do not include unrelated-client or personal content.
Return a draft only; do not send it.
```

<Tip>
  use [consultant time tracking](/consultant-time-tracking) when time is the primary output. use this workflow when the client cares more about outcomes and next steps.
</Tip>