Skip to main content

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.

🎯 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.

👥 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.

⚙️ 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.

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.

🧩 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

📅 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

📌 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

2. Blockers​

Identifies risks, delays, or constraints affecting progress.

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

3. Next Steps​

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

This helps align teams on immediate priorities.

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.

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.

📧 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.

🔁 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.

🧠 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

🚫 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.

✅ 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.

📌 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.