Read the longer online version of this week's newsletter here.

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I've been playing with ClickUp AI a lot lately and discovered some really useful things that it can do. I'll talk about AI agents in a future issue (check out a preview of the work on LinkedIn).

But today I want to give you a prompt that saved me hours last week.

If you're managing multiple clients in ClickUp, you need a quick way to get an overview of each one.

Usually this involves delving into the tasks, seeing what meetings have happened, and writing up a report. But we've all got better things to do with our time.

ClickUp recently added AI cards to dashboards. Save yourself time and get the AI to generate your report for you. Here's how:

1. Create a dashboard at the folder (client) level
2. Add an AI card.
3. Use the prompt below and it can analyse all client data across tasks, meetings, opportunities, and internal notes.

Instead of manually writing reports, you simply hit the refresh button. Your CEO could click on any client folder and get an instant overview of that client's current status.

Try out the prompt, tweak it for your needs, and let me know how it works for you!

The Prompt

As an AI assistant, generate a comprehensive health report for {client name}. The target audience for this report is our management team. The goal is to provide a clear, at-a-glance understanding of the client's status, our performance, and any necessary action items. Please structure the report with the following sections:

1. Executive Summary & Health Score:

• Provide a brief, high-level overview of the client relationship this week.
• Assign a qualitative health score (e.g., Excellent, Good, Fair, At Risk, Poor) and provide a one-sentence justification for this rating based on progress, communication, and overall sentiment.

2. Key Accomplishments (Last 7 Days):

• List the most significant achievements, completed milestones, or value we have delivered to the client in the past week.
• Focus on outcomes and impact rather than just tasks completed.

3. Current Challenges, Risks, and Blockers:

• Challenges: Detail any active challenges or difficulties we are facing with the project or relationship.
• Risks: Identify any potential future risks that could impact the project timeline, budget, or client satisfaction (e.g., scope creep, resource constraints, dependency on client action).
• Blockers: List any items that are currently preventing the team from making progress.

4. Client Sentiment & Key Communications:

• Summarise the overall sentiment from the client based on recent communications (emails, meetings, comments).
• Highlight any significant positive feedback or expressions of concern from the client this week.

5. Upcoming Priorities & Action Items:

• Outline the key priorities and planned work for the upcoming month.
• List clear, actionable next steps for our team to address challenges, mitigate risks, and move the project forward.

6. Opportunities:

• Identify any potential opportunities for growth, such as upselling, cross-selling additional services, process improvements, or strengthening the client relationship.