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Jun 22, 20264 min readWorkflow Automation

The weekly client update email: a template, and how Tensor drafts it from your numbers

A weekly client update email template for agencies, the sheet that holds the numbers, and how Tensor reads the sheet and drafts each update for you to send.

Written by Tensor AutonomousThe Tensor Autonomous team builds approved AI Action and workflow automation systems for service businesses.

Clients do not leave over results. They leave over silence about results. The weekly update is the cheapest retention an agency has, and it is the first thing dropped in a busy week, because gathering the numbers is dull and writing the same email five times is duller.

Here is the template, the one sheet that makes the numbers easy, and how Tensor Autonomous drafts each client's update from it so the only part left is reading and sending.

The template

Five short parts. Clients read the first two.

Subject: Brightpath, week of October 6

Hi Jordan,

This week: the new homepage went live Tuesday and the two location pages are drafted for your review.

The numbers: 1,240 visits (up 9% on last week), 31 form submissions (up from 24), 3 of them from the new homepage.

Next week: location pages live by Wednesday, then we start the October blog posts.

Needs you: approval on the location page copy (link) by Monday, please.

Anything else: nothing this week. Reply any time.

Keep "Needs you" even when it is empty; it trains the client to look there.

The sheet that holds the numbers

One tab per client, one row per week, the same columns every week:

Week ofEmailVisitsChangeForm submissionsChangeDone this weekNext weekNeeds client
Oct 6jordan@…1,240+9%31+7Homepage live; location pages draftedLocation pages live Wed; blog postsApprove location copy by Mon

Filling the row is a five-minute job on Friday morning. The numbers come from wherever you already read them; the point is one row that says everything the update needs.

Tensor drafts the update

There is no Library starter for weekly updates yet, so this is a responsibility you describe in your own words, which is how any job without a starter begins: "For each client tab in the updates sheet, read this week's row and draft the weekly update email to the address in the Email column, in my words, using the template; where a cell is blank, write 'no change to report'; note the draft date in the row." Then put it on a schedule: Fridays at 2pm, in your time zone.

From then on:

  • Tensor reads each client's latest row and drafts the update in your Gmail, in the template's shape, with the numbers, the changes and the next steps filled in from the sheet. Nothing is sent by Tensor. You read five drafts, fix a sentence, and send. Each run's drafts and sheet changes wait for your approval unless you have set limits that cover them; sending never runs without asking.
  • It notes the date in the row, so the sheet shows which updates went out.
  • Every run leaves a receipt: the rows it read, the drafts it made and the cells it wrote, read back and compared.

Tensor writes from what is in the sheet and nothing else. It does not log in to your analytics or ad accounts, and it does not invent a number that is not there; a blank cell becomes "no change to report" because the description says so, not a guess. That is the right division: you own the numbers and the judgment about what they mean; Tensor owns the Friday afternoon.

Today this works in Gmail and Google Sheets. Microsoft 365 comes later.

Where to start

See it in a demo

Watch Tensor do a sample task (log an order, book an appointment or answer a rental inquiry), wait for your approval and hand you the receipt.

Try it live

Tagged in#report automation#AI agents#workflow automation