Client update deck in your template
PptMaker
client-weekly.pptx
Marketing agency · North Studio
Client reports and meeting briefs, with the same project context
This week’s client data, the approved report template, meeting notes and the delivery date. Keep each client in a separate project.
- Start with
- “Prepare Friday’s update deck for Bright Dental from this week’s numbers, in our template.”
- Finish with
- Client update deck in your template · A brief before every client call · Email drafts for your review
Official models work out of the box, or connect your own provider with OAuth or an API key.
Auto
Client update deck
Pull this week's numbers and update the client deck
PptMakerThis deviceEnabled
Every Fri at 16:00
Last: 10-17 16:00
Meeting briefs
Prepare a brief before each client call from the project files
OfficeWorkerThis deviceEnabled
Every day at 08:00
Last: 10-20 08:00
Follow along
Start with a request
Copy any of these, paste it into the Orkas input box, and start trying it.
Client delivery
“Prepare Friday’s update deck for Bright Dental from this week’s numbers, in our template.”
Start with
This week’s client data, the approved report template, meeting notes and the delivery date. Keep each client in a separate project.
What you receive
You get
Marketing agency · North Studio
A brief before every client call
OfficeWorker
meeting-brief.md
Email drafts for your review
ContentWriter
email-drafts.md
Detailed process
Client delivery
Start with
This week’s client data, the approved report template, meeting notes and the delivery date. Keep each client in a separate project.
You get
Client update deck in your template · A brief before every client call · Email drafts for your review
To confirm
Review the result and request changes in the task conversation. Sending, publishing and other sensitive operations follow your permissions and approval mode.
Make it a recurring task
Every Fri at 16:00 · Client update deck
After reviewing the first result, ask Orkas to create a schedule or add follow-ups as to-dos. Schedules and Auto are separate features; creating a result does not enable either.
Start this work
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Free, open source, and runs on your machine.
FAQ
Client delivery
Start with a request
What should I provide?
This week’s client data, the approved report template, meeting notes and the delivery date. Keep each client in a separate project.
Will it send or publish automatically?
Review the result and request changes in the task conversation. Sending, publishing and other sensitive operations follow your permissions and approval mode.
Can I repeat this work?
After reviewing the first result, ask Orkas to create a schedule or add follow-ups as to-dos. Schedules and Auto are separate features; creating a result does not enable either.
Ready when you are
Download Orkas — freeStart the next task in Orkas
Free, open source, and runs on your machine.