JaredMake the work easier to move forward.
Agency work rarely waits for the weekly status meeting. A creative direction changes in one thread, an account lead receives a new request, and production discovers a dependency somewhere else. Jared is a proactive AI coworker in Slack that helps prepare the next useful piece of work from those conversations. Give each account a clear scope and a review owner, so the draft reflects what the team actually knows.
The difficult part of a client update is deciding what belongs in it. Internal disagreement, proposed dates, and approved commitments should not become one confident paragraph. A useful agency workflow separates delivered work from work awaiting review, highlights decisions the client needs to make, and keeps new requests visible without treating them as agreed scope. That gives the account lead a concrete draft to check before anything leaves the team.
What to bring to the task
- The relevant account and production threads, limited to the client and reporting period
- The approved brief, milestone list, and latest review comments available in connected tools
- A named account lead, the intended client audience, and any wording that needs special care
From context to a useful result.
Establish the current brief
Start with the approved objective and deliverables. Identify newer requests separately, including who raised them and whether anyone has accepted the change.
Prepare a review-ready status
Ask for completed work, current review items, and blocked dependencies with source context. Keep an unconfirmed delivery date visibly unconfirmed.
Make the client decision specific
Turn vague requests for feedback into a proposed question, such as which concept needs approval or which assets are missing. Let the account lead confirm the ask.
Review before sharing
Check tone, scope, recipients, and commercial implications. The reviewer approves any external write, including the client email or a change to a shared project record.
The human review checkpoint
Jared prepares the work; your team owns the client relationship. Every external write waits for human approval. Scope acceptance, pricing, staffing promises, and changes to delivery commitments stay with the responsible agency lead.
Before you make it a routine
- Confirm that each reported milestone has an identifiable source and current owner.
- Remove internal commentary that the client does not need to receive.
- Mark added deliverables as requests until scope and cost are approved.
- Check that the client ask names the asset, decision, and proposed next step.
- Verify the recipients and account lead before approving a send.
A few useful questions
Can this work across multiple client accounts?
Use a separate brief and source set for each account. Clearly name the client, reporting period, and reviewer so preparation does not mix unrelated work or confidential context.
What if creative feedback conflicts?
Ask for the conflicting comments and their sources to be shown together. The creative or account lead decides which direction is authoritative before the client-facing draft is finalized.
Does Jared send the client update automatically?
No. The update is prepared for review, and every external write requires human approval. A polished draft is not permission to send it or commit the agency.