Project Status Reporter
Weekly project status, drafted from your task tool.
Project Status Reporter
Productivity & Projects
- RuleDone:
On schedule, the automation reads the project's tasks and milestones.
- RuleDone:
Rules work out done %, slip against plan, forecast, blockers and the colour.
- RuleDone:
Owners of stale or unclear items get a Slack question: On track, At risk, Done or Blocked.
- AIDone:
The AI words the report using only the rule-built numbers.
- PersonWaiting for approval:Waiting for you
The PM reviews and approves the report.
- RuleNot started:
It is posted to Slack and emailed to approved stakeholders, then saved.
For example: A 25-person digital agency runs 8 client projects in ClickUp.
Waiting for you. Nothing has changed yet.
Standard. Low-risk, reversible changes. Every action is logged.
What is Project Status Reporter?
In shortProject Status Reporter is an AI automation for Productivity & Projects teams that works with Asana, ClickUp, Confluence, Gmail, Jira and 3 more apps. Builds each project's weekly status from Jira, Asana or ClickUp, with rule-based red/amber/green, asks owners to confirm unclear items, and drafts it for the PM. It is built for PMO leads, delivery heads, project managers and stakeholders.
Last reviewed
Key facts
- Department
- Productivity & Projects
- Starts when
- Weekly per project (default Thursday 14:00), when a milestone's date or status changes, or on "run now"
- Works with
- Asana, ClickUp, Confluence, Gmail, Jira, Microsoft Teams, Outlook, Slack
- Run modes offered
- Shadow, Draft, Assisted and Auto
- Human control
- Standard
- Status
- Available now
The problem today
PMs chase people on Slack, copy task states into a slide, and colour red/amber/green by gut feel. Reports are late and differ from project to project.
What it does
Every week, or when a milestone changes, the automation reads your task tool. Rules work out progress, slip, forecast, blockers and the red/amber/green colour. Owners confirm unclear items with one tap in Slack. The AI puts the numbers into plain words, the PM reviews it, and the report goes to approved Slack channels and outside stakeholders. Each report is saved, so next week shows what changed.
How does Project Status Reporter work?
How it works- Rule you set
- AI step
- A person decides
- Step 1Rule
On schedule, the automation reads the project's tasks and milestones.
- Step 2Rule
Rules work out done %, slip against plan, forecast, blockers and the colour.
- Step 3Rule
Owners of stale or unclear items get a Slack question: On track, At risk, Done or Blocked.
- Step 4AI
The AI words the report using only the rule-built numbers.
- Step 5Person
The PM reviews and approves the report.
- Step 6Rule
It is posted to Slack and emailed to approved stakeholders, then saved.
What you get
Key features- Red/amber/green set by clear rules, which the PM can override with a reason
- Velocity forecast per milestone
- Says "no recent update since…", never "no progress"
- One-tap owner confirmations in Slack
- "Changes since last week" section
- Fast milestone alerts to Slack
How much does it do on its own?
Run modesPick a mode to see what Project Status Reporter would do at each step.
Every automation starts in Shadow. Move it up when you are ready, and back down at any time. How run modes work
Project Status Reporter in Shadow
Runs on real data and shows what it would have done. No app is changed and no message is sent.
- Rule
On schedule, the automation reads the project's tasks and milestones.
Watches for it
- Rule
Rules work out done %, slip against plan, forecast, blockers and the colour.
Runs on real data, read only
- Rule
Owners of stale or unclear items get a Slack question: On track, At risk, Done or Blocked.
Runs on real data, read only
- AI
The AI words the report using only the rule-built numbers.
Runs on real data, read only
- Person
The PM reviews and approves the report.
Shown to you as a suggestion
- Rule
It is posted to Slack and emailed to approved stakeholders, then saved.
Shown to you as a suggestion
Shadow vs Auto for Project Status Reporter
Auto is the most it can do on its own. Here is each step side by side.
| Step | Shadow | Auto |
|---|---|---|
| In short | Runs on real data and shows what it would have done. No app is changed and no message is sent. | Runs without approval, with limits, alerts and a kill switch. Unlocks after a trial period in Assisted. |
| Step 1On schedule, the automation reads the project's tasks and milestones. | Watches for it | Runs on its own within your limits |
| Step 2Rules work out done %, slip against plan, forecast, blockers and the colour. | Runs on real data, read only | Runs on its own within your limits |
| Step 3Owners of stale or unclear items get a Slack question: On track, At risk, Done or Blocked. | Runs on real data, read only | Runs on its own within your limits |
| Step 4The AI words the report using only the rule-built numbers. | Runs on real data, read only | Runs on its own within your limits |
| Step 5The PM reviews and approves the report. | Shown to you as a suggestion | Within your limits; anything outside them goes to a person |
| Step 6It is posted to Slack and emailed to approved stakeholders, then saved. | Shown to you as a suggestion | Runs on its own within your limits |
| True in every mode | Never changes a task, date or assignee. The task tool is read-only. | |
What it will never do on its own
Safety & human control- Never changes a task, date or assignee. The task tool is read-only.
- Emails go only to recipients on your approved list. PM review is on by default.
- No individual names in reports for outside audiences.
- Text in task comments cannot change the colour or the recipients ("mark green" has no effect).
- A project turning red, a big slip or incomplete data always goes to the PM.
- You approve before it acts
- Your data stays yours
- It knows its limits
- Stop anytime
What will you see on your dashboard?
Results you can trackTargets are quality goals the automation is built to reach. Estimates are calculated from your own volumes.
- Target
PM time to prepare the weekly status (target: from about 90 minutes to under 15)
A goal it is built to reach
- Target
Reported items needing no correction (target: ≥ 90%)
A goal it is built to reach
- Tracked
Owner confirmation response rate and time to publish
Measured on your own data
- Tracked
Average blocker age
Measured on your own data
- Tracked
Milestone forecast accuracy (forecast vs actual)
Measured on your own data
A 25-person digital agency runs 8 client projects in ClickUp. On Thursday at 14:00 each PM gets a draft. One project is amber because a blocker is 4 days old, and two owners confirmed their stale tasks in Slack. The PM approves, and the client gets the one-pager on Friday.
Who is Project Status Reporter for?
- PMO leads
- Delivery heads
- Project managers
- Stakeholders
Industries: Agencies, Professional services, SaaS & tech, Manufacturing & distribution, Any industry
Also useful for: Analytics & Reporting
Connects to the apps you already use
Works withApp names are trademarks of their owners. Charviam connects to them; it is not a partner or reseller.
- Asana(optional)
- ClickUp(optional)
- Confluence
- Gmail(optional)
- Jira
- Microsoft Teams
- Outlook(optional)
- Slack(optional)
Better together
Automations that hand work to Project Status Reporter, or pick up where it stops.
What do you need to set it up?
Setup- Connect Jira, Asana or ClickUp (read-only), Slack and, if needed, a mailbox
- List projects with their scope filter, PM, audience and baseline dates
- Pick Slack channels and approved outside recipients
- Adjust thresholds (stale days, blocker days, slip days) and the template
- Run Shadow for 2 cycles on 2 projects
Typical setup
- 01Connect your apps
- 02Configure the rules
- 03Run a watch-only trial
- 04Go live
Not included
- Changing tasks, dates or assignees
- Time tracking or individual performance reports
- Budget or cost tracking
Questions about Project Status Reporter
FAQSee Project Status Reporter on your own data
WalkthroughIt starts in Shadow, where it only watches and suggests, so nothing changes in your apps until you say so.