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Ops·Runs on schedule

AI client reporting generator that ships the monthly summary you keep skipping.

Weekly schedule. Claude pulls the past week's Notion project pages for a client, writes a plain-English status report, and drafts it as a Gmail message.

How Pilotran works

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What a real run looks like
Weekly status email drafted in Gmail for Aster Labs — 2 internal flags noted.
Weekly schedule pulled the last week of Notion project pages tagged "Aster Labs." Claude wrote a 260-word status email and separated the client-safe copy from the internal risks.
gmail
To: priya@aster.example Subject: Aster Labs — weekly update, week of Sep 8 Hi Priya, *What shipped this week* Onboarding flow v2 went live Monday. First-week completion rate is already up from 47% to 62% in the sample. The revised copy on step 3 seems to be doing most of the work. *In flight* Admin dashboard is 80% done. Design signed off Wednesday; we're wiring up the last data endpoints now. Expect it in your staging Friday. *Next week* We'll start work on the billing consolidation piece Monday. Our first check-in is Tuesday — we'll bring a rough clickable then, not final designs, so we can adjust before we go deep. Anything urgent, please reply directly. — Sam --- *Internal flags (do NOT include in client email):* • Billing consolidation depends on their finance system access — asked last week, no response yet. Risk to Nov 1 milestone if it slips past Wed. • Marcus is on PTO Sep 22-26 — one of the endpoints falls on his plate. Cover unclear.
How this workflow runs
Press enter or space to select a node. You can then use the arrow keys to move the node around. Press delete to remove it and escape to cancel.
Press enter or space to select an edge. You can then press delete to remove it or escape to cancel.
Under the hood — the exact prompt Claude sees
Write a weekly status report from {{sender_name}} to {{client_name}} at {{client_email}}. Reply with JSON only: {"subject": string, "body": string, "internal_flags": string[]}. Rules: (1) 3 sections in flowing prose: What shipped, In flight, Next week; (2) 200–320 words total; (3) plain English, no consulting jargon; (4) internal_flags are risks the client should NOT see but you want to raise internally. Project updates: {{project_updates}}
What you configure

Fields you provide once.

Claude uses these on every run — set them during activation.

Notion projects database ID
textrequired
Paste the Notion database URL or the 32-character ID
Client name
textrequired
Client email
textrequired
Your name
textrequired
Frequently askedQuestions about Client Reporting Generator+
How long does it take to set up Client Reporting Generator?+

About 60 seconds. Connect Gmail, fill in the plain-English fields the template asks for, and hit Activate. Pilotran runs the workflow once against sample data so you can see what Claude does before it touches your real accounts.

Can I edit Client Reporting Generator after activating it?+

Yes — pause, edit the prompt, tweak the fields, or delete the workflow at any time from your Workflows page. Paused workflows keep their run history and can be resumed later.

Which AI model runs my workflow?+

Every workflow uses Anthropic's Claude by default. On any paid plan you can add your own Anthropic or OpenAI API key and pay providers directly for unlimited runs — Pilotran only meters when it's on our shared credits.

Does Pilotran train AI models on my data?+

No. Your workflow data is only used to execute the workflows you activated. We do not train models on your data or share it with third parties.

What happens if a run fails?+

Pilotran's Failure Doctor auto-explains what broke (bad credentials, invalid input, provider rate limit, etc.) and suggests a fix. Failed runs don't disappear — you can retry any run from the Runs page.

Comparing tools?

See how Pilotran stacks up on this kind of workflow versus Zapier, n8n, Make, Relay and Gumloop.

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AI workflow automation on autopilot. Pick a template, connect your apps, let Claude do the rest.

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