A weekly report that pulls together what happened across your client accounts, built for agency owners and operations leads who spend Monday mornings stitching updates together by hand.
Every Monday at 7am, the Client Ops Roll-Up agent reads task progress from ClickUp and account activity from HubSpot, computes the metrics that matter per client and per team, then posts a single roll-up to Slack. The accounts that need attention sit at the top so nothing gets buried.
What it does
- Fetches the week's task and deal activity across every client account
- Blends logged and scheduled time into one consistent view of team capacity
- Flags accounts against four alert thresholds so at-risk work surfaces first
- Tracks streaks to show which clients are trending up or slipping
- Posts the finished client and team roll-up to Slack
- Keeps the underlying numbers in Google Sheets for reference
How it works
The agent runs on a fixed weekly schedule, so the roll-up lands before the week starts. It follows the agency-roll-up skill, which carries the exact fetch scope, the order metrics are computed in, the rule for combining logged and scheduled time, the four alert thresholds and how streaks are counted. That means the report reads the same way every week, and the flags are consistent from one Monday to the next.
Setup takes about five minutes: connect ClickUp, HubSpot, Google Sheets and Slack, and the first roll-up posts on the next scheduled run.
