Build · A US services business with a remote project team
The status meeting that became a sheet.
Client emails, tasks and updates were scattered across a shared inbox. A daily agent now reads the inbox, updates a tracker, and writes a one-paragraph summary the owner reads with coffee.
A daily tracker
written by the agent from the shared inbox, every day
The engagementJuly 2026, live
BeforeA US services business with a remote project team
Status lived in forty threads.
Every project update arrived by email. Knowing what was open meant reading everything. The weekly status meeting existed to do that reading out loud.
What we didThe work, in order.
The work, in order.
- Week 1: Mapped the inbox: which senders, which subjects, which of them are tasks.
- Week 2: Built the daily Gmail-to-Sheet tracker with a short AI summary per day.
- Week 3: Fixed the model and key after a provider change, and documented the run so it survives without us.
AfterWhat changed.
What changed.
- Daily tracker and summary, no human in the loop
- The weekly status meeting replaced by a written summary
- Documented so the run survives a provider change
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