How to draft a weekly client status report with Granola, a Notion Custom Agent and Slack

The steps, in outline

1. Connect Granola to Notion (Granola, 5 min)
2. Send each client call to Notion (Granola, 10 seconds per call)
3. Make the Weekly Updates database (Notion, 10 min)
4. Build the agent (Notion, 20 min)
5. Set the two triggers and Slack access (Notion, 10 min)
6. Edit, publish, send (you, 10 min every Friday)

Exact prompts, settings, prices and gotchas are in the full write-up: Drop 013: The client status report that drafts itself by Friday.

Tools in this chain

• Granola
• Notion
• Slack

FAQ

What does this workflow do?

Your client calls (from Granola) and your project tracker feed a Notion Custom Agent that writes the weekly client update every Friday. You edit it, flip it to Published, and a short summary lands in Slack. You still send the client version yourself.

Which tools do I need?

Granola, Notion, Slack. The full drop lists the plan each one needs and its current price.

How much does it cost?

From $34/user/mo (Granola Business $14 + Notion Business $20), plus Notion credits for the agent after the free trial. Slack Free works. Prices are as listed by each vendor when the drop was last checked.

How long does it take to set up?

About 1 hour (estimate), plus two Fridays of light checking.

Who is it for?

Account leads, producers and project managers at agencies and small teams who owe a client a weekly status update.

Has this workflow been tested?

Last verified: Oct 2026 (desk-checked, not run end-to-end). It was checked against each vendor's current documentation and pricing; Daisychain labels drops that have not yet been run end to end, so treat the steps as a careful plan and check them in your own accounts.