> ## Documentation Index
> Fetch the complete documentation index at: https://hopsdocs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Client status and dashboard

> Send the weekly client status and keep the engagement dashboard current.

Clients want a weekly status and a dashboard they trust, and writing both by hand eats Friday. Hops builds them from the team's work in a dedicated Space for each client.

<Info>
  **How it runs:** One Space per client, with its own context, skill and automations.
</Info>

## What it does

* **Updates each workstream.** Hops reads tasks in Asana or Jira and sets every workstream to on track, at risk or behind, with the reason.
* **Writes the status in under 10 lines.** Progress, risks and next week, in plain language a client can read.
* **Keeps the dashboard current.** Workstream status, dates and owners are refreshed in a table in the client Space.
* **Drafts the client email.** The status is turned into an email in Gmail for you to review and send. Hops never sends it for you.
* **Notes recovery plans.** When a workstream is behind, the status includes what the team is doing about it.

<Frame>
  <img src="https://mintcdn.com/hopsdocs/E03FYifT87c9QmFJ/images/use-cases/ps-client-status-report.gif?s=0369703b076fca9d6a6c729b2b436e70" alt="Weekly client status automation, Hops read the client-acme Space and wrote the weekly client status" width="1440" height="810" data-path="images/use-cases/ps-client-status-report.gif" />
</Frame>

## Ask Hops

Copy a prompt into any chat with Hops, or mention `@Hops` in a Space.

```text theme={null}
Write this week's client status for Acme.
```

```text theme={null}
Which Acme workstreams are behind, and what is the recovery plan?
```

```text theme={null}
Update the Acme engagement dashboard from the latest tasks.
```

```text theme={null}
Draft the Friday status email to the Acme sponsor in a friendly, direct tone.
```

```text theme={null}
What changed since last week's status for Globex?
```

Example reply:

> Status for Acme, week 6:
>
> * 4 of 6 workstreams on track.
> * Pricing analysis is 3 days behind; recovery plan noted.
> * Dashboard updated and status email drafted.

## What you get

* **A dedicated Space per client.** Each Space holds the workstream plan, contacts and history, so the status is always written with the right context.
* **A Friday post.** Every Friday at 10:00 AM Hops posts the weekly status to the client Space chat.
* **A saved Doc.** Each week adds a dated status to **Docs**.
* **An updated Table.** The engagement dashboard lives in **Tables**, with one row per workstream.
* **An email draft.** The client status email, ready to review.

## Connections needed

Connect these apps. Each card opens Connections in the app.

<CardGroup cols={3}>
  <Card title="Gmail" icon="envelope" href="https://app.hops.ai/my-hops/connections">
    Client threads and the status email draft.
  </Card>

  <Card title="Asana" icon="plug" href="https://app.hops.ai/my-hops/connections">
    Workstream tasks and dates (or Jira).
  </Card>

  <Card title="Slack" icon="slack" href="https://app.hops.ai/my-hops/connections">
    Team updates and the Friday post.
  </Card>
</CardGroup>

## Set it up

<Steps>
  <Step title="Connect your apps">
    Connect Gmail, Asana or Jira, and Slack in **Connections**.

    See [Connections](/docs/connections/overview).
  </Step>

  <Step title="Create a Space per client">
    Create a **client-acme** Space for each client. Pin the workstream plan and contacts in Space context.

    See [Spaces](/docs/spaces/overview) and [Space context](/docs/spaces/space-context).
  </Step>

  <Step title="Add the skill">
    Give Hops these instructions:

    ```text theme={null}
    You write the client status. Update each workstream's status, summarize progress, risks and next week in under 10 lines, and draft the client email.
    ```

    See [Build a skill](/docs/agents/build-a-skill).
  </Step>

  <Step title="Schedule it">
    Run it every Friday at 10:00 AM in each client Space. Hops posts the status, saves a dated Doc, updates the dashboard Table and drafts the email.

    See [Automation](/docs/spaces/automation).
  </Step>
</Steps>


## Related topics

- [Agencies & consulting](/teams/professional-services.md)
- [Explore use cases](/use-cases/overview.md)
- [Engineering dashboard](/teams/product-engineering/use-cases/engineering-dashboard.md)
- [Live revenue dashboard](/teams/founders-executives/use-cases/live-dashboards.md)
- [Client onboarding and kickoff](/teams/professional-services/use-cases/engagement-kickoff.md)


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