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Point Juma at your project board and get a client-ready status report: completed work, open items, blockers, and next steps, with a matching Slack digest.
Name the board and the reporting period, and Juma reads your connected project management tool (Basecamp, Asana, monday, ClickUp, Notion, Jira, Trello) to build the status report. It groups the work into what's completed, what's open or in review, what's blocked, and what's due next, attributes each item to an owner, and returns a branded PDF plus a short Slack digest ready to share. More than 400 marketing teams use Juma to turn the tools they already run on into finished deliverables, and this is the weekly report that usually eats an afternoon.
Get a focused list of everything at risk: tasks past their due date, items waiting on someone, and work with no owner assigned. Each entry names the task, who holds it, how many days it has slipped, and what it's waiting on. Instead of scanning the whole board for problems, the team opens the status report and sees the three things that need a nudge before the next client call. This is the section clients read first, so it leads the report rather than hiding at the bottom.
From our project board, list everything that's blocked, overdue, or unassigned, with the owner and how many days it has slipped.
Get a short, scannable version of the status report written for Slack: a one-line headline, the two or three things that moved this week, current status, and what's next, with the full PDF attached. The team drops it into the client channel or the internal project channel without rewriting anything. Ask Juma to draft it first so someone can read it before it posts, or have it post straight to a named channel once the format is trusted. The update lands where people already work instead of sitting in an inbox.
Turn this status report into a short Slack update with a headline, this week's wins, current status, and next steps, and draft it for me to review.
Close the loop without leaving the chat. Once the report flags what's slipping, ask Juma to draft follow-up tasks for the overdue items and add them back to the board, assigned to the right owner with a new due date. Juma shows the proposed tasks first and waits for a yes before writing anything, so nothing lands on the board by surprise. The weekly report stops being a document that gets read and forgotten, and becomes the moment the next week's work gets set up.
For each overdue item, draft a follow-up task with an owner and a new due date, show me the list, and add them to the board once I confirm.
For agencies running ten or twenty boards, get one leadership rollup instead of ten separate reports. Juma reads every connected project and returns a single view: which accounts are on track, which have slipping deadlines, and which need attention this week, each with a one-line reason. It's the Monday-morning portfolio picture a head of delivery usually builds by hand from a dozen tabs. Drill into any single account for its full status report when something needs a closer look.
Roll up status across all our client boards into one leadership view: which accounts are on track, which are slipping, and which need attention this week.
A Juma Project is a shared space where the team keeps everything Juma needs to know about a client. Build one project per client and every status report pulls from the same context, so the report reads the same whether it's run by the account lead or someone covering for them. Add these items once and the weekly report stops asking the same setup questions.
Reporting Cadence & Format
How often the report goes out, the period it covers, and the sections the client expects. With this in the project, every report matches the format the client already signed off on instead of starting from a blank page.
Status & Blocker Definitions
What counts as on-track, at-risk, or blocked for this account, plus any RAG thresholds. This gives the report one consistent rule for flagging problems, so the same kind of item gets called out the same way every week.
Stakeholder List
Who owns what, who the report is written for, and who should never be named in a client-facing version. The report attributes work to the right people and keeps internal notes out of the client copy.
Brand Voice Guide
How the agency writes to this client: tone, level of detail, and words to avoid. Every report and Slack digest comes out in the right voice from the first draft.
Add a short description to each knowledge item in the project's info field so Juma knows what each file is and when to use it. For example:
Writing a weekly client status report by hand takes 30 to 60 minutes per project: opening the board, checking what moved, chasing owners for blockers, and formatting it into something client-ready. Juma reads the board and returns the formatted report and a Slack digest in a couple of minutes. An agency running one report per client per week across ten accounts recovers most of a working day every week.
The savings compound because the structure stays identical from week to week and from account to account. The same sections get filled the same way no matter who runs it, so a covering account manager produces the same report the client is used to. Strategy, taste, and judgment stay human: the team reviews and edits every report before it goes out.
The report groups the board into completed work, open or in-review items, blockers, and what's due next, with each item attributed to an owner and a date. It opens with an at-a-glance summary (tasks complete, items open, anything at risk), includes a timeline of the project's phases, and ends with recommended next steps. The branded PDF is the client-facing version and the Slack digest is the short update for the channel.
Because it reads live board data, the report reflects the real state of the work at the moment it runs. When a board is fully on track it says so plainly rather than padding the report, and when items are slipping it names them with the owner and the number of days overdue.
It works with the board the team already uses. Juma connects to Basecamp, Asana, monday, ClickUp, Notion, Jira, and Trello, and reads task status, owners, and due dates directly from whichever one is connected. There's no need to move the team onto a new tool or maintain a separate reporting spreadsheet.
The report is board-agnostic by design, so an agency with one client on Asana and another on Basecamp runs the same Flow for both and gets the same report format. If a board isn't connected yet, the team can connect it in Juma or paste an export, and the report runs from that instead.
Both, on the team's terms. By default the report only reads the board. When the team asks Juma to create follow-up tasks for overdue items or post the summary to Slack, it drafts the change and shows it first, then acts once someone confirms. Nothing is written to the board or sent to a channel without a yes.
This keeps the weekly report safe to run on a live client board. The read-and-summarize step never changes anything, and the write-back step is always a proposal the team reviews. Human review sits on every output that leaves the chat.
Most project tools show progress bars and completion counts, but they don't write the narrative a client reads. This Flow turns the same board data into a written status report, groups it into completed, blocked, and upcoming, flags what's slipping with an owner and a reason, and delivers it as a branded PDF and a Slack digest. That written, client-ready layer is what the built-in dashboards leave to the account manager.
It also spans tools a single dashboard can't. An agency reporting across several clients on different boards gets one consistent format for all of them, and a single leadership rollup across every account, which no individual tool's native reporting produces on its own.
Connect the client's Google Ads, Meta Ads, and GA4 accounts, name the period, and get a branded multi-channel report with scorecards, benchmark context, and a prioritised action plan.
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