1.Triggers every week
Integrate Schedule by Zapier and reporting systems to trigger weekly project health checks on the configured day and hour.
Send weekly project health digest to project channels
Automatically run weekly project health checks across Teamwork and Slack. Post a concise channel digest by merging project reports, locating each project channel, and sharing the results on scheduleβso you can skip manual status reporting.
How this automation protects weekly project visibility
When the weekly reporting time arrives, delayed digests can stall project decisions and team alignment. This automation runs project and task reports, merges project health into rows, and posts channel messagesβso your team can respond faster.
Schedule by Zapieror swap with your favorite app
2.Exports project and task reports
Integrate Teamwork and reporting tools to run project and task reports for the target range and export CSV outputs.
Teamworkor swap with your favorite app
3.Computes reporting date window
Integrate Formatter by Zapier and analytics tools to import both CSVs and compute the date range for reporting.
Formatter by Zapieror swap with your favorite app
4.Merges CSVs into project rows
Integrate Code by Zapier and data transformation to merge both CSVs into unified project rows with mapped metrics.
Code by Zapieror swap with your favorite app
5.Finds the matching project channel
Integrate Looping by Zapier and Zapier Tables to iterate rows and find the configured project channel by project name.
Looping by Zapieror swap with your favorite app
6.Posts the channel digest
Integrate Slack and collaboration tools to post one concise message per matched channel with budget, remaining, and completion metrics.
Slackor swap with your favorite app
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Step 1
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