# Weekly Status Update Email to the Customer's Sponsor

Source: https://maito.app/workflows/weekly-update-to-the-customers-executive

Maito writes a short weekly progress note to the customer's executive from the CRM and support desk, and saves it as a draft for you to check.

Send a short progress note to the customer's sponsor without writing it from scratch.

[Customer success](https://maito.app/workflows/team/customer-success) · [Software](https://maito.app/workflows/industry/software) · On a schedule · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)
-   [Intercom](https://maito.app/workflows/tool/intercom)
-   [Pylon](https://maito.app/workflows/tool/pylon)
-   Zoho Desk
-   Unthread
-   Freshdesk
-   Gmail
-   Microsoft 365
-   Superhuman Mail

## How do you send a weekly update to a customer's executive?

To send a weekly update to a customer's executive, set Maito to run a weekly Loop. It reads the CRM and support desk, writes a short note on what shipped, what's open and what's next, and saves it as a draft email. You review it and send it.

## How it's done today

Executive updates slip when CSMs are busy.

## What Maito does

1.  Pull the week's progress and issues
2.  Draft a short update

## Example

Loop run: Friday 2:00 PM · Weekly executive update

**Maito** (2:00 PM):

Draft to Rachel, saved in Gmail:

"Hi Rachel, a short update for the week of Oct 12.

• Rollout to the Sales team finished on Oct 14: 41 of 50 seats are now assigned.  
• We closed 12 support tickets. One is still open: scheduled export timing (#48120).  
• We're aiming to fix it by Oct 28.  
• Next: a call with your team on Oct 22 to plan the Finance rollout."

**Check before you send:** Alex's note on #48120 says Oct 28 is a target, not a commitment. I wrote "aiming to". Change it if you have more from him.

From HubSpot notes and the Intercom ticket history.

**Jo** (2:09 PM):

good. Add Marcus in copy and I'll send it myself.

**Maito** (2:10 PM):

Marcus is now in copy on the draft. It's waiting in your Gmail drafts.

## How to set it up

On a schedule Weekly update to the customer's executive

Ask your agent

“Every Friday at 2, draft a short progress note for Acme's VP Rachel from HubSpot and Intercom. Put it in Gmail as a draft and tell me in #customer-success.”

Connect CRM

-   HubSpot
-   Salesforce
-   Attio
-   Pipedrive

Connect support desk

-   Intercom
-   Pylon
-   Zoho Desk
-   Unthread
-   Freshdesk

Connect email

-   Gmail
-   Microsoft 365
-   Superhuman Mail

Not connected yet? Your agent sends you a link to sign in.

## What it won't do

It reports what's recorded. A change you agreed in conversation needs to be told to Maito before the update goes out.

## Questions

### Does it send the email?

No. It saves a draft in your email for you to review and send.

### Does it promise dates?

Only the ones your team has committed to. A target is written as a target, such as 'aiming to'.

### Which tools does it read?

Your CRM, your support desk and your email: Gmail, Microsoft 365 or Superhuman Mail.

## More customer success workflows

-   [Flag accounts at risk of leaving Get a weekly list of customers showing signs of churn, with the reason for each. Customer success · On a schedule Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/flag-accounts-at-risk-of-leaving)
-   [Prep a quarterly business review Get the QBR deck drafted from usage, tickets and goals. Customer success · When you ask Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/prep-a-quarterly-business-review)
-   [Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/write-a-one-page-account-plan)
-   [Run onboarding check-ins New customers get the right nudge at the right step of onboarding. Customer success · On a schedule Works with Amplitude, Mixpanel, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/run-onboarding-check-ins)
-   [Catch the meaning of a customer email Know when a customer is unhappy even when the email is polite. Customer success · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/catch-the-meaning-of-a-customer-email)
-   [Find expansion opportunities Spot accounts that are outgrowing their plan. Customer success · On a schedule Works with Amplitude, Mixpanel, Stripe, PayPal, HubSpot, Salesforce.](https://maito.app/workflows/find-expansion-opportunities)

[See all workflows](https://maito.app/workflows)

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