# Monthly Client Report: Work Done and Results

Source: https://maito.app/workflows/write-the-monthly-client-report

Maito drafts each client's monthly report from your task tracker and analytics, flags changes worth a look, and attaches a PDF for you to review.

Report on work done and results for each client.

Client delivery · [Design and creative studios](https://maito.app/workflows/industry/design-and-creative-studios) · On a schedule · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [Linear](https://maito.app/workflows/tool/linear)
-   [Asana](https://maito.app/workflows/tool/asana)
-   [ClickUp](https://maito.app/workflows/tool/clickup)
-   [Jira](https://maito.app/workflows/tool/jira)
-   [Trello](https://maito.app/workflows/tool/trello)
-   [Amplitude](https://maito.app/workflows/tool/amplitude)
-   [Mixpanel](https://maito.app/workflows/tool/mixpanel)
-   [PostHog](https://maito.app/workflows/tool/posthog)

## How do you write the monthly client report?

To write the monthly client report, connect Maito to your task tracker and analytics. On the first of the month it drafts a report for each client with the work delivered and the key results, and flags changes that need a closer look. Each report is attached as a PDF for you to edit and send.

## How it's done today

Reports take a day per client.

## What Maito does

1.  Pull work done and metrics
2.  Draft the report

## Example

Loop run: Nov 1, 9:00 AM · Monthly client reports

**Maito** (9:00 AM):

6 October reports are drafted. Here's Wonka Foods.

**Wonka Foods, October**  
• Delivered: 14 tasks, including the holiday email series and 3 landing pages  
• Site visits: 41,200, up 12% from September  
• Newsletter signups: 1,830, up 22%  
• Checkout conversion: 2.1%, down from 2.4%

Catch: the conversion drop began Oct 17, the day the new landing page went live. Worth a look before the client does.

Sources: Linear for tasks, PostHog for traffic. Attached: wonka-oct.pdf and 5 other reports. Dani, want me to add a recommendation on the checkout page?

**Dani** (9:25 AM):

Yes, add one. I'll send Wonka's report after lunch.

**Maito** (9:27 AM):

Added a recommendation to test the old form layout for a week. Attached: wonka-oct-v2.pdf.

## How to set it up

On a schedule Write the monthly client report

Ask your agent

“On the 1st of each month at 9, draft a report for each retainer client from Linear and PostHog, and post the drafts in #accounts for the account leads to review and send.”

Connect task tracker

-   Linear
-   Asana
-   ClickUp
-   Jira
-   Trello

Connect analytics

-   Amplitude
-   Mixpanel
-   PostHog

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

## What it won't do

It reports what's in your tools. It can point to when a metric changed, not prove why.

## Questions

### Which tools does it pull from?

Task trackers such as Linear, Asana, ClickUp, Jira or Trello, and analytics such as Amplitude, Mixpanel or PostHog.

### Does it send reports to clients?

No. It attaches drafts, and you review and send them.

### Can it add recommendations?

Yes. Ask it in the thread and it adds a recommendation based on the numbers, which you can edit.

## More client delivery workflows

-   [Draft a proposal from past wins Start each proposal from your best past proposals, case studies and rates. Client delivery · When you ask Works with Box.](https://maito.app/workflows/draft-a-proposal-from-past-wins)
-   [Synthesize research into a memo Turn piles of sources and interviews into a memo with references. Client delivery · When you ask Works with Box.](https://maito.app/workflows/synthesize-research-into-a-memo)
-   [Summarize stakeholder interviews Turn interview notes into themes and quotes for the client readout. Client delivery · When you ask Works with Box.](https://maito.app/workflows/summarize-stakeholder-interviews)
-   [Weekly client status report Each Friday, a status report for every client project. Client delivery · On a schedule Works with Linear, Asana, Box.](https://maito.app/workflows/weekly-client-status-report)
-   [Find who has done this before Find the colleague and past project that match a new client's problem. Client delivery · When you ask Works with Box.](https://maito.app/workflows/find-who-has-done-this-before)
-   [Turn meeting notes into client follow-ups After client meetings, send a recap and log actions. Client delivery · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, Linear, Asana.](https://maito.app/workflows/turn-meeting-notes-into-client-follow-ups)

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

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[Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fwrite-the-monthly-client-report)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)