Weekly retained-client reporting
A scheduled run assembles each client's week and posts the draft for approval before the deadline rather than after it.
Professional ServicesBotLane Original
Production ready
BotLane Client Status Report Agent
Weekly client reports assembled from your own systems, approved in Slack, and delivered as PDF without anyone writing them.
Product repository
https://github.com/botlaneio/botlane-client-status-report-agentClosed release gates must link to verifiable evidence from this repository or its published release artifacts.
Overview
Client reporting is the work nobody schedules and everybody does late. This system aggregates the week's activity from the tools you already run, drafts the report, and posts it into Slack for a human to edit and approve before it goes anywhere near a client.
Capabilities
- Data aggregation
- Report generation
- Slack approval
- Slack editing
- Weekly scheduling
- PDF export
Who it is for
- Agencies and consultancies reporting to retained clients
- Professional services teams with recurring status obligations
- Anyone whose weekly report is assembled by hand every Friday
Use cases
Approval without leaving Slack
Reviewers edit and approve in the channel they already sit in, so approval is not another tool to log into.
How it works
- 01
Aggregate
On schedule, the system pulls the period's activity from the configured sources.
- 02
Draft
It generates the report against your template and posts it to the review channel.
- 03
Approve
A human edits inline and approves in Slack. Nothing leaves without that step.
- 04
Deliver
The approved report is exported to PDF and delivered.
Integrations
- SlackReview, editing and approval
- SchedulerRecurring report runs
- PDF exportClient-ready output
Architecture
How the system is put together, top to bottom.
- IngestScheduled collectors against your configured sources.
- GenerationTemplate-driven report assembly.
- ApprovalSlack interaction handler with an explicit human gate.
- OutputPDF rendering and delivery.
What's included
The twelve release gates that turn a repository into a business system. This is the live state of this system, not a description of the process.
12 of 12 closed
Production ready
- Pinned provenancecomplete
- Installation toolingcomplete
- Docker imagescomplete
- OCI release artifactscomplete
- Configuration validationcomplete
- Secrets handlingcomplete
- Health checkscomplete
- Backup & restorecomplete
- Upgrade & rollbackcomplete
- Security hardeningcomplete
- Acceptance testscomplete
- Documentation & runbookscomplete
Security
Properties of how the system is packaged and run. Botlane makes no certification or audit claims.
- Self-hosted — client data stays on your infrastructure.
- No report is delivered without an explicit human approval step.
Releases
No public releases yet. This system has not reached a tagged release, so there is nothing to download or verify. Releases appear here with their version, date and checksums once published.
Release alerts
Release alerts are not open yet.
The catalogue remains the source of truth while verified email delivery is being prepared.
Questions
Can it send reports without human approval?
The approval step is deliberate and central to the design. A report is drafted automatically; a person approves it.
Which data sources does it support?
Sources are configured per deployment. Additional collectors are BotLane Custom work.
Ways to run it
BotLane Managed
Botlane can host, monitor, update, and maintain eligible AI systems under an engagement-specific operating agreement.
BotLane Deploy
We configure and install the system directly inside your company's AWS, GCP, or Azure account, then hand over the keys.
Self-host
Complete source packages and Docker containers for teams that want 100% control over deployment and data.
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