Arnau Sanz
Agentic Strategy & AI Transformation LeadKarminaAI StudioAgents · Services · Training
Growth & Client Operations · AGENT-A22
Client Update
This landing page explains what automates Client Update, what sources and tools you need, how the result is reviewed and how it can be applied within a company.
StrategyOwn knowledgeProportional permissionsHuman supervisionMeasurement and improvement
01
The agent, at a glance
What Accelerates
The synthesis of status, the preparation of emails or reports, the selection of data, the monitoring of agreements and the adaptation for different interlocutors.
What does it deliver
Update with period, advances, deliverables, decisions, communicable risks, customer requests, next steps and pending points of approval.
For whom it is
Teams of accounts, projects, consulting, services and agencies with recurring customer follow-ups.
What it doesn't do
It does not invent explanations, does not promise dates, does not share internal comments, does not hide relevant risks and does not send an unvalidated version.
02
The problem it solves
The client does not need all the data of the project. It needs a reliable and actionable reading.
Updates may come too late, be too technical or not explain what a decision needs. When each manager writes from scratch, the tone varies and previous agreements are lost.
Client Update reduces:
- Inconsistent follow-ups between projects.
- Repetition of context already known.
- Unconfirmed dates and commitments.
- Internal information shared by mistake.
- Customer decisions without follow-up.
- Extensive reports without further action.
- Differences between meeting, project and mail.
03
What exactly is Client Update?
It is an operational communication agent that uses the approved status of Project Pulse, Meeting Notes and dashboards contractual documents to prepare an external output.
It can generate mail, document, presentation or summary by portal. Each format has its own audience, level of detail, cadence and Human Gate.
04
What do you do, specifically?
01. Retrieves the validated state
Consultation goals, deliverables, decisions, data and incidents of the period.
02. Filter information by recipient
Separates internal, confidential, technical and communicable content.
03. Structure the update
Order progress, results, decisions, risks, requests and next steps.
04. Check commitments
Contrast dates, scope and responsibilities with the approved contract or record.
05. Adapt the format
Prepare a short version by mail, an executive or a more detailed annex.
06. Point out decisions
It makes visible what the customer needs, before when and with what impact.
07. Register the version sent
It preserves the final text, the date, the recipients and the agreements that are derived from it.
DUBTE BACK
You don’t have to know which agent you need.
Let’s start with a repeated task, the sources available and the result you want to review. In a free video call we can assess if you need an agent, a service or simply better order the process.
Video call · free · no obligationBook a free video call ↗A short conversation to understand your starting point and bring clarity.
05
How it works from start to finish
- It is activated according to cadence or a setting.
- Check the state and sources.
- Regain agreements and commitments.
- Prepare a version with warnings.
- The person responsible reviews everything, risks and dates.
- The agent applies corrections and generates the final version.
- It is sent through the authorized channel.
- The answers and decisions come back to the project.
06
Example of situation
An internal delay and a range change are not explained in the same way
Project Pulse detects that a milestone is moving. An internal dependency has been delayed, but the client has also incorporated a new requirement.
Client Update prepares a chronology that separates the two factors, shows what has already been completed and proposes a new date pending approval. It does not automatically blame any party or present a hypothesis as an agreement. The person responsible decides the story and the final commitment.
07
What do we need before we launch it?
Essential
- Projects and audiences included.
- State sources approved.
- Contract, scope and commitments.
- Cadence and formats.
- Internal versus Communicable Content.
- To be responsible and approved.
- Channel and record shipping.
Highly recommended
- Examples of good follow-ups.
- Map of interlocutors.
- History of Customer Decisions.
- Criteria for risks and incidents.
- Data or KPI that really matter to the relationship.
08
How we implant it
- We choose a cadence and an update type.
- We define sources, public and structure.
- We classify internal and external information.
- We drive in parallel with the current process.
- We review omissions, tones and commitments.
- We train the people responsible for account.
- We connect with Project Pulse or CRM when the circuit is reliable.
A REAL TASK IS THE BEST BRIEF
Explain where the friction is concentrated.
You can send us an example, the approximate volume and how it is reviewed today. No need to share sensitive data to make a first assessment.
09
Human supervision and boundaries
The agent can
- Synthesize a validated state.
- Adapt the format.
- Check dates and agreements.
- Prepare mail or document.
- Register the version sent.
Agent can't
- Communicate a sensitive risk without decision.
- Invent a justification.
- Promise schedule, budget, or scope.
- Sharing internal notes or unauthorized data.
- Send a version marked as draft.
Stop and scale when
Sources contradict each other, there is a conflict, scope change, relevant delay, unvalidated data, contractual issue or information that may affect reputation and relationship.
10
Sources and possible connections
Project Pulse, Meeting Notes, dashboards, CRM, contracts, project management tools and email. You can receive data from Dashboard Builder Passing the text through Brand Guard.
11
How do we measure if it adds value?
- Time for preparation and approval.
- Corrections of dates, names or commitments.
- Updates sent within cadence.
- Customer decisions followed up.
- Reducing repeated questions about status.
- Coherence between project, report and communication.
- Incidences for internal information or wrong versions.
12
For whom does it make sense?
It can fit if
- There are recurring follow-ups.
- The project maintains a validated status.
- Those responsible spend too much time gathering information.
- It is necessary to differentiate between the internal public and the client.
- There is a person who retains relational authority.
It’s not the first step yet.
- The project has no reliable source of status.
- The relationship is in a sensitive situation that needs direct management.
- There is no minimally documented contract or scope.
- You want to avoid difficult conversations with automation.
DUBTE BACK
You don’t have to know which agent you need.
Let’s start with a repeated task, the sources available and the result you want to review. In a free video call we can assess if you need an agent, a service or simply better order the process.
Video call · free · no obligationBook a free video call ↗A short conversation to understand your starting point and bring clarity.
13
Knowledge Foundation and adoption
The base includes client, interlocutor, project, contract, scope, tone, cadence, data and decisions. The agent accesses only the information necessary for that relationship.
The onboarding focuses on reviewing commitments, maintaining internal/external differentiation and recording the version actually submitted.
14
Frequently Asked Questions
Send emails automatically?
You can prepare them and, when the circuit is tested, send low-risk updates with approval or expressly defined rules.
Can you prepare follow-up presentations?
Yeah. It can combine status, data and decisions in the agreed format.
Is it the same as Project Pulse?
No. Project Pulse builds the internal reading of the project; Client Update transforms it into proper external communication.
Can it be adapted to each client?
Yeah. Cadence, tone, level of detail and commitments are part of the relationship chart.
What if the state is not reliable?
The agent stops and asks for validation. It does not fill a void with plausible narration.
How much does it cost and how long does it take?
It depends on the sources, formats, number of customers and integrations. The pilot begins with a representative relationship and cadence.
15
Closure and conversion
What update still needs to rebuild the project before explaining it?
Share with us a current follow-up, sources and approval process. We will prepare a first version that differentiates information, decision and commitment.
Direct contact hello@karmina.ai
The team
People who connect knowledge and practice
Ignasi Llorente
AI Partnerships & Business Director
Martina Díaz
AI Finance & Business Intelligence Director
Daniel Mallén
AI Operations & Workflow Lead
Eva Trigo
Generative Creative Director
Ariadna Miranda
AI Administration & Knowledge Operations Lead
Claudia Gonzalez
AI Client Success Manager
Jonan Basterra
AI Social Strategy Director
Laura Sabio
Agentic Social Media Lead
Agustina Córdoba
Content AI Specialist
Alba Gómez
Social Listening Specialist
Paola Cudeiro
AI Client Success Specialist
Roger López
AI Project & Workflow Specialist
Mar Berzal
AI Content Strategy Lead
Andrea Gallego
Community Intelligence Specialist
Candela de la Fuente
Content AI Specialist
Blanca Gómez
AI Community Operations Specialist
Cintia Armajach
Content AI SpecialistLet’s talk
Let's talk about Client Update
Tell us about your situation, even if the challenge is not fully defined. A member of our team will respond to understand the process and discuss a first step.
hello@karmina.ai