| name | client-update |
| description | Send professional client updates with deliverables via email and WhatsApp notification. Use when user wants to share work, send assets, or give a client an update on progress. |
| triggers | ["client update","send to client","share with client","update client","send to cynthia","client delivery"] |
| version | 1.0.0 |
Client Update Skill
Standardized workflow for sending professional client updates with deliverables.
When This Skill Activates
- User says "send this to the client"
- User wants to share deliverables or assets
- User requests a client update
- User mentions sending work to Cynthia or other clients
Workflow Steps
1. Identify Client & Project
Check Core Memory for client contact information:
Client: Cynthia DeBriey
Email: cynthia.debriey@gmail.com
WhatsApp: +507 6380-7634 (50763807634@c.us)
Project: FloreSer / Philips Day
2. Prepare Deliverables
mkdir -p ~/projects/01-ACTIVE/[PROJECT]/client/deliverables/YYYY-MM-DD_description/
zip -r deliverable.zip [files]
cp deliverable.zip ~/projects/01-ACTIVE/[PROJECT]/client/assets-shared/
3. Compose Email
Structure:
- Greeting: Friendly, professional
- Summary: What was done (1-2 sentences)
- Context: Why this matters
- Contents: What's in the attachment
- Status: Where we are (done/in progress/needs feedback)
- Ask: What you need from them
- Sign-off: Warm closing
4. Send Email (Gmail)
mcp__gmail__send_email(
to=["client@email.com"],
subject="[Project] - Deliverable Description",
body="...",
attachments=["path/to/file.zip"]
)
5. Send WhatsApp Notification
mcp__periskope-whatsapp__periskope_send_message(
phone="[number]@c.us",
message="Quick note - just sent you an email with [description]. Check your inbox!"
)
6. Log Communication
Update the project's client/CLIENT-WORKFLOW.md communication log table.
7. Save to Core Memory
Ingest the communication for future reference.
Project-Specific Configs
FloreSer / Philips Day
Error Handling
- Gmail auth error: Alert user to re-authenticate, offer to draft email instead
- WhatsApp error: Provide manual message to copy
- Large files (>25MB): Suggest Google Drive link or split files
Example Usage
User: "Send these assets to the client"
Claude:
- Zips assets
- Copies to client/assets-shared/
- Sends email with summary
- Sends WhatsApp notification
- Updates communication log
- Confirms completion