client-update

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: [e-mail]
WhatsApp: [phone] ([e-mail])
Project: FloreSer / Philips Day

2. Prepare Deliverables

# Create dated deliverable folder
mkdir -p ~/projects/01-ACTIVE/[PROJECT]/client/deliverables/YYYY-MM-DD_description/

# Zip files if needed
zip -r deliverable.zip [files]

# Copy to assets-shared for tracking
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=["[e-mail]"],
    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

• Client folder: ~/projects/01-ACTIVE/FloreSer/client/
• Contact: Cynthia DeBriey
• Email: [e-mail]
• WhatsApp: [e-mail]

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:

1. Zips assets
2. Copies to client/assets-shared/
3. Sends email with summary
4. Sends WhatsApp notification
5. Updates communication log
6. Confirms completion