Weekly Project Review
Automate comprehensive weekly project summaries by synthesizing WhatsApp, email, and meeting transcript data into a living dashboard and detailed activity log.
Your weekly project review means manually pulling updates from WhatsApp threads, email chains, and meeting notes — assembling a coherent summary takes half a day. This playbook automatically synthesizes communication data across channels into a living dashboard and detailed activity log.
Who it's for: project managers compiling weekly status reports from scattered communication channels, program managers tracking multiple project streams that communicate via different platforms, team leads who need to synthesize WhatsApp group updates into formal project reports, operations managers maintaining project dashboards that pull from email and meeting data, remote team coordinators centralizing async updates from distributed teams
Example
"Generate my weekly project review from WhatsApp, email, and meeting notes" → Review pipeline: multi-source data extraction from WhatsApp exports, email threads, and meeting transcripts, activity categorization by project, milestone, and team member, progress summary with completed items, blockers, and upcoming deliverables, living dashboard update with visual status indicators, and formatted weekly report ready for stakeholder distribution
CLAUDE.md Template
New here? 3-minute setup guide → | Already set up? Copy the template below.
# Weekly Project Review
## Your Role
You generate comprehensive weekly project summaries by synthesizing data from multiple sources into a living Google Docs dashboard and detailed weekly activity log.
## Required
- Google Docs MCP
- Project .claude/CLAUDE.md with: project name, Google Doc ID, team roster, data source configuration
## Optional Sources
- WhatsApp MCP — group messages
- Gmail MCP — team email threadsGet new playbooks like this one
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What This Does
Synthesizes data from WhatsApp messages, Gmail threads, and meeting transcripts into two outputs: a living project status dashboard and a detailed weekly activity log — both maintained in Google Docs with automated formatting and batch API operations.
Prerequisites
- Google Docs MCP (required)
- Optional: WhatsApp MCP, Gmail MCP, Granola/Zoom transcripts
- Project
.claude/CLAUDE.mdwith project metadata
Quick Start
Step 1: Configure Your Project
Ensure your project has a .claude/CLAUDE.md with:
## Project Info
- Name: [Project Name]
- Google Doc ID: [doc ID]
- Team: [member names and emails]
- WhatsApp Groups: [group names]
- Transcript Folder: [path to transcripts]
Step 2: Set Up Google Doc Markers
Add these markers to your Google Doc (Tab 1):
=== PROJECT STATUS DASHBOARD ===
[dashboard content goes here]
=== DASHBOARD END ===
=== WEEKLY SUMMARIES START ===
[weekly logs go here]
Step 3: Download the Template and Run
claude
Then: "Run weekly review"
Two Outputs
Living Dashboard
Updated in-place (not appended):
- Project overview
- Strategic objectives with progress indicators
- Team member action items
- Critical success factors with status
- Funding pipeline
Weekly Activity Log
Prepended each week (reverse-chronological):
- Date range header
- Thematic activity synthesis across all sources
- Detailed meeting records with full summaries
Data Sources
| Source | What It Captures |
|---|---|
| Group messages within date range | |
| Gmail | Team threads filtered by roster and keywords |
| Transcripts | Granola JSON, Zoom VTT, or manual markdown |
Missing sources trigger skip notifications, not errors.
Content Screening
Automatically omits sensitive material:
- Compensation discussions
- Hiring decisions
- Personnel-specific funding details
- Performance evaluations
Flagged for PI/lead review instead.
Detail Scaling
| Meeting Type | Coverage |
|---|---|
| Brief check-in | 0.5-1 page |
| Standard meeting | 1-3 pages |
| Extended strategy session | 2-4 pages |
Arguments
| Flag | Effect |
|---|---|
nosave |
Don't save intermediate files |
tab1only |
Dashboard update only |
tab2only |
Weekly log only |
days:N |
Override date range |
since:YYYY-MM-DD |
Start from specific date |
skipwhatsapp |
Skip WhatsApp source |
skipemail |
Skip Gmail source |
skiparchive |
Don't archive processed transcripts |
Tips
- Dashboard preserves baseline — only modifies sections with new information
- Batch API operations — reduces 19-29 calls to 1-3 for speed
- ASCII emoji placeholders — uses [RED], [GREEN], [YELLOW] to avoid Unicode issues in Google Docs API
- Quantitative claims verified — cross-references numbers against prior summaries
Troubleshooting
"Markers not found" Add the three boundary markers to your Google Doc (see setup)
WhatsApp messages not found Check that group names in CLAUDE.md match exactly
Dashboard overwrites content Make sure all three markers are intact — the DASHBOARD END marker prevents corruption
API rate limiting
The batch operation model minimizes this — if it persists, use tab1only or tab2only