Generating client updates

From any workspace, click Generate client update → in the right sidebar. The generator opens with your workspace context already loaded — you'll see a confirmation at the top showing what the AI will use: engagement focus, objectives, meeting notes, action items, and decisions.

At the top of the generator, set the From and To dates for the period this update covers. It defaults to the last 7 days, but you can set any range — useful for bi-client updates, catch-up updates after a gap, or the first update on a new engagement.

The AI uses the period to frame the update correctly. A 3-week range produces a different update than a 7-day one.

If you've added stakeholders to the workspace, they appear as selectable options above the generate button. Select everyone who should receive this update — the AI uses this to frame the update appropriately for its audience.

You can add and manage stakeholders from the workspace page. Use ✦ Suggest from notes to let the AI scan your workspace for names that appear in your notes and suggest them as stakeholders.

Below the period picker is a free-text field for anything specific that happened during this period that isn't already captured in the workspace. Leave it blank and the AI works entirely from existing context. Add notes here for anything you want to make sure is included — a key conversation, a shift in direction, or a win worth highlighting.

Click Generate client update →. The AI reads your full workspace context and drafts a structured update with a brief status overview, a This Period section covering what was accomplished, a Next Steps section, and an On My Radar section for anything needing attention (only included when relevant).

Everything is editable. The subject line pre-fills with the client name and date range — edit it before copying if needed. The update body is a fully editable text area. Adjust tone, add specifics, remove anything that doesn't fit. The AI gives you a strong starting point, not a final draft.

Fractional Workspace doesn't send the update for you — different clients prefer different channels. Use the copy buttons:

• Copy update — copies the body text only
• Copy subject + update — copies both together, useful for pasting into Slack or a Google Doc where you want the subject as a header
• Copy next to the subject line — copies just the subject

Paste wherever the client expects it — email, Slack, a shared Google Doc, wherever your working relationship lives.

After sending, click ✓ Mark as sent. A brief form appears to capture:

• Sent to — checkboxes for your workspace stakeholders
• Also sent to — free text for anyone else
• How sent — Email, Slack, Google Doc, In person, or Other
• Date sent — defaults to today, editable

Confirming sets the next update date on the workspace to 7 days from the sent date and logs the full send record to the update history.

Every generated update is saved automatically as a draft when it's created. Past updates appear in an Update History section below the generator, showing whether each was sent or is still a draft and when.

Expand any past update to read the full content or copy it. Use Load this update to bring a past update back into the editor — useful for making minor edits to a sent update or building on a previous draft.

The update generator pulls from everything in the workspace:

• Engagement focus — the summary of what the engagement is about
• Objectives — what this engagement is trying to achieve
• Action items — both open and recently completed, with due dates
• Decision log — recent decisions made during the engagement
• Meeting notes — the most recent entries
• Engagement notes — your running observations and context
• The selected update period and audience
• Any notes you add specifically for this update

The more current your workspace, the better the generated update. Teams that keep meeting notes and the decision log up to date report that updates take under 5 minutes from open to sent.