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Live Client Automations

All active AI-powered workflows running across the Shoelace client base

Weekly Client Recap

Every Monday · 7:00 AM

Runs every Monday at 7:00 AM for all active clients. Pulls the prior week's Meta and Google performance from Windsor.ai, calculates WoW deltas, identifies new campaign launches, scans the external Slack channel for outstanding items, and sends a formatted recap to each client's internal Slack channel. Tags all growth partners. Saves a WeeklyReport and ClientContext record to Base44 after each run.

Daily Client Summary

Tue / Wed / Thu · 8:30 AM

Runs Tuesday, Wednesday, and Thursday at 8:30 AM. Pulls rolling 7-day Windsor.ai stats with trend arrows vs the prior 7 days, surfaces the top spending ad from Motion, and generates one specific optimization suggestion per client. Sends a morning snapshot to each client's internal Slack channel. Saves a ClientContext record after each run.

Client Meeting Prep

Triggered manually

Triggered manually by a team member. Shows a three-field context form in chat (general business, Meta, Google), then loads the full client brain from Base44, pulls platform stats from TripleWhale or Windsor.ai depending on the client's source of truth URL, computes WoW or MoM deltas, builds a three-act meeting brief in chat, appends a dated section to the master Google Slides deck in Drive, and saves a MeetingReport and ClientContext record to Base44.

Fire it by typing any of these in the client's Claude Project: "build this week's meeting presentation" · "prep the meeting" · "weekly meeting for [client]" · "build the client deck" — Claude shows the three-field form first, then executes automatically once submitted.

Automated Briefing

Every Monday · 7:00 AM (after recap) · Thu pre-notification 2:00 PM

Runs every Monday at 7:00 AM (after the weekly recap). Pulls Motion creative performance data and Slack signals per client, generates 7 creative brief concepts per client, posts them to Notion as cards in the Claude Generated column, and DMs all growth partners when ready. A Thursday pre-notification fires at 2:00 PM to warn GPs which clients are dropping briefs on Monday.

Supporting Record — Context Load Protocol

Runs at the start of every skill

Not a standalone skill. Every skill calls this at the start of each run. Loads the Client entity, last 20 ClientContext records, and last 20 CreativeBriefs from Base44, then builds a SESSION CONTEXT paragraph before the skill executes. After each skill completes, it writes one ClientContext record back to Base44 so the brain gets smarter over time.

Context Ingestions

Every Friday · 8:00 AM · Runs in background

Every Friday at 8:00 AM, scans all active Shoelace clients and writes fresh ClientContext records to Base44 — so the brief agent always has clean, current intel before it runs.

Three data sources per client

  • •Slack — scans internal + external channels since the last run; flags outstanding approvals, extracts decisions, business health signals, and channel-level performance notes
  • •Google Drive + Gmail — finds call notes, meeting transcripts, and Gemini summaries modified since the last scan; extracts decisions and action items
  • •Windsor.ai — pulls 14-day rolling performance stats vs the prior 14 days for every client with ad accounts connected

Performance metrics pulled natively

  • •MER (using Shopify revenue if connected, otherwise ad platform revenue)
  • •Blended ROAS · Meta ROAS · Google ROAS
  • •CPA — pulled directly from Meta's cost_per_action_type[omni_purchase] and Google's cost_per_conversion
  • •Total spend, split by Meta and Google
  • •Revenue, split by ad platform and Shopify

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