Skip to content
Log inGet started
Turn reviewed work into a clear update

Prepare the client update from records already approved.

Bring selected progress, evidence and open items into a controlled report or message without exposing every internal conversation.

Project managersClient coordinatorsBusiness owners
Start nowAll agentic stacks
An Indian project manager reviewing selected progress with a client at a project site.
Human-reviewed AI
ProgressReviewed records selected
AccessAudience controlled
DeliveryReady for approval
Predictable work prepared. Accountable action confirmed.
When the client asks for progress

“What changed this week, and what still needs our decision?”

The answer should not require rebuilding the story from chats, folders and memory. NIYAM prepares selected progress, evidence and open items from records already reviewed.

What the team is checking
Approved DPRsSite photosOpen itemsDecisions
Ready for the teamA client update ready to approve

Clients receive a consistent project story while internal records, permissions and review boundaries stay intact.

How the stack works

From reviewed site records to a clear client update.

NIYAM carries the selected reporting period, evidence and audience through preparation so the responsible person sees exactly what will be shared.

  1. 01

    Select the context

    Choose the project, reporting period, sections and evidence appropriate for the client.

  2. 02

    Prepare the update

    Assemble a preview from reviewed project records and draft the accompanying message.

  3. 03

    Check access

    Show recipients, link access, expiry and download settings before sharing.

  4. 04

    Share after approval

    Generate or send only after the responsible person confirms the exact audience and content.

What it handles

Share the project story without sharing the whole workspace.

Review the report, audience and access controls independently before anything reaches a client.

Delivery briefingAvailable

Surface reports waiting to be shared, client invites and unresolved comments.

Report preparationHuman confirmed

Preview the exact date range, sections, template and summary setting before generation.

Controlled linksHuman confirmed

Prepare a recipient-aware share link with expiry and download controls.

Comment responsesHuman confirmed

Review client comments and confirm replies or resolution without exposing private workspace content.

The responsible boundary

Prepared by AI. Decided by the authorised person.

NIYAM keeps permissions, source context and explicit confirmation inside the workflow—not as an explanation added afterwards.

  • The exact report scope and audience are visible before sharing.
  • Protected link secrets are not exposed in summaries or logs.
  • Client replies and resolved comments require a person’s confirmation.
Connected stacks

Keep the next handoff in the same operating system.

Move to the related job without rebuilding the project context.

Daily OperationsRun the project day
Project SetupTurn details into a working project
Cash & CollectionsConnect approved work to cash
Start with one workflow

Make client updates easier to run and easier to review.

Set up one project, connect the working records and give the team a clear review boundary.

Get NIYAM