Automation and Advanced Integration: Scripts That Save 5-10 Hours Weekly
Manual AI interaction is powerful. Automated AI interaction is transformational.
When you automate repetitive tasks—status reports, data extraction, document generation—you don't just save time on individual tasks. You eliminate entire categories of work from your to-do list.
This chapter shows you how.
The Automation Mindset
Ask yourself: "What do I do every week that follows a predictable pattern?"
Common answers for project managers:
- Generate weekly status reports
- Update project documentation
- Process meeting notes into action items
- Create stakeholder communications
- Compile progress metrics
Each of these can be automated.
Python Scripts for PM Automation
Prerequisites
- Python 3.8 or higher installed
- Anthropic API key
- Basic Python familiarity (or willingness to learn)
The Anthropic SDK
Install the SDK:
pip install anthropic
Basic Script Template
import anthropic
client = anthropic.Anthropic()
def ask_claude(prompt, context=""):
message = client.messages.create(
model="claude-sonnet-4-20250514",
max_tokens=4096,
messages=[
{"role": "user", "content": f"{context}\n\n{prompt}"}
]
)
return message.content[0].text
# Example: Generate status report
weekly_notes = open("notes/this-week.md").read()
context = open("project-context.md").read()
report = ask_claude(
prompt="Generate a weekly status report in standard format.",
context=f"Project Context:\n{context}\n\nThis Week's Notes:\n{weekly_notes}"
)
with open("reports/weekly-status.md", "w") as f:
f.write(report)
print("Status report generated!")
Status Report Automation
Complete script for automated weekly reporting:
import anthropic
from datetime import datetime
import os
client = anthropic.Anthropic()
def generate_status_report():
# Load project context
with open("project-context.md") as f:
context = f.read()
# Load this week's notes
with open("notes/weekly-capture.md") as f:
notes = f.read()
prompt = """Generate a weekly status report with these sections:
1. Executive Summary (3-4 sentences)
2. Status: [Green/Yellow/Red] with explanation
3. Key Accomplishments (bullets)
4. Upcoming Priorities (bullets)
5. Risks/Issues Requiring Attention
6. Decisions Needed
Format for executive review. Be concise."""
message = client.messages.create(
model="claude-sonnet-4-20250514",
max_tokens=2048,
messages=[{
"role": "user",
"content": f"Project Context:\n{context}\n\nThis Week's Notes:\n{notes}\n\n{prompt}"
}]
)
report = message.content[0].text
# Save with timestamp
date_str = datetime.now().strftime("%Y-%m-%d")
filename = f"reports/status-{date_str}.md"
with open(filename, "w") as f:
f.write(report)
return filename
if __name__ == "__main__":
output = generate_status_report()
print(f"Report generated: {output}")
Meeting Notes Processing
import anthropic
client = anthropic.Anthropic()
def process_meeting_notes(meeting_file):
with open(meeting_file) as f:
raw_notes = f.read()
prompt = """Process these meeting notes and create:
1. **Summary** (2-3 sentences)
2. **Key Decisions** (bulleted list with who decided)
3. **Action Items** formatted as:
- [ ] [Task] - Owner: [Name] - Due: [Date]
4. **Parking Lot** (items for later discussion)
Extract everything accurately from the notes."""
message = client.messages.create(
model="claude-sonnet-4-20250514",
max_tokens=2048,
messages=[{
"role": "user",
"content": f"Meeting Notes:\n{raw_notes}\n\n{prompt}"
}]
)
return message.content[0].text
# Process and save
processed = process_meeting_notes("meetings/steering-committee-raw.md")
with open("meetings/steering-committee-processed.md", "w") as f:
f.write(processed)
MCP: Model Context Protocol
MCP (Model Context Protocol) enables Claude to directly access external systems—including Google Drive, databases, and APIs.
What MCP Enables
Without MCP:
- You download a file from Google Drive
- You upload it to Claude
- You get output
- You manually save it
With MCP:
- Claude reads directly from Google Drive
- Claude writes output directly to Google Drive
- No manual file handling
Setting Up MCP for Google Drive
Step 1: Install MCP Google Drive Server
npm install -g @anthropic-ai/mcp-server-gdrive
Step 2: Configure Authentication
Follow the Google Drive API setup to create credentials. This requires:
- Google Cloud Console project
- OAuth 2.0 credentials
- API enablement
Step 3: Configure Claude
Add to your Claude configuration:
{
"mcp_servers": {
"gdrive": {
"command": "mcp-server-gdrive",
"env": {
"GOOGLE_APPLICATION_CREDENTIALS": "/path/to/credentials.json"
}
}
}
}
Step 4: Use in Claude
Now Claude can:
- Read files from Google Drive
- Write files to Google Drive
- Search for documents
- Access shared folders
MCP Workflow Example
You: "Read the latest status report from the Project Alpha folder in Google Drive and summarize key risks."
Claude: [Uses MCP to access Google Drive, reads the document, provides summary]
You: "Update that document with the risk mitigation plans we discussed and save a new version."
Claude: [Reads current version, adds content, writes new version to Drive]
Custom Skills
Skills are pre-configured Claude capabilities you can invoke on command.
Creating a PM Skill Library
Status Report Specialist:
# Skill: Status Report Writer
When invoked, this skill:
1. Asks for the reporting period
2. Requests raw notes or accepts uploaded files
3. Generates status report in standard format
4. Offers to create executive summary and team versions
5. Suggests improvements based on past reports
Default format:
- Executive Summary
- Green/Yellow/Red Status
- Accomplishments
- Upcoming Work
- Risks and Issues
- Decisions Needed
Always ask clarifying questions before generating.
Meeting Processor:
# Skill: Meeting Processor
When invoked, this skill:
1. Accepts raw meeting notes (typed or transcribed)
2. Extracts and formats:
- Meeting summary
- Decisions made
- Action items with owners and dates
- Parking lot items
3. Generates follow-up email draft
4. Creates action item tracking entries
Output format optimized for direct distribution.
Risk Analyst:
# Skill: Risk Analyst
When invoked, this skill:
1. Reviews provided project information
2. Identifies potential risks not currently tracked
3. For each risk, provides:
- Description
- Probability assessment
- Impact assessment
- Suggested mitigation
- Early warning indicators
4. Prioritizes risks by exposure
5. Suggests risk register updates
Invoking Skills
With skills configured, invoke them:
/status-report
/process-meeting
/risk-analysis
Claude adopts the skill persona and workflow automatically.
Scheduled Automation
Friday Afternoon Automation
Set up automated reports every Friday:
Linux/Mac (cron):
0 16 * * 5 python /path/to/generate_status_report.py
Windows (Task Scheduler): Create scheduled task running your Python script weekly.
Daily Digest
import anthropic
from datetime import datetime
def generate_daily_digest():
# Gather inputs from various sources
inputs = {
"task_updates": read_task_system(),
"emails_flagged": get_flagged_emails(),
"calendar_tomorrow": get_tomorrow_calendar()
}
prompt = """Generate a daily digest including:
1. Task progress summary
2. Emails requiring attention
3. Tomorrow's key meetings and prep needed
4. Suggested priorities for tomorrow"""
# Generate digest
# Send to yourself via email or save to file
Time Savings Analysis
| Automated Task | Manual Time | Automated Time | Weekly Savings | |----------------|-------------|----------------|----------------| | Status report | 90 min | 10 min (review) | 80 min | | Meeting notes (3/week) | 60 min | 15 min | 45 min | | Stakeholder emails (5/week) | 50 min | 15 min | 35 min | | Risk register update | 45 min | 10 min | 35 min | | Daily planning | 75 min | 20 min | 55 min | | Total | 320 min | 70 min | ~4 hours |
With additional automation of custom tasks, savings reach 5-10 hours weekly.
Building Your Automation Library
Start with highest-impact automations:
Week 1: Automate weekly status report generation
Week 2: Add meeting notes processing
Week 3: Implement stakeholder communication templates
Week 4: Connect to file systems via MCP
Ongoing: Add automations as you identify repetitive patterns
From Scripts to Command Center
Individual scripts are powerful. A unified interface that combines them all is transformational.
The next chapter shows you how to build your personal AI command center—a custom application that consolidates all these capabilities into one professional interface.
Ready to Transform Your Project Management Practice?
This article is part of a comprehensive guide to AI-powered project management. Learn how to save 10-15 hours per week, automate repetitive workflows, and build your own private AI command center.