How Can AI Make Client Updates Feel Custom?

AI can make client updates feel custom by turning the details of the work into a client-specific explanation, supported by screenshots or screen recordings. For a service business owner, the starting point is simple: tell the AI what you did, give it the right material, and review the update before it goes out.

On The Friday Flush, Eric Yim, co-founder of Protocol, described using AI to put together updates and demos: “You can essentially tell your AI what you did.” He also discussed using screen recordings, your voice, and custom landing pages with screenshots of changes.

The useful part is that the client gets to see the actual work and hear an explanation that fits it. Here's how to apply that idea to your own client updates.

Start with the work you can show

A custom update needs specific information. Before asking AI to write anything, collect a short account of what changed and something that shows it.

For example, if you're updating a client about changes to a service page, you could supply the previous screenshot, the current screenshot, and a note explaining the edits. That's a suggested workflow, not a project described in the podcast.

Include anything still waiting on approval or further work. Otherwise, a polished summary can make an unfinished change sound complete.

Choose a format that helps the client understand

A short written update may be enough for a small change. When the client needs to see where something changed or how it works, a screen recording can be easier to follow.

Eric also described a custom landing page containing screenshots of changes. That's a dedicated web page where a client can review the update. Consider that format when several visuals need context or when the client will want to return to the explanation later.

AI can help assemble the explanation, but the tools you use determine whether recordings, voice, and page creation can happen in the same workflow. Don't assume a writing tool can access your screens or publish a page on its own.

Give AI a clear brief and your own words

Try a prompt like this:

Use these notes and screenshots to draft an update for this client. Explain what changed in plain language. Use my wording where it fits. Separate completed work from anything still pending. Don't add results, promises, or details that aren't in the notes.

Add a short voice note if speaking is easier than writing. You can also supply a previous update as a style reference, while keeping its client details out of the new draft.

If you use an AI-generated version of someone's voice, get their permission and review the audio. Make clear when narration is AI-generated rather than a personal recording.

Check the update before sending it

Compare the draft against the work. Do the screenshots belong to the right client? Does the narration describe what's visible? Does it distinguish a completed change from a result you haven't measured?

Keep private information out of screenshots and limit access to client-specific pages. Then remove any sentence that could apply to every client without changing a word.

Protocol Text is a marketing services business based in Lincoln, Nebraska. To discuss client updates for your service business, visit Protocol Text or call 402-366-7249.