Get a monthly strategy brief for your key accounts

import base64
from email.message import EmailMessage
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, ai

ME = "me@northwind.example"
PRODUCTS = ["Core Platform", "Analytics", "Integrations", "Premium Support", "Training"]
API = "https://yourcompany.my.salesforce.com/services/data/v61.0"

def send(subject, body):
    msg = EmailMessage()
    msg["To"], msg["Subject"] = ME, subject
    msg.set_content(body)
    gmail = build("gmail", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
    gmail.users().messages().send(userId="me", body={"raw": base64.urlsafe_b64encode(msg.as_bytes()).decode()}).execute()

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('salesforce', 'work')}"}
    accounts = http.get(f"{API}/query", headers=headers, params={"q": "SELECT Name, Industry, AnnualRevenue, "
                        "(SELECT Name, StageName, Amount, Competitor__c FROM Opportunities ORDER BY CreatedDate DESC LIMIT 10) "
                        "FROM Account WHERE Tier__c = 'Tier 1' ORDER BY AnnualRevenue DESC LIMIT 10"}).json()["records"]
    facts = [f"{a['Name']} ({a['Industry']}, revenue {a['AnnualRevenue']}): deals " + "; ".join(
             f"{o['Name']} {o['StageName']} {o['Amount']} competitor {o['Competitor__c'] or '-'}"
             for o in (a.get("Opportunities") or {}).get("records", [])) for a in accounts]
    brief = ai.generate(f"Our products: {', '.join(PRODUCTS)}. For each account below, list upsell gaps and competitor risks "
                        "in 3 short bullets, then one suggested next move.\n\n" + "\n".join(facts), max_output_tokens=2000).text
    send(f"Key account brief: {len(accounts)} accounts", brief)
    return {"accounts": len(accounts)}