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Daily

Get AI follow-up suggestions for your deals on Telegram

Each morning, deals sitting at Proposal sent get a suggested follow-up message delivered to you on Telegram.

Runs
Daily
Apps
HubSpot, Telegram
AI
Yes, uses the built-in AI allowance
Access
crm.objects.deals.read; Telegram bot

Send this to your assistant

Create a ClickRuntime automation: each morning, look at my HubSpot deals in 'Proposal sent', write a short follow-up for each, and send them to me on Telegram.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

After a proposal goes out, the deal often sits in silence. The salesperson means to check in, but working out what to say to each prospect and when takes more effort than it should, so follow-ups slip by days.

This sends you a short message each morning on Telegram for every deal waiting at Proposal sent, with a follow-up you can copy, adjust and send. You start the day with the nudges already written, on the phone you check first.

What you get out of it

  • Follow-ups written before you start

    Each deal comes with a two or three sentence message you can send as is or tweak.

  • Delivered where you'll see it

    Telegram on your phone, not another dashboard to remember to check.

  • Only the deals that need it

    Deals at the stage you choose are included, and ones you've already been sent recently are skipped for a few days.

  • Each suggestion fits the deal

    AI uses the deal name, amount and how long it's been since the proposal, so the message reads naturally.

How it works

What happens, step by step

  1. Each morning, ClickRuntime finds your HubSpot deals in the Proposal sent stage.

  2. It skips any deal it sent you a suggestion for in the last three days.

  3. AI writes a short follow-up message for each deal using its name, amount and how long it's been waiting.

  4. The suggestions are sent to you in one Telegram message from your bot.

Before it runs live

  • Connect HubSpot
  • Connect Telegram

What you get

RunsDaily
Get AI follow-up suggestions for your deals on Telegramtoday, 9:00Succeeded
Telegram · Sales botNorthwind rollout (24,000): Hi Sam, I wanted to check the proposal reached the right people. Happy to walk your team through the pricing on a quick call this week.

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Run it at a different time, more or less often, or only on weekdays
  • Change what the AI looks for, or how it writes the result
  • Add another app, for example also send it to Slack
  • Combine it with other HubSpot and Telegram steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
ai_follow_up_suggestions_for_deals_on_telegram.pyexample
import time
from clickruntime import on_trigger, credentials, http, ai, state
CHAT_ID = "123456789"
STAGE = "presentationscheduled"
def hs(method, path, **kw):
    r = http.request(method, f"https://api.hubapi.com{path}", headers={"Authorization": f"Bearer {credentials.connection('hubspot', 'work')}"}, **kw)
    return r.raise_for_status() or (r.json() if r.content else {})
def telegram(text, chat_id=CHAT_ID):
    http.post(f"https://api.telegram.org/bot{credentials.secret('TELEGRAM_BOT_TOKEN')}/sendMessage", json={"chat_id": chat_id, "text": text}).raise_for_status()

@on_trigger
def run(event):
    deals = hs("POST", "/crm/v3/objects/deals/search", json={"filterGroups": [{"filters": [{"propertyName": "dealstage", "operator": "EQ", "value": STAGE}]}],
               "properties": ["dealname", "amount", "hs_date_entered_" + STAGE], "limit": 30})["results"]
    sent = state.get("sent") or {}
    now = time.time()
    due = [d for d in deals if now - sent.get(d["id"], 0) > 3 * 86400]
    if not due:
        return {"suggested": 0}
    lines = []
    for d in due:
        p = d["properties"]
        entered = p.get("hs_date_entered_" + STAGE) or ""
        text = ai.generate(f"Write a friendly 2-sentence follow-up to a prospect about our proposal for {p['dealname']} "
                           f"(value {p.get('amount')}, proposal sent {entered[:10]}). No subject line.", max_output_tokens=120).text.strip()
        lines.append(f"{p['dealname']} ({p.get('amount') or 'no amount'}):\n{text}")
        sent[d["id"]] = now
    telegram("Follow-ups for today\n\n" + "\n\n".join(lines))
    state.set("sent", sent)
    return {"suggested": len(due)}

FAQ

Common questions

Which deals are included?
Open deals in the stage you choose, such as Proposal sent. You can include more than one stage or only your own deals.
How often is the same deal suggested?
Once every three days by default, so a deal waiting a while doesn't appear every single morning.
Does it send anything to the customer?
No. Suggestions come to you on Telegram only, and you decide what to send and how.
What permissions does it need?
crm.objects.deals.read; Telegram bot. Nothing else in your accounts is used.
Does it need AI?
Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.
How many runs does it use?
One run each time it runs (daily). Checks that find nothing to do and stop right away aren't counted.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Get AI follow-up suggestions for your deals on Telegram” from your assistant

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