Daily

Get follow-up drafts for due deals in Slack

Each morning Slack gives you a ready-to-send follow-up message for every deal due a follow-up today.

Runs: Daily
Apps: Slack, Zoho CRM
AI: Yes, uses the built-in AI allowance
Access: deals read; chat:write

Send this to your assistant

Create a ClickRuntime automation: every weekday at 8:30, find Zoho CRM deals with a follow-up date of today and post a personalised follow-up draft for each in #sales.

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

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

Why use it

Why teams use this automation

A rep sets follow-up dates on deals in Zoho CRM, then spends the first hour of the day working out what to say to each one. Some follow-ups are rushed and generic; others are pushed to tomorrow and forgotten.

Every morning a draft arrives in Slack for each deal due a follow-up, written from the deal's stage and notes. The rep copies, adjusts and sends, and the first hour of the day goes on conversations instead of blank emails.

What you get out of it

Follow-ups happen on the day you planned
Drafts for today's deals arrive in the morning, ready to use.
Specific, not generic
Each draft refers to the deal's stage and recent notes, not a template.
Fits your morning routine
Drafts land in Slack where the team already starts its day.
You decide what's sent
Nothing is emailed automatically; every draft passes through your hands.

How it works

What happens, step by step

Every weekday morning, ClickRuntime asks Zoho CRM for deals with a follow-up due today.
AI writes a short, personal follow-up for each, using the deal's stage and latest notes.
The drafts are posted in your Slack sales channel, one per deal.
Deals with nothing due today are left out, so the post stays short.

Before it runs live

Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
Connect Zoho CRM

What you get

RunsDaily

Get follow-up drafts for due deals in Slacktoday, 9:00Succeeded

Slack · #salesNorthwind Logistics (Negotiation): Hi Jamie, thanks for sending over the volumes. I've adjusted the quote to reflect the annual commitment...

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 Google Sheets
Combine it with other Slack and Zoho CRM 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_personalised_deal_follow_up_drafts_in_slack.pyexample

from datetime import date
from clickruntime import on_trigger, credentials, http, ai, notify

ZOHO = "https://www.zohoapis.com/crm/v6"

@on_trigger
def run(event):
    zh = {"Authorization": f"Zoho-oauthtoken {credentials.connection('zoho', 'work')}"}
    query = ("select Deal_Name, Stage, Amount, Description, Contact_Name from Deals "
             f"where Follow_Up_Date = '{date.today().isoformat()}' limit 50")
    deals = http.post(f"{ZOHO}/coql", headers=zh, json={"select_query": query}).json().get("data", [])
    for d in deals:
        draft = ai.generate(f"Write a short, friendly follow-up email for deal '{d['Deal_Name']}' at stage {d['Stage']}. "
                            f"Notes: {(d.get('Description') or '')[:800]}", max_output_tokens=250).text
        notify.slack(f"*{d['Deal_Name']}* ({d['Stage']})\n{draft}", channel="#sales")
    return {"drafts": len(deals)}

FAQ

Common questions

Which deals are included?

Open deals whose follow-up date field in Zoho is today. If you use a different field, name it in the prompt.

Can drafts go to each rep privately?

Yes. Ask for each draft to be sent to the deal owner as a direct message instead of a shared channel.

How long is each draft?

Three to five sentences, written as an email you could send with light edits.

What permissions does it need?

deals read; chat:write. 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.

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