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Weekly

Turn your weekly sales sheet into Asana tasks

Every Monday the top five actions from your sales or stock sheet are created as Asana tasks assigned to you, with a summary email.

Runs
Weekly
Apps
Asana, Google Sheets
AI
Yes, uses the built-in AI allowance
Access
Sheets read; Asana write

Send this to your assistant

Create a ClickRuntime automation: every Monday, read my sales sheet, list the top 5 actions I should take this week, create them as Asana tasks assigned to me, and email me the summary.

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

The owner of an online homeware shop tracks weekly sales and stock levels in a Google Sheet. Monday is meant to be planning day, but she spends the morning staring at numbers trying to decide what matters: which products to reorder, which ones to discount, which supplier to chase. By the time she decides, half the day has gone.

This automation reads the sheet every Monday, picks the five actions most worth taking that week and puts them in Asana as tasks for her, so the week starts with a plan instead of a spreadsheet.

What you get out of it

  • Monday starts with a plan

    Five clear actions are waiting in Asana before the day begins. You spend the morning doing them instead of deciding what they are. The week has a direction from the first hour.

  • Decisions backed by the figures

    Each task explains which numbers led to it, such as a product's sales doubling or stock falling below two weeks of cover. You can check the reasoning quickly. Nothing is a guess.

  • Focus on the few things that matter

    Limiting the list to five keeps it doable. Small issues are not turned into a long to-do list. The most valuable actions come first.

  • Tasks fit into your normal week

    The actions arrive in Asana with due dates, alongside everything else you do. They can be moved, delegated or ticked off. Nothing new to learn.

  • A summary to share

    The email gives a short overview of the week's figures and the chosen actions. It can be forwarded to a business partner or bookkeeper. Everyone works from the same view.

How it works

What happens, step by step

  1. Every Monday morning, ClickRuntime reads the latest rows from your sales sheet.

  2. AI reviews the figures and picks the five actions most worth taking this week.

  3. Each action is created as an Asana task assigned to you, with the figures behind it.

  4. You get an email summarising the week and the five tasks.

Before it runs live

  • Connect Asana
  • Connect your Google Sheets account and pick the spreadsheets it may use

What you get

RunsWeekly
Turn your weekly sales sheet into Asana taskstoday, 9:00Succeeded
Asana · Weekly actionsReorder linen throws from Contoso Textiles: 9 left, selling 6 a 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 Asana and Google Sheets 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_recommendations_from_sheet_data_turned_into_asana_tasks.pyexample
from datetime import date, timedelta
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, notify, ai

SHEET_ID = "your-spreadsheet-id"
PROJECT_ID = "your-asana-project-id"
SCHEMA = {"type": "object", "properties": {"summary": {"type": "string"}, "actions": {"type": "array", "items": {"type": "object",
          "properties": {"title": {"type": "string"}, "why": {"type": "string"}}, "required": ["title", "why"]}}}, "required": ["summary", "actions"]}

@on_trigger
def run(event):
    sheets = build("sheets", "v4", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
    rows = sheets.spreadsheets().values().get(spreadsheetId=SHEET_ID, range="Sales!A1:H").execute().get("values", [])
    table = "\n".join(",".join(r) for r in rows[:1] + rows[-400:])
    plan = ai.generate(["From these sales and stock figures, give a two-sentence summary and the 5 most valuable actions for this week, each with the figures behind it.",
                        table], json_schema=SCHEMA, max_output_tokens=900).json
    due = (date.today() + timedelta(days=4)).isoformat()
    for a in plan["actions"][:5]:
        http.post("https://app.asana.com/api/1.0/tasks", headers={"Authorization": f"Bearer {credentials.secret('ASANA_TOKEN')}"},
                  json={"data": {"name": a["title"], "notes": a["why"], "assignee": "me", "due_on": due, "projects": [PROJECT_ID]}})
    notify.email_me("This week's top 5 actions", plan["summary"] + "\n\n" + "\n".join(f"- {a['title']}" for a in plan["actions"][:5]))
    return {"tasks": len(plan["actions"][:5])}

FAQ

Common questions

What data does my sheet need?
Weekly sales by product, and stock levels if you track them, are enough to start. Columns such as cost, margin or supplier make the suggestions more specific.
Can the tasks be assigned to someone else?
Yes. Tasks can be assigned to any member of your Asana workspace, or split between people by type, such as stock actions to whoever handles ordering.
What if I disagree with a suggested action?
Close or delete the task in Asana as you would any other. The next Monday's list is worked out again from the latest figures.
What permissions does it need?
Sheets read; Asana 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 (weekly). 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 “Turn your weekly sales sheet into Asana tasks” from your assistant

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