Collects as they arrive, acts daily

Get an evening summary of contact notes

Each evening the day's notes are summarised and the urgent ones are flagged at the top.

Runs: Collects as they arrive, acts daily
Apps: ActiveCampaign
AI: Yes, uses the built-in AI allowance
Access: API key

Send this to your assistant

Create a ClickRuntime automation: collect today's ActiveCampaign contact notes and at 6pm email me a short summary, with anything urgent listed first.

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

Add to ChatGPT Add to Claude

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

Why use it

Why teams use this automation

A sales or account team using ActiveCampaign writes notes on contacts all day: call summaries, objections, a line from an email thread. Most are routine, but now and then one says the customer is unhappy, wants a refund or is about to cancel. That note sits between dozens of others, and nobody has time to open every contact record to find it. The warning is written down, yet no one acts on it.

Each note is stored as it arrives. At 18:00 the day's notes go through ClickRuntime's built-in AI, which writes a short summary and gives each note an urgency level. You receive one email that puts the urgent contacts at the top with the reason, and the list then starts fresh for the next day.

It suits small teams where several people add notes to the same contacts and no one owns reading them all, such as agencies, onboarding teams and customer success groups.

What you get out of it

Cancellation warnings reach someone same day
A note that says a customer plans to leave gets flagged before the end of the working day. You can call that evening or first thing tomorrow, while the relationship can still be saved.
No one reads every note by hand
The AI reads the whole day's notes and ranks them, so a manager looks at five flagged contacts instead of opening forty records. The time goes to the conversations that need it.
Context from colleagues is not lost
When one person records an objection on a contact and another handles the next call, the summary email makes sure the second person knows what was said, even if they never opened the record.
Priorities stay consistent between people
Different team members judge urgency differently. A single AI pass applies the same standard to every note, so a complaint is treated the same whoever typed it and whichever contact it landed on.
A daily digest you can search later
Because the summaries arrive by email, you end up with a dated trail of what customers raised and how serious it was. That helps in account reviews and when a dispute needs a timeline.
Revenue at risk becomes visible
Seeing urgent notes next to the contact names makes it easy to tell which accounts are worth a call today. Retention effort goes to the accounts where a lost customer would cost the most.

How it works

What happens, step by step

Each time someone writes a note on an ActiveCampaign contact, ClickRuntime saves the note with the contact's email.
At 6pm AI reads all of the day's notes and writes a short summary, with anything urgent listed first and marked URGENT.
The summary is emailed to you with the number of notes in the subject line.
The saved notes are then cleared, so tomorrow starts fresh. On a day with no notes, no email is sent.

Before it runs live

Connect ActiveCampaign
Paste your automation's link into the other app's webhook settings

What you get

RunsCollects as they arrive, acts daily

Get an evening summary of contact notestoday, 9:00Succeeded

Email · Today's contact notes (11)URGENT: Acme says their invoice is blocking renewal. Others: two demo requests, one pricing question.

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

Act only on the items that match your own rules, and skip the rest
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 ActiveCampaign 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_reply_triage_for_contact_notes.pyexample

from clickruntime import on_event, on_trigger, state, ai, notify

@on_event
def collect(event):
    f = event.json
    notes = state.get("notes") or []
    notes.append(f"{f.get('contact[email]')}: {f.get('note', '')[:500]}")
    state.set("notes", notes)
    return {"stored": len(notes)}

@on_trigger
def summarise(event):
    notes = state.get("notes") or []
    if not notes:
        return {"emailed": False}
    summary = ai.generate("Summarise these contact notes in a few lines. List anything urgent first, "
                          "marked URGENT.\n\n" + "\n".join(notes), max_output_tokens=500).text
    notify.email_me(f"Today's contact notes ({len(notes)})", summary)
    state.delete("notes")
    return {"emailed": len(notes)}

FAQ

Common questions

Does the AI see the full contact record or only the note?

It works from the note text that was stored when the note arrived, together with the contact it belongs to. It does not need access to the rest of the ActiveCampaign account, which keeps the summary focused on what the note says.

What happens to notes added after 18:00?

They are stored and included in the next day's run, because the list is cleared only after the digest email is sent. Nothing is skipped or counted twice, so a late note shows up the following evening.

Can the summary go to a different person per contact owner?

Yes. If your contacts have owners, the digest can be split so each owner gets only their contacts' notes. Tell your AI assistant how you want it grouped and you will see the revised steps before they run.

What permissions does it need?

API key. 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 checks. Checks that find nothing new 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.

Collects as they arrive, acts daily