Weekly
Write a weekly AI brief, save it as a PDF in Drive and share it in Slack
Every Monday a written brief from your notes lands in Drive as a PDF, with the link posted in your Slack channel.
- Runs
- Weekly
- Apps
- Google Drive, Slack
- AI
- Yes, uses the built-in AI allowance
- Access
- Drive write; Slack chat:write
Send this to your assistant
Create a ClickRuntime automation: every Monday, write a pricing brief from my notes doc, save it as a PDF in my Drive 'Briefs' folder and post the link to #strategy.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A product lead keeps a running notes doc of competitor price changes, customer comments and deal feedback. Each Monday the leadership team expects a one-page pricing brief, and each Monday she spends the first hour of the week turning scattered notes into something readable, exporting it and pasting a link into Slack.
This automation writes the brief from your notes on a schedule, saves it as a PDF in a Drive folder, and posts the link where the team already looks. You keep the notes during the week; the write-up happens on its own.
What you get out of it
The brief arrives on time every week
The team gets the same document at the same time each Monday, whether or not the author is travelling or buried in meetings. A predictable rhythm makes people read it.
A permanent archive in Drive
Every brief is kept as a dated PDF in one folder. When someone asks what changed in pricing last quarter, the answer is a folder away, not a search through old Slack threads.
Notes stay the single source
You keep writing quick notes as things happen. The brief is drawn from them each week, so nothing has to be copied into a second document by hand.
A PDF that reads the same everywhere
A fixed PDF is easy to forward to people outside Slack, attach to a board pack or print for a meeting, and nobody edits it by accident.
How it works
What happens, step by step
Every Monday morning ClickRuntime reads your notes document in Google Drive.
AI writes a short brief from those notes, following the sections you asked for.
The brief is saved as a dated PDF in your chosen Drive folder.
A message with the link is posted in your #strategy Slack channel.
Before it runs live
- Connect Google Drive
- Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
What you get
Build your own
Need it to work differently?
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 Google Drive and Slack steps into one automation
Under the hood
The code that runs this automation
from datetime import date
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from googleapiclient.http import MediaInMemoryUpload
from clickruntime import on_trigger, credentials, ai, notify
NOTES_DOC_ID = "your-notes-doc-id"
FOLDER_ID = "your-briefs-folder-id"
@on_trigger
def run(event):
drive = build("drive", "v3", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
notes = drive.files().export(fileId=NOTES_DOC_ID, mimeType="text/plain").execute().decode()[:20000]
brief = ai.generate(f"Write a one-page pricing brief with sections Summary, Changes, Risks, Actions from these notes:\n{notes}",
max_output_tokens=1500).text
title = f"Pricing brief {date.today().isoformat()}"
doc = drive.files().create(body={"name": title, "mimeType": "application/vnd.google-apps.document"},
media_body=MediaInMemoryUpload(brief.encode(), mimetype="text/plain")).execute()
pdf = drive.files().export(fileId=doc["id"], mimeType="application/pdf").execute()
saved = drive.files().create(body={"name": f"{title}.pdf", "parents": [FOLDER_ID]},
media_body=MediaInMemoryUpload(pdf, mimetype="application/pdf"),
fields="id,webViewLink").execute()
drive.files().delete(fileId=doc["id"]).execute()
notify.slack(f"This week's pricing brief: {saved['webViewLink']}", channel="#strategy")
return {"file": saved["id"]}FAQ
Common questions
Where does the brief get its content?
Can I review the brief before it is shared?
Can I change the format of the brief?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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