The moment it happens

Share sales call summaries in Slack and on WhatsApp

After each call, a summary with next steps is posted to your sales channel and sent to the rep on WhatsApp.

Runs: The moment it happens
Apps: Slack, WhatsApp Business
AI: Yes, uses the built-in AI allowance
Access: chat:write; whatsapp_business_messaging

Send this to your assistant

Create a ClickRuntime automation: when a call transcript is ready, summarise it with next steps, post the summary to #sales in Slack, and send it to the rep on WhatsApp.

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

Sales calls generate the most useful information a company has, and most of it is lost. The rep jumps to the next call, notes are thin, and the rest of the team never hears what the customer said.

A summary and next steps posted to Slack and sent to the rep's phone right after each call keeps the team informed and gives the rep a ready-made to-do list while the conversation is still fresh.

What you get out of it

Next steps while they're fresh
The rep gets a short list of follow-ups on their phone straight after the call.
The team hears what customers say
Summaries in Slack spread objections, requests and wins across the team.
Less note-taking
Reps can focus on the conversation instead of typing notes.
A searchable history
Every call summary sits in the Slack channel, easy to search before the next meeting.

How it works

What happens, step by step

Your call recording tool sends the transcript to ClickRuntime when it's ready.
AI writes a short summary and a list of next steps.
The summary is posted to your sales channel in Slack.
The rep who ran the call gets the same summary on WhatsApp.

Before it runs live

Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
Connect WhatsApp Business
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Share sales call summaries in Slack and on WhatsAppjust nowSucceeded

Slack · #sales:telephone_receiver: Acme discovery call — Wants rollout for 40 seats in Q1. Next steps: Sam to send pricing by Friday.

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 Google Sheets
Combine it with other Slack and WhatsApp Business 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.

call_conversation_summaries_shared_to_slack_and_whatsapp.pyexample

from clickruntime import on_event, credentials, http, notify, ai

REPS = {"sam@example.com": "447700900111", "jo@example.com": "447700900222"}
WA = "https://graph.facebook.com/v20.0/your-phone-number-id/messages"

def wa(to, text):
    http.post(WA, headers={"Authorization": f"Bearer {credentials.secret('WHATSAPP_TOKEN')}"},
              json={"messaging_product": "whatsapp", "to": to, "type": "text", "text": {"body": text}}).raise_for_status()

@on_event
def handle(event):
    t = event.json or {}
    text = (t.get("transcript") or "")[:20000]
    if not text:
        return {"skipped": "no transcript"}
    summary = ai.generate(text, max_output_tokens=350,
                          system="Summarise this sales call in 3 lines, then 'Next steps:' as up to 4 bullets with owners.").text.strip()
    title = t.get("title", "Sales call")
    notify.slack(f":telephone_receiver: *{title}*\n{summary}", channel="#sales")
    phone = REPS.get(t.get("host_email", ""))
    if phone:
        wa(phone, f"{title}\n{summary}")
    return {"title": title}

FAQ

Common questions

Where do transcripts come from?

Any call recorder or meeting tool that can send the transcript to a web address when it's ready.

How long are the summaries?

A few lines on what was discussed and a short list of next steps.

How does it know which rep to message?

From the rep's email in the transcript, matched to a phone number you list.

What permissions does it need?

chat:write; whatsapp_business_messaging. 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 for each event the app sends.

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.

The moment it happensAI