On a schedule

Get a morning summary of your open deals

Each weekday you get a short read on every open deal by stage, with its latest notes.

Runs: On a schedule
Apps: Pipedrive
AI: Yes, uses the built-in AI allowance
Access: read

Send this to your assistant

Create a ClickRuntime automation: every weekday at 8am, summarise my open Pipedrive deals by stage with a line on each deal's latest notes, and email it to me.

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

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Why use it

Why teams use this automation

Before a pipeline review, a sales manager opens deal after deal in Pipedrive, scrolling through notes to remember what happened. A deal worth $40,000 might have a Tuesday call note, a quote sent last week, and a worrying comment about budget buried three notes down. Multiply that by thirty open deals and the review becomes a reading exercise, with the least recent updates getting the least attention.

Each morning, open deals and their stages are listed, and recent notes are fetched for each one. ClickRuntime's built-in AI condenses them into a short paragraph per deal covering where it stands and what happened last, and the whole set arrives as one email. You read the summaries over coffee instead of clicking through records.

Managers, founders and sales leaders who want a quick pipeline picture benefit most, particularly when reps keep detailed notes.

What you get out of it

A pipeline review you can do in minutes
One email replaces thirty tabs. You see each deal's stage, value and latest developments in a paragraph, so you can decide which ones need a conversation today. Preparation that once took an hour fits into a cup of coffee.
Buried warnings come to the surface
A note about a budget freeze or a champion leaving is easy to miss in a long thread. Summaries put the latest concern next to the deal name where a manager will actually read it.
Better coaching conversations
Managers who have read the summary can ask a specific question about a deal rather than a general how is it going. That makes one-to-ones shorter and far more useful for the rep.
Notes written once get used again
Reps often write notes that nobody reads. A daily digest turns that effort into something visible, which encourages good record keeping and keeps context from walking out the door with a person.
Handovers are painless
When a deal changes owner or someone is on vacation, a recent summary gives the covering person the story. They can pick up the conversation without calling the original rep.

How it works

What happens, step by step

Every weekday at 8 am, the automation lists your open Pipedrive deals and their stages.
It reads the latest notes on each deal.
AI writes a short update for every deal, grouped by stage, such as "waiting on their legal review, follow-up Thursday".
The summary is emailed to you with the number of open deals.

Before it runs live

Connect Pipedrive

What you get

RunsOn a schedule

Get a morning summary of your open dealstoday, 9:00Succeeded

Email · Open deals: 18Proposal made • Northwind – 50 seats (€12,000): waiting on their legal review, follow-up Thursday

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 Pipedrive 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.

daily_ai_deal_summary.pyexample

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

API = "https://api.pipedrive.com"

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('pipedrive', 'work')}"}
    stages = {s["id"]: s["name"] for s in http.get(f"{API}/api/v2/stages", headers=headers).json()["data"]}
    deals = http.get(f"{API}/api/v2/deals", headers=headers, params={"status": "open", "limit": 100}).json()["data"]
    lines = []
    for d in deals:
        notes = http.get(f"{API}/v1/notes", headers=headers,
                         params={"deal_id": d["id"], "limit": 1, "sort": "add_time DESC"}).json()["data"] or []
        latest = notes[0]["content"][:300] if notes else "no notes"
        lines.append(f"{stages.get(d['stage_id'])} | {d['title']} | {d['value']} {d['currency']} | {latest}")
    summary = ai.generate("\n".join(lines)[:12000], max_output_tokens=800,
                          system="Summarise these open deals grouped by stage, one short line per deal based on its latest note.").text
    notify.email_me(f"Open deals: {len(deals)}", summary)
    return {"deals": len(deals)}

FAQ

Common questions

How are the summaries written?

The AI reads the recent notes for each open deal and writes a few sentences on the current state and last activity. It works only from what is in Pipedrive, so a deal with no notes gets a short summary saying so.

Does it cover deals owned by everyone or just me?

By default it covers all open deals. If you want only your own, or those from one pipeline, you can narrow it. Describe the filter in chat and approve the updated version and approve it first.

Are my notes sent to an outside AI provider?

The summaries are produced by ClickRuntime's built-in AI, so you do not provide a separate OpenAI or Anthropic key. Only the notes needed to write each summary are used, and nothing is posted back into Pipedrive.

What permissions does it need?

read. 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 (on a schedule). 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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