Daily

Turn new rows into a daily digest

Each day the new items in a sheet are written up as a short digest and emailed to you.

Runs: Daily
Apps: Microsoft Excel
AI: Yes, uses the built-in AI allowance
Access: Files.Read

Send this to your assistant

Create a ClickRuntime automation: every day at 5pm, turn the rows added today to my Feedback table into a short digest grouped by theme 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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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Teams use Excel as a shared inbox without meaning to. Sales reps add leads, support agents log issues and field staff add site notes, and by the afternoon there are forty new rows nobody has read in full. A manager who needs to know what happened today has to scroll through each line, piece the story together and still might miss the one remark that mattered.

Each day, ClickRuntime reads only the rows added since the last run, remembering where it stopped, and gives them to its built-in AI, which writes a short digest of the main themes, notable items and anything needing attention. The digest is sent to you by email, and no OpenAI or Anthropic key is required.

It works well for teams whose workbook is a running log of leads, issues, feedback or field reports.

What you get out of it

A readable summary instead of forty rows
You absorb the day's activity in a couple of minutes. The digest groups similar items and calls out the unusual ones, so you do not have to read each line yourself.
Important remarks are not buried
A single comment like a customer threatening to cancel can disappear in a long list. A written digest brings such items to the top where the person who can act will see them.
Only new rows are processed
The digest covers just what was added since the last run, so you never read the same content twice. Each email stays short and relevant. That keeps every email short enough to read.
Managers stay informed without chasing
A lead does not have to ask the team for updates or open the file. The summary arrives at the same time every day and the team keeps working as normal.
Patterns appear over time
Reading daily digests, you notice that three issues this week mention the same product. That insight is hard to see row by row, and it points to where to look first.
No manual summarizing
Someone used to spend half an hour writing the end-of-day note. The digest takes that job away, so the person can do work that needs judgment. That time goes back to the team.

How it works

What happens, step by step

Every day, ClickRuntime reads the rows added to your sheet since yesterday's digest.
AI reads the new entries and writes a short digest of the main themes.
It then lists anything that needs action.
You get the digest by email, with the number of new entries in the subject.

Before it runs live

Connect Microsoft Excel

What you get

RunsDaily

Turn new rows into a daily digesttoday, 9:00Succeeded

Email · Digest: 14 new entriesMost feedback is about slow exports; three people from Acme asked for SSO. Action: reply to Northwind about the billing error.

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 Microsoft Excel 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_digest_from_new_rows.pyexample

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

SHEET = "https://graph.microsoft.com/v1.0/me/drive/items/01ABCDEF.../workbook/worksheets/Feedback"

@on_trigger
def run(event):
    values = http.get(f"{SHEET}/usedRange", headers={"Authorization": f"Bearer {credentials.connection('microsoft', 'work')}"},
                      params={"$select": "values"}).json()["values"]
    done = state.get("rows_done") or 1  # skip header
    new = values[done:]
    if not new:
        return {"new": 0}
    text = "\n".join(" | ".join(str(c) for c in row) for row in [values[0]] + new)[:20000]
    digest = ai.generate(text, system="Write a short digest of these new entries: main themes, then anything that needs action.", max_output_tokens=400).text
    notify.email_me(f"Digest: {len(new)} new entries", digest)
    state.set("rows_done", len(values))
    return {"new": len(new)}

FAQ

Common questions

Does the AI change my spreadsheet?

No. It only reads the new rows and writes an email. Your workbook is not modified, so the data stays exactly as your team entered it. It also does not copy your data anywhere else, and the email is the only output of the run.

How does it know which rows are new?

It remembers how far it read last time, using a stored position, and starts from there on the next run. Rows added in between are included, and rows read before are not repeated. A stored position makes sure nothing is missed or read twice.

Can I tell it what to focus on?

Yes. You can ask for the digest to highlight things such as urgent items, big deals or repeated complaints. Describe the focus to your AI assistant and approve the change before it takes effect. Specific instructions give you more useful emails.

What permissions does it need?

Files.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 (daily). 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.

Daily