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On a schedule

Get a daily list of deals going stale

Each weekday you see the open deals with no activity in two weeks, grouped by owner.

Runs
On a schedule
Apps
Pipedrive
AI
Not needed
Access
read

Send this to your assistant

Create a ClickRuntime automation: every weekday at 8am, email me open Pipedrive deals with no activity in the last 14 days, grouped by owner.

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

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

Why use it

Why teams use this automation

Pipedrive can flag a deal as rotten once it has sat in a stage longer than the rotten time you set, but the flag is just a red marker on a board nobody opens daily. A $15,000 deal that has not had a call in three weeks keeps its place in the forecast, and the rep who owns it has moved on to newer prospects. By quarter end it is quietly dead, and the forecast was wrong the whole time.

Each morning, open deals are listed and filtered by their rotten_time setting and last_activity_date. The stale ones are grouped by owner, and you receive an email showing who has which neglected deals and how long each has been idle. The list is short and specific, which makes it hard to ignore.

Sales managers who run weekly forecast calls and reps with big personal pipelines use it as a daily nudge.

What you get out of it

  • Revive deals before they die

    A deal that is stale for two weeks can often be saved with one good call. A daily list prompts that call while the buyer still remembers the conversation. Calls made at that moment feel natural to the buyer.

  • Forecasts reflect reality

    Deals that are not moving should not carry full weight in a forecast. Seeing them each morning lets you downgrade or close them honestly instead of discovering the gap in the final week of the quarter.

  • Grouped by owner for easy action

    The email shows each rep's stale deals together, so managers can raise them in a quick chat. No one has to filter a board to find who is neglecting what.

  • A fair, consistent standard

    The same rule applies to every deal, based on the stage settings you chose. Reps cannot say their deal was overlooked, and managers do not have to rely on opinion.

  • Better use of rep time

    Instead of reviewing all open deals, reps are directed to the ones that need attention. That focuses effort where money is at risk and is easier to maintain than a weekly pipeline scrub.

How it works

What happens, step by step

  1. Every weekday at 8 am, ClickRuntime goes through your open Pipedrive deals.

  2. It picks out the ones with no activity in the last 14 days.

  3. They are grouped by owner.

  4. You get an email listing each deal with its value and the date of its last activity.

Before it runs live

  • Connect Pipedrive

What you get

RunsOn a schedule
Get a daily list of deals going staletoday, 9:00Succeeded
Email · Deals with no activity in 14 daysAlex Kim - Northwind – Expansion (9,500 EUR), last activity 2026-09-28

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
  • Add an AI step, for example to summarize, sort or draft a reply
  • 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_rotten_deals_email.pyexample
from collections import defaultdict
from datetime import date, timedelta
from clickruntime import on_trigger, credentials, http, notify

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

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('pipedrive', 'work')}"}
    cutoff = (date.today() - timedelta(days=14)).isoformat()
    deals = http.get(f"{API}/api/v2/deals", headers=headers, params={"status": "open", "limit": 500}).json()["data"]
    users = {u["id"]: u["name"] for u in http.get(f"{API}/v1/users", headers=headers).json()["data"]}
    by_owner = defaultdict(list)
    for d in deals:
        last = d.get("last_activity_date") or d["add_time"][:10]
        if last < cutoff:
            by_owner[users.get(d["owner_id"], "Unknown")].append(f"  - {d['title']} ({d['value']:,.0f} {d['currency']}), last activity {last}")
    if not by_owner:
        return {"rotten": 0}
    notify.email_me("Deals with no activity in 14 days",
                    "\n\n".join(f"{o}\n" + "\n".join(items) for o, items in sorted(by_owner.items())))
    return {"rotten": sum(len(v) for v in by_owner.values())}

FAQ

Common questions

What makes a deal rotten in Pipedrive?
A deal is rotten when it has stayed in a stage longer than the rotten time configured for that stage in your pipeline settings. The email uses that setting along with last activity, so it matches the markers your team sees on the board.
Can I send each rep their own list instead of one email?
Yes. The grouping by owner makes it simple to send each person only their own deals. Give your AI assistant you want per-rep emails and review the new version before it goes live. Reps then only see their own accounts.
Does it include deals with a scheduled activity?
If a deal has a future activity planned, it is not neglected even if the last activity was long ago. You can exclude those so the list shows only deals with nothing planned, which cuts false alarms.
What permissions does it need?
read. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's 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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