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Daily or weekly

Get a daily summary of your team's numbers

Each evening, the day's updates or KPIs from your sheet are summarised in Slack, with anything unusual called out.

Runs
Daily or weekly
Apps
Google Sheets, Slack
AI
Yes, uses the built-in AI allowance
Access
Sheets read; Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: every weekday at 6pm, summarise today's rows in my Daily Updates sheet and post the summary to #team, calling out anything that looks off.

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

A growth team logs updates and numbers in a shared Google Sheet during the day: sign-ups, ad spend, tickets closed, shipped features, blockers. At the end of the day nobody wants to read forty rows to understand how it went, and the manager asks everyone in Slack for a recap, which gets three answers in three formats. Trends and warning signs hide in the detail, and the next morning's standup starts with people reading the sheet aloud.

Each evening, ClickRuntime reads the rows for the period, then ClickRuntime's built-in AI writes a short summary: what moved, what is ahead or behind target, and anything that looks unusual. The summary is posted in your Slack channel, so the team reads one paragraph before the next standup.

Operations leads, growth teams and small startups use it for a daily or weekly recap.

What you get out of it

  • Standups start from a shared picture

    Everyone has read the same summary before the meeting, so discussion begins with what to do, not with who read which row. Meetings run shorter and spend their time on decisions.

  • Odd numbers get flagged

    The AI can call out a sharp drop in sign-ups or a spike in spend relative to recent days. A flagged anomaly gets looked at the same evening, and not at the end of the month.

  • No manual recap messages

    The manager no longer asks people to post their own update. A summary that comes from the actual sheet is more accurate than memory and takes no one's time. People spend their time acting on the numbers.

  • A running record in Slack

    Daily posts build a searchable history of how the business was doing. Looking back at what happened the week a campaign launched is a search away, without rebuilding it from cell edits.

  • Works for daily or weekly rhythms

    The same setup can summarize one day or a full week, depending on how your team plans. Changing the period means changing the range read, while the writing style stays as you set it.

How it works

What happens, step by step

  1. Every evening, ClickRuntime reads today's rows from the Daily Updates tab of your Google Sheet.

  2. AI reads the numbers and updates, writes a short summary and calls out anything unusual, such as a figure far above the normal level.

  3. The summary is posted to your #team Slack channel, with the points to watch at the end.

Before it runs live

  • Connect your Google Sheets account and pick the spreadsheets it may use
  • Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)

What you get

RunsDaily or weekly
Get a daily summary of your team's numberstoday, 9:00Succeeded
Slack · #team📊 Today's update • 14 demos booked (target 12) Watch: churned MRR $1,900, 3× the daily average

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 Gmail
  • Combine it with other Google Sheets and Slack 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_standup_kpi_summary_from_a_sheet.pyexample
from datetime import date
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, ai, notify

SHEET_ID = "your-spreadsheet-id"

@on_trigger
def run(event):
    sheets = build("sheets", "v4", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
    values = sheets.spreadsheets().values().get(spreadsheetId=SHEET_ID, range="Daily Updates!A1:H").execute().get("values", [])
    header, rows = values[0], [r for r in values[1:] if r and r[0].startswith(date.today().isoformat())]
    if not rows:
        return {"rows": 0}
    table = "\n".join(" | ".join(r) for r in [header] + rows)
    summary = ai.generate(table[:12000], max_output_tokens=400,
                          system="Summarise today's team updates in 5 bullets, then list anything that looks off "
                                 "(missed targets, blockers, unusual numbers) under 'Watch'.").text
    notify.slack(f"📊 Today's update\n{summary}", channel="#team")
    return {"rows": len(rows)}

FAQ

Common questions

Can the summary compare against a target?
Yes. If your sheet has a target or a previous-period column, the AI can state how each metric compares, for example ad spend is 12 percent over plan. Put the targets in the sheet so the comparison is based on your numbers.
Will the AI make up numbers?
It writes from the rows it is given and totals are best calculated before the AI step. Sums and changes can be computed in the automation and passed in, so the AI only describes them. Spot-check the first few summaries against the sheet.
Can it post to a different channel on Fridays?
Yes. You can send the daily recap to a team channel and a weekly rollup to a leadership channel. Each schedule can read a different range and use a different tone, such as detailed for the team and brief for executives.
What permissions does it need?
Sheets read; Slack chat:write. 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 or weekly). 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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