Daily
Get an email when deals start to stall
Each day you get an email listing newly at-risk deals, with the warning signs for each.
- Runs
- Daily
- Apps
- Gmail, Salesforce
- AI
- Optional
- Access
- api; gmail.send
Send this to your assistant
Create a ClickRuntime automation: every day, check open Salesforce opportunities for a past close date, repeated pushes, no activity in 3 weeks or no next step, and email me deals with two or more of these.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A founder who still runs sales doesn't have time to review the pipeline every day, but a deal that slips unnoticed for a month can mean a missed payroll target. The signs are simple: the close date passed, it's been pushed twice, nobody has spoken to the customer in weeks.
This automation checks every open deal each day for those signs and emails you the ones showing two or more. You're only told about each deal once, when it first becomes risky.
What you get out of it
Only new problems
A deal is emailed when it first turns risky, not every day after, so the email stays short.
Clear reasons
Each deal lists exactly which warning signs it shows.
Predictable rules
The checks are fixed and easy to explain, with no AI cost.
Straight to your inbox
The email comes from your own Gmail, with a link to each deal.
How it works
What happens, step by step
Every day the automation reads your open opportunities from Salesforce.
It checks each one for four warning signs: past close date, repeated pushes, three quiet weeks, and no next step.
Deals showing two or more signs are flagged, and any already emailed are skipped.
You get an email from your Gmail account listing the new risky deals with links.
Before it runs live
- Connect Google through your own Google app (a one-time, 10-minute setup), so it works with your own Gmail
- Connect Salesforce
What you get
Build your own
Need it to work differently?
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 Gmail and Salesforce steps into one automation
Under the hood
The code that runs this automation
import base64
from email.message import EmailMessage
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from datetime import date
from clickruntime import on_trigger, credentials, http, state
ME, INSTANCE = "me@northwind.example", "https://yourcompany.my.salesforce.com"
def send(subject, body):
msg = EmailMessage()
msg["To"], msg["Subject"] = ME, subject
msg.set_content(body)
gmail = build("gmail", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
gmail.users().messages().send(userId="me", body={"raw": base64.urlsafe_b64encode(msg.as_bytes()).decode()}).execute()
@on_trigger
def run(event):
headers = {"Authorization": f"Bearer {credentials.connection('salesforce', 'work')}"}
opps = http.get(f"{INSTANCE}/services/data/v61.0/query", headers=headers, params={"q": "SELECT Id, Name, Amount, StageName, CloseDate, "
"PushCount, LastActivityDate, NextStep FROM Opportunity WHERE IsClosed = false LIMIT 500"}).json()["records"]
flagged = []
for o in opps:
reasons = [why for hit, why in [(o["CloseDate"] < date.today().isoformat(), "close date has passed"),
((o["PushCount"] or 0) >= 2, f"close date pushed {o['PushCount']} times"),
((date.today() - date.fromisoformat(o["LastActivityDate"] or "2000-01-01")).days > 21, "no activity in 3 weeks"), (not o["NextStep"], "no next step")] if hit]
if len(reasons) >= 2:
flagged.append((o, reasons))
new = [(o, r) for o, r in flagged if o["Id"] not in set(state.get("sent") or [])]
if new:
send(f"{len(new)} deals look at risk", "\n\n".join(f"{o['Name']} ({o['StageName']}, {o['Amount']}): {'; '.join(r)}\n{INSTANCE}/{o['Id']}" for o, r in new))
state.set("sent", [o["Id"] for o, _ in flagged])
return {"risky": len(flagged), "emailed": len(new)}FAQ
Common questions
What are the warning signs?
Will I hear about the same deal again?
Can it use AI to judge risk?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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