The moment it happens

Research new Pipedrive organisations and flag the good ones

Every new organisation in Pipedrive gets a short company summary as a note, and the high-fit ones are posted to #sales.

Runs: The moment it happens
Apps: Pipedrive, Slack
AI: Yes, uses the built-in AI allowance
Access: Pipedrive API token; chat:write

Send this to your assistant

Create a ClickRuntime automation: when a new organisation is added in Pipedrive, research it with AI, add a note with a summary and fit score, and post the ones scoring 8 or more to #sales.

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

Add to ChatGPT Add to Claude

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

Why use it

Why teams use this automation

Organisations land in Pipedrive from all directions: a rep adds one after a conference, a form creates one overnight, someone imports a list. Most arrive as a bare name and maybe a website. Before anyone can decide whether it is worth a call, someone has to look the company up, work out what they do and guess whether they fit, and that research is usually skipped when the week is busy.

This automation does that first look for every new organisation. It writes a short summary and a fit score into a note on the record, so the context is there when a rep opens it, and it posts the strongest ones to #sales so they get picked up the same day rather than sitting at the bottom of a list.

What you get out of it

Every new organisation gets context
A note with what the company does, its likely size and why it might fit is added automatically, so nobody opens an empty record.
Good prospects are noticed the same day
Only organisations that score high are posted to #sales, so the channel points reps at the few worth calling now.
Less manual research
Reps no longer spend the first ten minutes of each call prep looking up a company website and LinkedIn page.
Consistent qualification
Every organisation is judged against the same description of your ideal customer, whoever added it and whenever.
The reasoning is kept in Pipedrive
Because the summary is saved as a note, the score and reason stay with the record for later review and reporting.

How it works

What happens, step by step

When a new organisation is added in Pipedrive, Pipedrive tells ClickRuntime straight away.
AI reads the company name and website and writes a short summary with a fit score from 1 to 10 and a reason.
The summary and score are saved as a note on the organisation in Pipedrive.
If the score is 8 or more, the organisation is posted to #sales with the summary and a link to the record.

Before it runs live

Connect Pipedrive
Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Research new Pipedrive organisations and flag the good onesjust nowSucceeded

Slack · #salesStrong new org (9/10): Contoso Freight Mid-sized logistics firm running 40 depots, currently hiring a head of operations. Matches our fleet planning customers.

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

Act only on the items that match your own rules, and skip the rest
Change what the AI looks for, or how it writes the result
Add another app, for example also send it to Google Sheets
Combine it with other Pipedrive 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.

enrich_new_leads_organizations_and_alert_slack_on_good_ones.pyexample

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

API = "https://api.pipedrive.com"
SCHEMA = {"type": "object", "properties": {"score": {"type": "integer"}, "summary": {"type": "string"}},
          "required": ["score", "summary"]}

@on_event
def handle(event):
    org_id = (event.json or {}).get("data", {}).get("id")
    if not org_id:
        return {"ignored": True}
    headers = {"Authorization": f"Bearer {credentials.connection('pipedrive', 'work')}"}
    org = http.get(f"{API}/api/v2/organizations/{org_id}", headers=headers).json()["data"]
    result = ai.generate(
        f"Summarise this company in 3 sentences and score it 1-10 as a B2B software prospect.\n"
        f"Name: {org['name']}\nWebsite: {org.get('website') or 'unknown'}\nAddress: {org.get('address') or ''}",
        json_schema=SCHEMA, max_output_tokens=300).json
    http.post(f"{API}/v1/notes", headers=headers, json={
        "org_id": org_id, "content": f"Fit score {result['score']}/10\n{result['summary']}"})
    if result["score"] >= 8:
        notify.slack(f"Strong new org ({result['score']}/10): {org['name']}\n{result['summary']}", channel="#sales")
    return {"org": org_id, "score": result["score"]}

FAQ

Common questions

Where does the company information come from?

The AI works from the organisation's name, website and address as stored in Pipedrive. If the website is filled in, that gives it the most to go on. It does not buy data from outside providers.

Can I describe my ideal customer?

Yes. Tell your AI assistant what a good fit looks like, such as industry, country or team size, and the score is based on that description.

What counts as high-value?

By default a score of 8 out of 10 or more is posted to #sales. You can pick a different cutoff, and every organisation still gets its note whatever it scores.

What permissions does it need?

Pipedrive API token; 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 for each event the app sends.

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.

The moment it happens