Weekly

Get reminded when a key account goes quiet

Each week, owners of your top-tier Salesforce accounts are reminded in Slack about any account nobody has contacted in 30 days.

Runs: Weekly
Apps: Salesforce, Slack
AI: Not needed
Access: api; chat:write

Send this to your assistant

Create a ClickRuntime automation: every Monday, find my Tier 1 Salesforce accounts with no activity in 30 days and remind their owners in #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

An account manager looks after a dozen large customers alongside a stream of new business. The ones with active projects get attention; the happy, quiet ones don't. Then a competitor takes the account manager's place in the customer's inbox, and the first sign is a cancellation notice.

This automation looks for top-tier accounts with no logged activity in 30 days and reminds each owner in Slack every week, so no important customer goes a month without hearing from you.

What you get out of it

Key customers stay in touch
A gentle weekly reminder makes sure every important account hears from you at least monthly.
No AI or setup to tune
It's a straight check on the last activity date, so it's predictable and costs nothing in AI usage.
Grouped by owner
Each account manager sees their own quiet accounts together, with links.
Works from data you already have
It uses Salesforce's own activity tracking, so there's nothing new for reps to fill in.

How it works

What happens, step by step

Every week the automation looks at your top-tier accounts in Salesforce.
It finds the ones with no logged activity in the last 30 days.
Accounts are grouped by owner.
Each owner gets a reminder in #sales listing their quiet accounts with links.

Before it runs live

Connect Salesforce
Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)

What you get

RunsWeekly

Get reminded when a key account goes quiettoday, 9:00Succeeded

Slack · #salesChris Novak: these key accounts haven't heard from us in 30 days - Woodgrove Bank, last touched 2026-09-02

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 Google Sheets
Combine it with other Salesforce 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.

key_account_no_touch_alert.pyexample

from collections import defaultdict
from clickruntime import on_trigger, credentials, http, notify

INSTANCE = "https://yourcompany.my.salesforce.com"
API = f"{INSTANCE}/services/data/v61.0"

def soql(headers, q):
    return http.get(f"{API}/query", headers=headers, params={"q": q}).json()["records"]

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('salesforce', 'work')}"}
    accounts = soql(headers, "SELECT Id, Name, Owner.Name, LastActivityDate FROM Account WHERE Tier__c = 'Tier 1' "
                             "AND (LastActivityDate < LAST_N_DAYS:30 OR LastActivityDate = null) ORDER BY LastActivityDate")
    by_owner = defaultdict(list)
    for a in accounts:
        by_owner[a["Owner"]["Name"]].append(f"- <{INSTANCE}/{a['Id']}|{a['Name']}>, last touched {a['LastActivityDate'] or 'never'}")
    for owner, lines in by_owner.items():
        notify.slack(f"*{owner}*: these key accounts haven't heard from us in 30 days\n" + "\n".join(lines), channel="#sales")
    return {"quiet_accounts": len(accounts)}

FAQ

Common questions

How does it know which accounts are key?

From a tier field on the Account, called Tier__c with the value Tier 1 in the example. You can use any field, such as Rating, Type or annual revenue above a figure.

What counts as being in touch?

Any task or event logged against the account, which is what Salesforce uses for the last activity date. Emails logged through Salesforce count too.

Can it DM the owner instead of posting in a channel?

Yes. Ask your AI assistant for a version that messages each owner directly, matched by their email address.

What permissions does it need?

api; chat:write. 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 (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.

On a schedule