Every 10 minutes

Score new Airtable leads and flag hot ones in Slack

Each new lead in Airtable gets a score and a reason, and the promising ones are posted to your sales channel.

Runs: Every 10 minutes
Apps: Airtable, Slack
AI: Yes, uses the built-in AI allowance
Access: Airtable read+write; Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: when a new lead is added to my Airtable 'Leads' table, score it from 0 to 100 against our ideal customer, save the score and reason, and post leads above 70 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

A B2B agency collects leads from its website, events and referrals into an Airtable base. Some are perfect fits, many are students or tiny shops, and the sales team spends the first hour of each day sorting through them. Good leads wait while poor ones get a call.

Scoring each lead as it arrives puts the best prospects in front of sales within minutes, with a short reason they can check. Small sales teams use it to respond to strong leads first without hiring someone to triage.

What you get out of it

Hot leads get a fast reply
A Slack post within minutes of the lead arriving means a salesperson can reply the same hour, when the prospect is still interested.
Consistent scoring
Every lead is judged against the same description of your ideal customer, rather than whoever happens to read it that day.
A reason you can check
Each score comes with a one-line explanation saved in Airtable, so sales can see why a lead scored high or low and correct the criteria over time.
Less time sorting
The team stops reading every form submission. Low scores stay in the table for later nurturing instead of taking up the morning.

How it works

What happens, step by step

Every few minutes ClickRuntime looks for leads in your Airtable table that do not have a score yet.
AI compares each new lead with your description of an ideal customer and gives it a score and a short reason.
The score and reason are saved back to the lead in Airtable, so it is never scored twice.
Leads above your threshold are posted in your #sales Slack channel.

Before it runs live

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

What you get

RunsEvery 10 minutes

Score new Airtable leads and flag hot ones in Slacktoday, 9:00Succeeded

Slack · #salesHot lead (86): Northwind Software, 120 staff in Berlin, asked about a full website relaunch this quarter.

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 Airtable 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.

lead_qualification_in_airtable_with_slack_alerts.pyexample

from clickruntime import on_trigger, credentials, http, notify, ai, report_fetched

BASE, TABLE = "appXXXXXXXX", "Leads"
ICP = "B2B software companies, 20-500 staff, in Europe or North America, needing marketing help."
SCHEMA = {"type": "object", "properties": {"score": {"type": "integer"}, "reason": {"type": "string"}}, "required": ["score", "reason"]}

@on_trigger
def run(event):
    at = {"Authorization": f"Bearer {credentials.secret('AIRTABLE_API_KEY')}"}
    url = f"https://api.airtable.com/v0/{BASE}/{TABLE}"
    leads = http.get(url, headers=at, params={"filterByFormula": "{Score}=BLANK()"}).json()["records"]
    report_fetched(len(leads))
    if not leads:
        return {"summary": "Nothing new"}
    for lead in leads:
        f = lead["fields"]
        r = ai.generate(f"Ideal customer: {ICP}\nLead: {f}\nScore 0-100 with a one-line reason.", json_schema=SCHEMA, max_output_tokens=100).json
        http.patch(f"{url}/{lead['id']}", headers=at, json={"fields": {"Score": r["score"], "Reason": r["reason"]}})
        if r["score"] >= 70:
            notify.slack(f"Hot lead ({r['score']}): {f.get('Company', '')} - {r['reason']}", channel="#sales")
    return {"scored": len(leads)}

FAQ

Common questions

How do I describe my ideal customer?

Write a few sentences on the company size, industry, region and needs you look for. The score is based on that description and the fields in each lead record.

Which fields does it write back?

A score from 0 to 100 and a short reason, in two columns you add to your Airtable table. Everything else in the record is left as it is.

Can I change the threshold for Slack alerts?

Yes. Set the score above which leads are posted, for example 70 or 80, depending on how many alerts your team wants.

What permissions does it need?

Airtable read+write; 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 checks. Checks that find nothing new 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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