Every 30 minutes

Score new leads from a sheet and add good ones to Notion

New leads in your sheet are scored against your ideal customer profile, and those above 70 become Notion CRM pages with a draft first message.

Runs: Every 30 minutes
Apps: Google Sheets, Notion
AI: Yes, uses the built-in AI allowance
Access: Sheet edit; Notion insert

Send this to your assistant

Create a ClickRuntime automation: every 30 minutes, score each new lead in my Leads sheet against my ICP, add those scoring above 70 to my Notion CRM with a draft outreach message, and write the score back to the sheet.

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

The founder of a B2B software startup collects leads from events, a website form and lists her team builds. They pile up in a Google Sheet faster than anyone can research them, so outreach goes to whoever is at the top of the list rather than to the companies most likely to buy.

Scoring each lead against a written ideal customer profile, and moving only the strong ones into the Notion CRM, lets a small team spend its outreach time where it counts. Founders, small sales teams and agencies doing their own business development use it to keep a long list from swamping the CRM.

What you get out of it

Outreach goes to the best-fit leads first
Every lead gets a score against the same criteria. Your limited time goes to the companies that match your ideal customer, not to whoever signed up most recently.
A tidy CRM
Only leads above your threshold become Notion pages. The CRM stays focused on real opportunities instead of filling up with every name from an event list.
A first message ready to edit
Each new CRM page includes a short draft based on what is known about the lead. Starting from a draft makes it far quicker to send a personal first email.
Scores stay in the sheet
The score and a one-line reason are written back next to each lead. You can sort the whole list, check the reasoning and adjust the profile if the scores look off.

How it works

What happens, step by step

Every 30 minutes, ClickRuntime checks your Leads sheet for rows that do not yet have a score.
AI compares each new lead with your ideal customer profile and gives it a score out of 100 with a short reason.
Leads scoring above 70 are added to your Notion CRM with a draft first message.
The score and reason are written back into the sheet, so each lead is only scored once.

Before it runs live

Connect your Google Sheets account and pick the spreadsheets it may use
Connect Notion and share the database you want it to use

What you get

RunsEvery 30 minutes

Score new leads from a sheet and add good ones to Notiontoday, 9:00Succeeded

Notion · CRMNew lead: Contoso Logistics, score 84. Mid-sized European software buyer, head of operations already in touch. Draft first email attached.

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 Slack
Combine it with other Google Sheets and Notion 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_scoring_from_a_sheet_into_notion_crm.pyexample

from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, ai, report_fetched

SHEET_ID, DATABASE_ID = "your-spreadsheet-id", "your-database-id"
ICP = "B2B software companies with 20-200 staff in Europe; buyers are heads of operations or finance."
SCHEMA = {"type": "object", "properties": {"score": {"type": "integer"}, "reason": {"type": "string"}, "draft": {"type": "string"}},
          "required": ["score", "reason", "draft"]}

@on_trigger
def run(event):
    values = build("sheets", "v4", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False).spreadsheets().values()
    head, *rows = values.get(spreadsheetId=SHEET_ID, range="Leads!A1:Z").execute()["values"]
    col = head.index("Score")
    new = [(i, dict(zip(head, r))) for i, r in enumerate(rows, start=2) if len(r) <= col or not r[col]]
    report_fetched(len(new))
    if not new:
        return {"summary": "Nothing new"}
    for i, lead in new:
        out = ai.generate(f"Ideal customer: {ICP}\nLead: {lead}\nScore 0-100, give a one-line reason and a short first outreach email.",
                          max_output_tokens=400, json_schema=SCHEMA).json
        if out["score"] > 70:
            http.post("https://api.notion.com/v1/pages", headers={"Authorization": f"Bearer {credentials.connection('notion', 'work')}",
                      "Notion-Version": "2022-06-28"}, json={"parent": {"database_id": DATABASE_ID}, "properties": {
                      "Name": {"title": [{"text": {"content": lead.get("Company", "Lead")}}]}, "Score": {"number": out["score"]}},
                      "children": [{"paragraph": {"rich_text": [{"text": {"content": out["draft"]}}]}}]}).raise_for_status()
        values.update(spreadsheetId=SHEET_ID, range=f"Leads!{chr(65 + col)}{i}", valueInputOption="RAW",
                      body={"values": [[out["score"], out["reason"]]]}).execute()
    return {"scored": len(new)}

FAQ

Common questions

How do I describe my ideal customer?

Write a few plain sentences about the industry, company size, location and roles you sell to, plus any signals that make a lead a poor fit. The clearer the description, the more consistent the scores.

Can I change the threshold of 70?

Yes. A lower threshold sends more leads to Notion and a higher one keeps the CRM smaller. Scores for all leads are written to the sheet either way, so nothing is lost.

Which lead details are used for scoring?

Whatever columns the sheet has, such as company, website, job title, country and notes. More detail gives a better score, while a row with only an email address will usually score low.

What permissions does it need?

Sheet edit; Notion insert. 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.

Every 15 minutesAI