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On a schedule

Fill your monthly report deck from your metrics sheet

On the 1st of each month, the totals in your Metrics sheet are written into a fresh copy of your Slides report and you get the link by email.

Runs
On a schedule
Apps
Google Sheets, Google Slides
AI
Optional
Access
Sheets read; Slides write

Send this to your assistant

Create a ClickRuntime automation: on the 1st of each month, copy my report Slides template, fill in the totals from my Metrics sheet, and email me the link.

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

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

Why use it

Why teams use this automation

Many teams already gather their monthly numbers in a sheet, then spend an hour copying each figure into the report deck, where a single typo can end up in front of the board.

Filling the deck straight from the sheet on the 1st removes the copying and the typos, and the report is ready before anyone asks for it.

What you get out of it

  • Ready on the 1st

    The report deck exists before the monthly meeting is even scheduled.

  • Numbers match the sheet

    Figures are copied directly, so the deck and the sheet always agree.

  • Same layout every month

    Each report is a fresh copy of the same template.

  • Optional summary line

    If AI is available, a short comment on the month is added.

How it works

What happens, step by step

  1. On the 1st of each month, ClickRuntime reads the metric names and values from your Metrics sheet.

  2. If AI is available, it writes a one-sentence comment on the figures.

  3. It copies your Slides report template and fills each placeholder with its value.

  4. You get an email with the link to the new deck.

Before it runs live

  • Connect your Google Sheets account and pick the spreadsheets it may use
  • Connect Google Slides

What you get

RunsOn a schedule
Fill your monthly report deck from your metrics sheettoday, 9:00Succeeded
Email · Monthly reportMonthly report – September 2026: docs.google.com/presentation/d/… Revenue up 8% on August.

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
  • 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 Google Slides 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.
monthly_analytics_deck_from_report_data_in_sheets.pyexample
from datetime import date, timedelta
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, notify, ai

SHEET_ID, TEMPLATE_ID = "your-spreadsheet-id", "report-template-id"

@on_trigger
def run(event):
    month = f"{date.today().replace(day=1) - timedelta(days=1):%B %Y}"
    rows = build("sheets", "v4", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False).spreadsheets().values().get(spreadsheetId=SHEET_ID, range="Metrics!A2:B").execute().get("values", [])
    values = {r[0]: r[1] for r in rows if len(r) == 2}
    try:
        values["comment"] = ai.generate(f"One plain sentence on these monthly figures: {values}", max_output_tokens=60).text
    except ai.AIError:
        values["comment"] = ""
    drive, slides = build("drive", "v3", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False), build("slides", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False).presentations()
    deck = drive.files().copy(fileId=TEMPLATE_ID, body={"name": f"Monthly report – {month}"}).execute()["id"]
    slides.batchUpdate(presentationId=deck, body={"requests": [{"replaceAllText": {"containsText": {"text": "{{" + k + "}}"}, "replaceText": v}}
                       for k, v in {**values, "month": month}.items()]}).execute()
    notify.email_me(f"Monthly report – {month}", f"https://docs.google.com/presentation/d/{deck}\n\n{values['comment']}")
    return {"deck": deck, "metrics": len(values)}

FAQ

Common questions

How does the sheet map to the deck?
A Metrics tab with names in column A and values in column B; each name fills the matching {{placeholder}} in the template.
Can it update charts?
Charts linked from the same sheet can be refreshed in the deck. Text placeholders are filled directly.
Where is the deck saved?
In your Drive, named with the month, so past reports stay available.
What permissions does it need?
Sheets read; Slides write. Nothing else in your accounts is used.
Does it need AI?
No, but you can ask for an AI step (for example a summary). It then uses ClickRuntime's built-in AI allowance.
How many runs does it use?
One run each time it runs (on a schedule). 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.

Set up “Fill your monthly report deck from your metrics sheet” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.