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.
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
On the 1st of each month, ClickRuntime reads the metric names and values from your Metrics sheet.
If AI is available, it writes a one-sentence comment on the figures.
It copies your Slides report template and fills each placeholder with its value.
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
Build your own
Need it to work differently?
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
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?
Can it update charts?
Where is the deck saved?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
Related
You might also like
Make a personalised deck for every new row in your sheet
Each prospect or client row without a deck link gets its own copy of your Slides template with their details filled in, and the link is written back to the sheet.
See how it worksTurn topics in your content sheet into carousel slides
Each new topic you add to your content sheet becomes a 6-slide carousel written by AI in a copy of your Slides template, with the link written back.
See how it worksGet alerts about security issues that affect you
When a serious vulnerability is published for software you use, your security channel hears about it the same hour.
See how it worksKeep exploring
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.