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Monthly

Get a monthly report on your monday.com leads

On the 1st you get counts of last month's leads by status and source, with a short written read of the trends.

Runs
Monthly
Apps
monday.com
AI
Yes, uses the built-in AI allowance
Access
read

Send this to your assistant

Create a ClickRuntime automation: on the 1st of each month, count last month's new items on my monday.com Leads board by Status and Source, write a short summary of what changed, and email it to me.

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

A sales or marketing manager who keeps leads on a monday.com board is asked every month how many came in, from where, and what happened to them. Answering means filtering by creation date, counting statuses like New, Contacted and Won, grouping by source column, and writing a paragraph for the leadership update. It takes an hour, gets postponed, and the resulting numbers are rarely calculated the same way twice.

On the first of each month ClickRuntime reads the items created in the previous month, counts them by status and source, and passes the totals to its built-in AI, which writes a short narrative about where leads came from and how they progressed. The summary is emailed to you and anyone else on the list.

It is especially handy for agency owners who report to clients every month.

What you get out of it

  • The monthly report writes itself

    The hour spent filtering and counting is gone, and the update to leadership is ready on the first. You can edit two sentences instead of starting with an empty document.

  • Counts follow one definition

    Because the same query runs each month, leads are counted by created date and status in the same way every time. Month-to-month comparisons stop being distorted by someone filtering differently.

  • Channels that perform become obvious

    The source breakdown shows that referrals converted at three times the rate of cold outreach. Budget conversations move from opinions to figures on the board. A shift such as inbound doubling while outbound halves is spelled out in words, not hidden in two columns of counts.

  • Stalled pipeline stands out

    A narrative that mentions 40 leads still marked New after 30 days points to a follow-up problem. A manager sees it in the report, not a quarter later in missed revenue.

  • Clients see consistent reporting

    Agencies can send the same format each month to every client. That reliability builds trust and cuts the time account managers spend assembling decks. The same layout every month means the client learns where to look for each number and stops asking for a custom version.

How it works

What happens, step by step

  1. At the start of each month, ClickRuntime collects the leads added to your monday.com board last month.

  2. It counts them by status and by source.

  3. AI turns the numbers into a short write-up of what changed compared with the month before.

  4. You get the report by email.

Before it runs live

  • Connect monday.com

What you get

RunsMonthly
Get a monthly report on your monday.com leadstoday, 9:00Succeeded
Email · Leads for September62 new leads, up from 48. Webinar was the top source for the first time; 9 are already Qualified.

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 monday.com 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_lead_report_with_ai.pyexample
from collections import Counter
from datetime import date, timedelta
from clickruntime import on_trigger, notify, http, credentials, ai

BOARD_ID = 1234567890  # your Leads board
QUERY = """query ($board: [ID!]) { boards(ids: $board) { items_page(limit: 500) { items {
  created_at column_values(ids: ["status", "text"]) { id text } } } } }"""

@on_trigger
def run(event):
    end = date.today().replace(day=1)
    start = (end - timedelta(days=1)).replace(day=1)
    data = http.post("https://api.monday.com/v2", headers={"Authorization": credentials.secret("MONDAY_API_TOKEN"), "API-Version": "2024-10"},
                     json={"query": QUERY, "variables": {"board": [BOARD_ID]}}).json()
    items = [i for i in data["data"]["boards"][0]["items_page"]["items"] if start.isoformat() <= i["created_at"][:10] < end.isoformat()]
    status, source = Counter(), Counter()
    for item in items:
        cols = {c["id"]: c["text"] or "(blank)" for c in item["column_values"]}
        status[cols["status"]] += 1
        source[cols["text"]] += 1
    counts = f"New leads: {len(items)}\nBy status: {dict(status)}\nBy source: {dict(source)}"
    summary = ai.generate(f"Write a short summary (4 sentences) of last month's leads.\n\n{counts}", max_output_tokens=200).text
    notify.email_me(f"Leads for {start:%B}", f"{summary}\n\n{counts}")
    return {"leads": len(items)}

FAQ

Common questions

Which columns does the report use?
It uses the status column for stage and a source or channel column for origin, plus the item creation date. Name the columns on your board during setup, and add a numeric value column if you want totals.
Can it compare with the previous month?
Yes, when it stores last month's counts between runs it can say how much each stage grew or shrank. That needs one extra month of history before the first comparison appears. Without that stored history, the first report simply lists this month's counts on their own.
Is the AI summary based on real data?
The AI receives the counts calculated from your board and is asked to describe them. The email can include the table of numbers as well, so any sentence can be checked against the underlying counts.
What permissions does it need?
read. 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 runs (monthly). 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.

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