On a schedule
Get a monthly lead report from your monday.com board
On the 1st of each month you get an email summarising your leads by status and source, with short AI commentary.
- Runs
- On a schedule
- Apps
- Gmail, monday.com
- AI
- Yes, uses the built-in AI allowance
- Access
- monday boards:read; gmail.send
Send this to your assistant
Create a ClickRuntime automation: on the 1st of every month, count the leads on my monday.com Leads board by status and source, and email me a summary with a few lines on what changed.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
Small sales teams track leads on a monday.com board but rarely step back to look at the month as a whole. Building a report means exporting, counting and writing it up, so it happens once a quarter at best.
A summary in your inbox on the 1st of each month shows where leads came from and how many moved forward. The short commentary points out what is worth discussing.
What you get out of it
A monthly view without the spreadsheet
Counts by status and source arrive ready to read, with no exporting.
See which sources work
Grouping by source shows which channels bring leads worth pursuing.
Commentary that starts the conversation
AI notes the main changes, giving the team something concrete to discuss.
Easy to share
The email can go to a manager or the whole team from your own Gmail.
How it works
What happens, step by step
On the 1st of each month ClickRuntime reads every item on your monday.com leads board.
It counts leads by status and by source.
AI writes a few lines on what stands out, compared with last month.
The report is emailed from your Gmail.
Before it runs live
- Connect Google through your own Google app (a one-time, 10-minute setup), so it works with your own Gmail
- Connect monday.com
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 Gmail and monday.com steps into one automation
Under the hood
The code that runs this automation
import base64
from email.message import EmailMessage
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from collections import Counter
from clickruntime import on_trigger, credentials, http, state, ai
BOARD, ME = 1234567890, "me@example.com"
ITEMS = """query ($board: [ID!]) { boards(ids: $board) { items_page(limit: 200) { items {
id name url column_values { id text } } } } }"""
def monday(query, **variables):
resp = http.post("https://api.monday.com/v2", json={"query": query, "variables": variables},
headers={"Authorization": credentials.secret("MONDAY_API_TOKEN"), "API-Version": "2024-10"})
resp.raise_for_status()
return resp.json()["data"]
def send_email(to, subject, text):
msg = EmailMessage()
msg["To"], msg["Subject"] = to, subject
msg.set_content(text)
gmail = build("gmail", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
gmail.users().messages().send(userId="me", body={"raw": base64.urlsafe_b64encode(msg.as_bytes()).decode()}).execute()
@on_trigger
def run(event):
items = monday(ITEMS, board=[BOARD])["boards"][0]["items_page"]["items"]
cols = [{c["id"]: c["text"] for c in i["column_values"]} for i in items]
by_status, by_source = Counter(c.get("status") for c in cols), Counter(c.get("source") for c in cols)
counts = f"By status: {dict(by_status)}\nBy source: {dict(by_source)}"
notes = ai.generate(f"This month:\n{counts}\nLast month:\n{state.get('last') or 'none'}", max_output_tokens=300,
system="Write 3 short bullet points on what changed and what to look at.").text
send_email(ME, f"Lead report: {len(items)} leads", f"{counts}\n\n{notes}")
state.set("last", counts)
return {"leads": len(items)}FAQ
Common questions
Which columns does it use?
Can it compare with last month?
Can it send weekly instead?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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