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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.

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

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

  1. On the 1st of each month ClickRuntime reads every item on your monday.com leads board.

  2. It counts leads by status and by source.

  3. AI writes a few lines on what stands out, compared with last month.

  4. 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

RunsOn a schedule
Get a monthly lead report from your monday.com boardtoday, 9:00Succeeded
Email · Lead report: 84 leadsBy status: New 31, Contacted 28, Qualified 17, Won 8 • Referrals doubled and convert best; webinar leads mostly stall at Contacted

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 Gmail and 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_monday_com_lead_report_by_email.pyexample
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?
Your status column and a source column. You tell it their names when you set it up.
Can it compare with last month?
Yes. It remembers last month's counts and the commentary mentions the changes.
Can it send weekly instead?
Yes. Ask your AI assistant to change the schedule.
What permissions does it need?
monday boards:read; gmail.send. 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 (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 “Get a monthly lead report from your monday.com board” from your assistant

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