Monthly

Save a monthly report to OneDrive and share it in Teams

At the start of each month a report with last month's figures and a short summary is saved to OneDrive and posted to your Teams channel.

Runs: Monthly
Apps: Microsoft Teams, OneDrive
AI: Yes, uses the built-in AI allowance
Access: Files.ReadWrite, ChannelMessage.Send

Send this to your assistant

Create a ClickRuntime automation: on the 1st of every month, build a report from last month's figures with a short summary, save it to OneDrive under Reports, and post the link in our Teams channel.

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

Add to ChatGPT Add to Claude

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

Why use it

Why teams use this automation

Teams that run on Microsoft 365 often discuss results in a Teams channel but produce the monthly report by hand, attaching a file to an email that half the team never opens.

Posting the report link directly in the channel where the team already talks, with a short summary on top, gets the numbers seen and discussed, and keeps every month's report in the same OneDrive folder.

What you get out of it

Seen where the team talks
The report appears in the Teams channel. Questions and discussion happen right under it.
Summary first
AI writes a few lines on what changed. People who won't open the file still get the key points.
Every month in one folder
Reports are saved side by side in OneDrive. Comparing months is easy.
Out on the 1st
Nobody has to remember to build or post it.

How it works

What happens, step by step

On the 1st of each month it fetches last month's figures.
AI writes a short summary of the main changes.
The report is saved to your OneDrive Reports folder and a share link is created.
The summary and link are posted to your Teams channel.

Before it runs live

Connect Microsoft Teams
Connect OneDrive

What you get

RunsMonthly

Save a monthly report to OneDrive and share it in Teamstoday, 9:00Succeeded

Teams · ManagementSeptember 2026 report: new bookings up 9%, driven by Acme and Northwind renewals. Open the report

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 Microsoft Teams and OneDrive 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_report_pdf_saved_to_onedrive_and_shared_in_teams.pyexample

GRAPH = "https://graph.microsoft.com/v1.0"
from datetime import date, timedelta
from clickruntime import on_trigger, credentials, http, ai

DATA_URL = "https://reports.example.com/kpis/last-month"
TEAM_ID, CHANNEL_ID = "your-team-id", "your-channel-id"

@on_trigger
def run(event):
    kpis = http.get(DATA_URL, headers={"Authorization": f"Bearer {credentials.secret('METRICS_TOKEN')}"}).json()
    month = (date.today().replace(day=1) - timedelta(days=1)).strftime("%B %Y")
    figures = "\n".join(f"{k}: {v}" for k, v in kpis.items())
    summary = ai.generate(figures, system="Summarise these monthly figures in three short plain sentences.", max_output_tokens=160).text
    h = {"Authorization": f"Bearer {credentials.connection('microsoft', 'work')}"}
    item = http.put(f"{GRAPH}/me/drive/root:/Reports/{month}.txt:/content", headers=h,
                    data=f"{month}\n\n{summary}\n\n{figures}".encode()).json()
    link = http.post(f"{GRAPH}/me/drive/items/{item['id']}/createLink", headers=h,
                     json={"type": "view", "scope": "organization"}).json()["link"]["webUrl"]
    html = f"<b>{month} report</b><br>{summary}<br><a href='{link}'>Open the report</a>"
    http.post(f"{GRAPH}/teams/{TEAM_ID}/channels/{CHANNEL_ID}/messages", headers=h, json={"body": {"contentType": "html", "content": html}}).raise_for_status()
    return {"month": month}

FAQ

Common questions

Where do the figures come from?

Any source with a web address that returns your numbers, such as a reporting endpoint or database view.

Who can open the link?

People in your organisation. You can limit it to specific people instead.

Can it mention the team in the post?

Yes. It can mention the channel so everyone gets a notification.

What permissions does it need?

Files.ReadWrite, ChannelMessage.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 (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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