On a schedule

Get a daily list of overdue activities

Each morning you see the calls, meetings and tasks that are past due and not done.

Runs: On a schedule
Apps: Pipedrive
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: every weekday at 8am, email me Pipedrive activities that are overdue and not marked done, grouped by owner.

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

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

Why use it

Why teams use this automation

Pipedrive activities, such as calls, emails and meetings, are the heartbeat of a sales process. But when an activity is not done by its due date, it sits there, turning red, and the rep moves on. A promised callback to a buyer slips for two weeks, a demo follow-up is never sent, and the prospect concludes you are not serious. The missed activity is rarely noticed until the deal is lost.

On a schedule, activities that are not done and have a due date before today are listed and grouped by owner. You receive one email showing each person's overdue items with the deal and the days late. It is a concise list of exactly what has slipped, rather than a general reminder to stay on top of things.

It is helpful for reps who juggle many deals and for managers who want to see follow-through at a glance.

What you get out of it

Promises to buyers get kept
A callback you promised on Tuesday is remembered, not forgotten. Keeping small commitments builds the trust that wins larger deals. Reliability on small promises builds credibility with buyers over weeks of conversation. People buy from those who do what they say.
Slipping deals are spotted early
Overdue activities are often the first sign a deal is stalling. Seeing them promptly lets you rescue the opportunity before the buyer drifts away. A deal with a missed callback and no later contact is nearly always on its way out. Catching that early gives you a chance to save it.
One email, a clear list
Instead of opening Pipedrive and filtering, you get the list in your inbox. It makes it easy to clear a handful of items first thing in the morning. Ten minutes spent clearing the list at the start of the day beats hunting through filters later. It makes catching up a morning habit.
Managers see follow-through
Grouping by owner shows who is keeping up and who is behind. That makes coaching specific, because it is based on facts rather than impressions. Coaching conversations become specific when you can point to three activities that slipped last week rather than a general sense.
Cleaner activity records
Clearing overdue items, by completing or deleting them, keeps the activity list meaningful. Reps then trust their task list instead of ignoring it. A task list people trust is one they actually use. Dead tasks teach reps to ignore reminders altogether, which is worse than having none.

How it works

What happens, step by step

Every weekday at 8 am, the automation finds Pipedrive calls, meetings and tasks that are past due and not marked done.
It groups them by owner.
You get one email listing each person's overdue activities with their type and due date.

Before it runs live

Connect Pipedrive

What you get

RunsOn a schedule

Get a daily list of overdue activitiestoday, 9:00Succeeded

Email · Overdue Pipedrive activitiesAlex Kim - Call Northwind about contract (call, due 2026-10-16)

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
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Pipedrive 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.

overdue_activities_reminder.pyexample

from collections import defaultdict
from datetime import date
from clickruntime import on_trigger, credentials, http, notify

API = "https://api.pipedrive.com"

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('pipedrive', 'work')}"}
    today = date.today().isoformat()
    acts = http.get(f"{API}/api/v2/activities", headers=headers, params={"done": "false", "limit": 500}).json()["data"]
    users = {u["id"]: u["name"] for u in http.get(f"{API}/v1/users", headers=headers).json()["data"]}
    by_owner = defaultdict(list)
    for a in acts:
        if a.get("due_date") and a["due_date"] < today:
            by_owner[users.get(a["owner_id"], "Unknown")].append(f"  - {a['subject']} ({a['type']}, due {a['due_date']})")
    if not by_owner:
        return {"overdue": 0}
    notify.email_me("Overdue Pipedrive activities",
                    "\n\n".join(f"{o}\n" + "\n".join(items) for o, items in sorted(by_owner.items())))
    return {"overdue": sum(len(v) for v in by_owner.values())}

FAQ

Common questions

What counts as overdue?

An activity is overdue if it is not marked done and its due date is earlier than today. Activities due today are not included until the next day, which avoids reminding people about work still in progress.

Will I be told about deals with no activity at all?

No, only existing activities that slipped are listed. Deals with no planned activity are a different problem, and can be added as a separate check if you want to catch them. Deals with nothing planned at all can be listed in a separate check.

Can managers receive everyone's list while reps get their own?

Yes. The grouping by owner supports sending a full report to a manager and individual lists to each rep. Say which you prefer and approve the revised version. A manager's copy can show the whole team, while reps see only their own rows.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's 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.

On a schedule