On a schedule

Get overdue tasks every morning

Each morning you see every task past its due date with the contact or deal it belongs to.

Runs: On a schedule
Apps: ActiveCampaign
AI: Not needed
Access: API key

Send this to your assistant

Create a ClickRuntime automation: every weekday at 8am, email me all overdue ActiveCampaign tasks with the contact or deal name and due date.

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

Tasks in ActiveCampaign tell reps what to do next: call the contact, send the proposal, follow up after the demo. When a task passes its due date, nothing happens on its own. It stays in the list, buried under newer ones, and the deal it belongs to cools. A rep with 30 open deals can easily forget that three follow-ups are late, and the customer takes silence as disinterest.

Each morning, the automation lists deal tasks that are not done and whose due date is before now, then emails the list to you. Each line names the task, the deal and how late it is, so you can clear them before the day gets busy.

This suits sales managers who want a short list of what has slipped across the team, and individual reps who live in their inbox and not in ActiveCampaign.

What you get out of it

Follow-ups get done instead of forgotten
A morning list of late tasks makes the slipped ones impossible to miss. Prospects who were waiting for a call get one, and fewer deals die from simple neglect. The cost of a missed follow-up is a lost deal, so the benefit adds up quickly.
Managers can coach with specifics
Seeing which tasks are late and who owns them lets a manager raise the issue in a one-to-one with facts, rather than a vague sense that follow-up is slow. It also shows who is overloaded and may need tasks reassigned.
Deals stay warm
A task due last Friday for a deal in Proposal is exactly the kind of delay that loses business. Catching it on Tuesday morning limits the damage. Recovering a stalled deal costs far less than finding a new one.
Task lists stay honest
Tasks that are no longer needed get closed because the digest keeps naming them. The list becomes a reliable picture of real work instead of a pile of old reminders.
Inbox first, no extra tool
The list is an email, so people read it where they already are. No one has to build a saved view in ActiveCampaign or remember to check it. It works on a phone as well.

How it works

What happens, step by step

Every morning at 8 ClickRuntime looks at your unfinished ActiveCampaign tasks.
It picks out the ones past their due date and looks up the deal or contact each belongs to.
You get one email listing each overdue task with its due date and the deal or contact. If nothing is overdue, no email is sent.

Before it runs live

Connect ActiveCampaign

What you get

RunsOn a schedule

Get overdue tasks every morningtoday, 9:00Succeeded

Email · 4 overdue ActiveCampaign tasks2026-10-16 Call about contract (Northwind renewal)

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 ActiveCampaign 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_task_digest.pyexample

from datetime import datetime, timezone
from clickruntime import on_trigger, credentials, http, notify

BASE = "https://acme.api-us1.com/api/3"

@on_trigger
def run(event):
    h = {"Api-Token": credentials.secret("ACTIVECAMPAIGN_API_KEY")}
    tasks = http.get(f"{BASE}/dealTasks", params={"filters[status]": 0, "limit": 100}, headers=h).json()["dealTasks"]
    now = datetime.now(timezone.utc)
    overdue = [t for t in tasks if t.get("duedate") and datetime.fromisoformat(t["duedate"]) < now]
    lines = []
    for t in overdue:
        kind = "deals" if t["reltype"] == "Deal" else "contacts"
        rel = http.get(f"{BASE}/{kind}/{t['relid']}", headers=h).json()
        name = rel.get("deal", {}).get("title") or rel.get("contact", {}).get("email", "-")
        lines.append(f"{t['duedate'][:10]}  {t['title'] or t['note'][:60]}  ({name})")
    if lines:
        notify.email_me(f"{len(lines)} overdue ActiveCampaign tasks", "\n".join(lines))
    return {"overdue": len(lines)}

FAQ

Common questions

Does it include tasks that belong to contacts and not to deals?

The current steps list deal tasks. Contact tasks can be added as a second list in the same email, which your AI assistant can set up and show you before it goes live. That keeps one email for the whole picture.

How is overdue decided?

A task counts as overdue when it is not marked done and its due date is earlier than the moment the digest runs. A task due today later in the day is not listed until tomorrow.

Can each rep get only their own tasks?

Yes. Tasks carry an owner, so the digest can be split by assignee and sent to each person, with a combined copy for the manager, so nobody wades through colleagues' lists. Only what is overdue for that person appears in their copy.

What permissions does it need?

API key. 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.

Weekly