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Weekly

Write a weekly report Doc from your numbers and post it to Slack

Every Monday last week's numbers become a written report in Google Docs, and the key points and link are posted to Slack.

Runs
Weekly
Apps
Google Docs, Slack
AI
Yes, uses the built-in AI allowance
Access
service account; chat:write

Send this to your assistant

Create a ClickRuntime automation: every Monday, turn last week's numbers in my Metrics sheet into a written report in Google Docs and post the key points and link to #marketing.

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

A marketing lead at a small online shop tracks visits, sign-ups, orders and ad spend in a sheet. Every Monday she turns those numbers into a short written update for the founders: what went up, what went down, and why it might have happened. The writing takes most of a morning that should go to planning the week.

This automation reads last week's row of numbers, compares it with the week before, and has AI write a short report in a new Google Doc. The highlights and the link are posted to Slack, so everyone starts the week with the same picture.

What you get out of it

  • Monday mornings back

    The report is written before you open your laptop. You review and add context instead of writing from scratch.

  • Numbers with words around them

    Founders and colleagues who skip spreadsheets will read a few sentences. Explaining the change week over week makes the numbers useful to more people.

  • A running archive of reports

    Each week gets its own Doc, so you can look back at what was said in any month. That history helps in quarterly reviews.

  • Everyone sees the same update

    Posting the key points in Slack means the whole team works from one version. Questions and discussion happen in the thread, next to the link.

How it works

What happens, step by step

  1. Every Monday, ClickRuntime reads the last two weeks of numbers from your Metrics sheet.

  2. AI writes a short report comparing them and pointing out the main changes.

  3. The report is saved as a new Google Doc.

  4. The key points and the link are posted to your #marketing channel in Slack.

Before it runs live

  • Connect Google Docs
  • Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)

What you get

RunsWeekly
Write a weekly report Doc from your numbers and post it to Slacktoday, 9:00Succeeded
Slack · #marketing📊 Week of 12 Oct: Sign-ups up 18% after the Acme newsletter feature; ad spend flat; orders down 4%.

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 Google Sheets
  • Combine it with other Google Docs and Slack 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.
periodic_reports_written_to_docs_and_posted_to_slack.pyexample
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, ai, notify

SHEET_ID = "your-spreadsheet-id"

@on_trigger
def run(event):
    creds = Credentials(credentials.connection("google", "work"))
    rows = build("sheets", "v4", credentials=creds, cache_discovery=False).spreadsheets().values().get(
        spreadsheetId=SHEET_ID, range="Metrics!A1:Z").execute().get("values", [])
    header, prev, last = rows[0], rows[-2], rows[-1]
    table = "\n".join(f"{h}: {p} -> {l}" for h, p, l in zip(header, prev, last))
    try:
        report = ai.generate(table, system="Write a short weekly report: summary, what changed and possible reasons, next steps.", max_output_tokens=900).text
        points = ai.generate(report, system="Give 3 one-line key points.", max_output_tokens=150).text
    except ai.AIError:
        report = points = table
    docs = build("docs", "v1", credentials=creds, cache_discovery=False).documents()
    doc = docs.create(body={"title": f"Weekly report - week of {last[0]}"}).execute()
    docs.batchUpdate(documentId=doc["documentId"], body={"requests": [{"insertText": {"location": {"index": 1}, "text": report}}]}).execute()
    notify.slack(f"📊 Week of {last[0]}\n{points}\nhttps://docs.google.com/document/d/{doc['documentId']}", channel="#marketing")
    return {"doc": doc["documentId"]}

FAQ

Common questions

How should the sheet be laid out?
One row per week with the week's start date in the first column and one metric per column, such as visits, sign-ups, orders and spend.
Can it cover finance numbers instead of marketing?
Yes. Any weekly figures work, such as revenue, costs and cash. Only the sheet and the channel change.
Can I post it on a different day?
Yes. Monday is common, but the report can run any day of the week or once a month.
What permissions does it need?
service account; chat:write. 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 (weekly). 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 “Write a weekly report Doc from your numbers and post it to Slack” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.