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Daily

Get a Pipedrive brief by email before each sales meeting

Each morning you get one email with the deal stage, value, recent notes and past activities for everyone you're meeting that day.

Runs
Daily
Apps
Gmail, Pipedrive
AI
Yes, uses the built-in AI allowance
Access
Pipedrive read; Gmail send

Send this to your assistant

Create a ClickRuntime automation: every morning, look at today's meeting activities in Pipedrive and email me a short brief for each one with deal stage, value, last notes and recent activities.

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

An account executive has five calls on Tuesday. Before each one she opens Pipedrive, finds the person, clicks into the deal, scrolls through notes from the last three months and tries to remember what was promised. With calls back to back, the later ones get no preparation at all, and the prospect notices.

This automation does the preparation before the day starts. It finds today's meetings in Pipedrive, gathers the deal, notes and recent activities for each, and has AI condense them into a short brief per meeting, sent to your inbox from your own Gmail. You read it with your coffee and go into every call knowing where things stand.

What you get out of it

  • Every meeting is prepared for

    Even the fourth call of the day starts with the deal stage, value and last conversation in front of you.

  • One email instead of many tabs

    All of the day's meetings are summarised in one message, in time order.

  • Open questions are not forgotten

    Recent notes are condensed into what was discussed and what was promised, so follow-ups are not dropped.

  • Works on your phone

    The brief is an ordinary email, easy to read between meetings or on the way to one.

  • Quiet days stay quiet

    If there are no meetings in Pipedrive for the day, no email is sent.

How it works

What happens, step by step

  1. Every morning at the time you choose, ClickRuntime looks up today's meetings in Pipedrive.

  2. For each meeting it gathers the deal stage and value, the latest notes and recent activities.

  3. AI condenses each meeting's history into a short brief with open points to cover.

  4. The briefs are sent to you as one email from your Gmail, and nothing is sent on days without meetings.

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 Pipedrive

What you get

RunsDaily
Get a Pipedrive brief by email before each sales meetingtoday, 9:00Succeeded
Email · Morning brief10:00 Acme Retail renewal: Proposal stage, 24,000 EUR. Last call they asked for SSO pricing, still to send. Ask about the procurement timeline.

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 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.
pre_meeting_brief_from_pipedrive_by_email.pyexample
import base64
from datetime import date
from email.message import EmailMessage
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, ai

API = "https://api.pipedrive.com"
ME = "me@example.com"

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('pipedrive', 'work')}"}
    today = date.today().isoformat()
    meetings = [a for a in http.get(f"{API}/v1/activities", headers=headers, params={"type": "meeting", "start_date": today, "end_date": today, "done": 0}).json()["data"] or [] if a.get("deal_id")]
    if not meetings:
        return {"meetings": 0}
    parts = []
    for m in meetings:
        deal = http.get(f"{API}/api/v2/deals/{m['deal_id']}", headers=headers).json()["data"]
        notes = http.get(f"{API}/v1/notes", headers=headers, params={"deal_id": m["deal_id"], "limit": 5, "sort": "add_time DESC"}).json()["data"] or []
        parts.append(f"{m.get('due_time')} {m['subject']} | deal {deal['title']} {deal['value']} {deal['currency']} stage {deal['stage_id']}\n" + "\n".join(n["content"][:400] for n in notes))
    brief = ai.generate("Write a short pre-meeting brief for each meeting: who, deal, where it stands, open points.\n\n" + "\n\n".join(parts), max_output_tokens=1200).text
    msg = EmailMessage()
    msg["To"], msg["Subject"] = ME, f"Today's meetings: {len(meetings)}"
    msg.set_content(brief)
    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()
    return {"meetings": len(meetings)}

FAQ

Common questions

Where does it find my meetings?
From activities of type meeting in Pipedrive that are due today and assigned to you. If you book meetings in a calendar instead, your AI assistant can change it to read your Google Calendar.
How long is each brief?
A few lines per meeting: who, which deal, stage and value, what happened last and anything still open. You can ask for more or less detail.
What time does it arrive?
At the time you choose, such as 7:30 each weekday, in your own time zone.
What permissions does it need?
Pipedrive 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 (daily). 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 Pipedrive brief by email before each sales meeting” from your assistant

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