The moment it happens

Score leads, create Asana tasks and alert sales in Slack

Hot leads are scored on arrival, turned into Asana tasks and posted to your sales channel so someone picks them up straight away.

Runs: The moment it happens
Apps: Asana, Slack
AI: Yes, uses the built-in AI allowance
Access: Asana write; chat:write

Send this to your assistant

Create a ClickRuntime automation: give me a trigger link for leads. Score each with AI, create an Asana task for hot leads and post them to #sales.

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

A software company's sales team of three shares one inbox for demo requests. Everyone assumes someone else has replied, so promising leads sit for a day. Meanwhile the team spends time on requests from students and competitors doing research. The manager cannot tell which good leads were dropped until the end of the quarter.

Scoring each lead the moment it arrives, and announcing only the promising ones in Slack with a task to claim, makes it clear which leads matter and who is handling them.

What you get out of it

Hot leads get noticed in minutes
A message in #sales is hard to miss, unlike one more email in a shared inbox. Someone can respond while the prospect is still on your site.
Clear ownership
Each hot lead becomes an Asana task that one person takes. Nobody wonders whether a colleague already replied.
Less noise for the sales team
Low-scoring leads stay out of the channel. The team's attention goes to the leads most likely to buy.
A summary to act on
The Slack post and task include the score and a one-line reason. The rep knows what the prospect wants before opening the form.
A record of every hot lead
Asana keeps a list of every promising lead and what happened to it. Reviewing the pipeline at the end of the month takes minutes.

How it works

What happens, step by step

When a lead comes in through your trigger link, ClickRuntime receives their details straight away.
AI scores the lead from 1 to 10 against your description of a good customer and writes a short reason.
Leads above your threshold become Asana tasks in your sales project.
A message with the lead, score and reason is posted to #sales.

Before it runs live

Connect Asana
Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Score leads, create Asana tasks and alert sales in Slackjust nowSucceeded

Slack · #salesHot lead 9/10: Priya at Contoso Health — 300 staff, replacing current tool before January

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

Act only on the items that match your own rules, and skip the rest
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 Asana 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.

qualified_leads_asana_task_slack_alert.pyexample

from clickruntime import on_event, credentials, http, ai, notify

PROJECT_ID = "your-asana-project-id"
IDEAL = "Companies with 50+ staff evaluating a tool this quarter."
SCHEMA = {"type": "object", "properties": {"score": {"type": "integer"}, "reason": {"type": "string"}}, "required": ["score", "reason"]}

@on_event
def handle(event):
    lead = event.json or {}
    try:
        r = ai.generate(f"Ideal customer: {IDEAL}\nLead: {lead.get('name')} at {lead.get('company', '')}\n{str(lead.get('message', ''))[:2000]}",
                        system="Score this lead 1-10 with a one-line reason.", json_schema=SCHEMA, max_output_tokens=100).json
    except ai.AIError:
        r = {"score": 7, "reason": "Not scored, review manually"}
    if r["score"] < 7:
        return {"score": r["score"], "hot": False}
    task = http.post("https://app.asana.com/api/1.0/tasks", headers={"Authorization": f"Bearer {credentials.secret('ASANA_TOKEN')}"},
                     json={"data": {"name": f"{lead['name']} ({lead.get('company', '')}) {r['score']}/10", "notes": r["reason"], "projects": [PROJECT_ID]}}).json()["data"]
    notify.slack(f"Hot lead {r['score']}/10: {lead['name']} at {lead.get('company', '')} — {r['reason']}\n{task['permalink_url']}", channel="#sales")
    return {"score": r["score"], "hot": True}

FAQ

Common questions

What score counts as hot?

You choose the threshold, for example 7 out of 10. Scores are based on your own description of a good customer, so the bar matches your business.

What happens to leads below the threshold?

They are not posted to Slack and no task is created. You can still have them collected in a separate Asana section or emailed to you in a weekly batch if you prefer.

Can it tag a particular salesperson?

Yes. The Slack message can mention a person or a group, and the Asana task can be assigned to a default owner or rotate between the team.

What permissions does it need?

Asana write; 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 for each event the app sends.

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.

The moment it happensAI