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The moment it happens

Research new sign-ups and post strong leads to Slack

When someone signs up, their company is researched and scored, and strong fits are posted to Slack with a short profile.

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

Send this to your assistant

Create a ClickRuntime automation: when my sign-up webhook fires, research the company with Perplexity, score the fit from 1 to 10 against my ideal customer, and post to #leads if the score is 7 or more.

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

When sign-ups arrive faster than the sales team can look at them, the best prospects wait in the queue with everyone else. By the time someone researches them, the trial is half over.

Product-led SaaS teams, founders and sales leads use it to spot the sign-ups worth a personal touch within minutes of them arriving.

What you get out of it

  • Strong fits get attention first

    Only the sign-ups that match your ideal customer reach the channel.

  • Context in the alert

    Each post includes what the company does, its size and why it scored well.

  • Fast follow-up

    A message in Slack within minutes makes a same-day personal welcome easy.

  • A consistent bar

    Every sign-up is judged against the same description of your ideal customer.

How it works

What happens, step by step

  1. When someone signs up, the details arrive at your automation's link straight away.

  2. Perplexity researches the company behind the sign-up.

  3. AI scores the fit from 1 to 10 against your ideal customer and gives a short reason.

  4. Sign-ups that score 7 or more are posted to your Slack channel with the profile and reason.

Before it runs live

  • Connect Perplexity
  • 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
Research new sign-ups and post strong leads to Slackjust nowSucceeded
Slack · #leads🔥 Acme Analytics scored 9/10 · Priya Raman · B2B reporting software, 80 staff, Berlin. Why: right size, sells to finance teams

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 Perplexity 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.
research_new_leads_and_post_scored_profiles_to_slack.pyexample
from clickruntime import on_event, credentials, http, notify, ai

ICP = "B2B software companies with 20-200 staff selling to other businesses in Europe."
SCHEMA = {"type": "object", "properties": {"score": {"type": "integer"}, "reason": {"type": "string"}, "summary": {"type": "string"}}}

def sonar(prompt):
    r = http.post("https://api.perplexity.ai/chat/completions", headers={"Authorization": f"Bearer {credentials.secret('PERPLEXITY_API_KEY')}"},
                  json={"model": "sonar", "messages": [{"role": "user", "content": prompt}]}, timeout=90).json()
    return r["choices"][0]["message"]["content"], [s["url"] for s in r.get("search_results", [])]

@on_event
def handle(event):
    s = event.json or {}
    company = s.get("company") or str(s.get("email", "")).partition("@")[2]
    if not company:
        return {"skipped": "no company"}
    research, links = sonar(f"What does {company} do? Size, market, location, recent news. Short.")
    fit = ai.generate(f"Ideal customer: {ICP}\nResearch:\n{research[:3000]}\nScore the fit 1-10, give a one-line reason "
                      "and a two-line company summary.", json_schema=SCHEMA, max_output_tokens=200).json
    if fit["score"] >= 7:
        notify.slack(f"🔥 *{company}* scored {fit['score']}/10 · {s.get('name', '')} <{s.get('email', '')}>\n"
                     f"{fit['summary']}\n_Why:_ {fit['reason']}\n" + " ".join(f"<{l}|source>" for l in links[:3]), channel="#leads")
    return {"company": company, "score": fit["score"]}

FAQ

Common questions

How is the score decided?
AI compares the research with the ideal customer you describe, such as B2B software companies with 20 to 200 staff in Europe, and gives a score with a reason.
What happens to low scores?
They are not posted. You can ask for a daily list of everyone else if you still want to see them.
What does the sign-up need to include?
An email address with a company domain, or a company name. Personal addresses give little to research.
What permissions does it need?
API key; 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.

Set up “Research new sign-ups and post strong leads to Slack” from your assistant

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