Daily

Turn your daily sales sheet into Trello follow-ups

Each day your sales figures are reviewed and the follow-ups worth doing arrive as Trello cards.

Runs: Daily
Apps: Google Sheets, Trello
AI: Yes, uses the built-in AI allowance
Access: Sheets read; Trello write

Send this to your assistant

Create a ClickRuntime automation: every morning, look at my sales sheet, work out which follow-ups are worth doing, and create a Trello card for each one.

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

The founder of a small wholesale business keeps daily sales by customer and product in a Google Sheet. The numbers are all there, but nobody has time to read them closely every day. A regular customer quietly stops ordering, a product sells out faster than usual, and the team only notices at the end of the month when the chance to act has passed.

This automation reviews the sheet every morning and turns what stands out into Trello cards, such as calling a customer whose orders dropped or reordering stock, so the team acts on the numbers the same week.

What you get out of it

Numbers turn into actions
A spreadsheet tells you what happened, but a card tells someone what to do next. Each card describes one follow-up with the figures behind it. The team does not have to interpret the sheet themselves.
Problems are caught early
A drop in a customer's orders or a sudden spike in one product shows up the next morning. You can call the customer or adjust stock while it still makes a difference. Waiting for the monthly review costs sales.
Follow-ups go to the board you already use
The cards land in the Trello list where the team plans its day. They can be assigned, discussed and closed like any other task. No new tool to check.
No analyst needed
Small teams rarely have someone whose job is to read sales data every day. The daily review happens anyway, without adding hours to anyone's week. You keep the sheet exactly as it is.
A record of what was acted on
Closed cards show which follow-ups were done and when. Over time you can see which actions led to repeat orders. That helps you decide where to spend effort.

How it works

What happens, step by step

Every morning, ClickRuntime reads the recent rows of your sales sheet.
AI looks for what stands out, such as customers ordering less or products selling faster than usual.
It suggests a short list of follow-ups, each with the figures behind it.
A Trello card is created for each follow-up in your chosen list.

Before it runs live

Connect your Google Sheets account and pick the spreadsheets it may use
Connect Trello

What you get

RunsDaily

Turn your daily sales sheet into Trello follow-upstoday, 9:00Succeeded

Trello · Follow-upsCall Northwind Traders: orders down from 40 to 12 units a week since 2 October

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 Google Sheets and Trello 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.

sales_sheet_insights_to_trello_tasks.pyexample

from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, ai

SHEET_ID = "your-spreadsheet-id"
LIST_ID = "your-trello-list-id"
SCHEMA = {"type": "object", "properties": {"actions": {"type": "array", "items": {"type": "object",
          "properties": {"title": {"type": "string"}, "detail": {"type": "string"}}, "required": ["title", "detail"]}}}, "required": ["actions"]}

@on_trigger
def run(event):
    sheets = build("sheets", "v4", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
    rows = sheets.spreadsheets().values().get(spreadsheetId=SHEET_ID, range="Sales!A1:F").execute().get("values", [])
    table = "\n".join(",".join(r) for r in [rows[0]] + rows[-300:]) if rows else ""
    if not table:
        return {"cards": 0}
    result = ai.generate(["Review these sales rows. Suggest up to 5 concrete follow-ups (customers to call, stock to reorder), each with the figures behind it.",
                          table], json_schema=SCHEMA, max_output_tokens=800).json
    auth = {"key": credentials.secret("TRELLO_KEY"), "token": credentials.secret("TRELLO_TOKEN")}
    for a in result["actions"][:5]:
        http.post("https://api.trello.com/1/cards", params={**auth, "idList": LIST_ID, "name": a["title"], "desc": a["detail"]})
    return {"cards": len(result["actions"][:5])}

FAQ

Common questions

What does my sheet need to look like?

One row per sale or per day with a date, a customer or product, and an amount is enough. Extra columns such as region or salesperson give the review more to work with.

How many cards does it create each day?

Only a handful of the most useful follow-ups, not one per row. On a quiet day it may create none, so the board does not fill up with noise.

Can the cards go to different lists?

Yes. Cards can be sent to one inbox list, or split by type, for example customer follow-ups in one list and stock actions in another.

What permissions does it need?

Sheets read; Trello 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 (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.

Daily