Daily

Get your KPI query results every morning

Your saved SQL runs each morning and the results arrive as a table in your inbox.

Runs: Daily
Apps: BigQuery
AI: Not needed
Access: read (Job User + Data Viewer)

Send this to your assistant

Create a ClickRuntime automation: every weekday at 7am, run this BigQuery SQL for daily orders, revenue and refunds and email me the results as a table.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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Why use it

Why teams use this automation

Every business has a handful of numbers somebody checks first thing: yesterday's orders, new trials, active subscribers, support tickets opened, revenue against target. If those numbers live in BigQuery, checking means logging into a console or a BI tool, picking the right saved query and waiting for it to load. Some days nobody does it, and a bad day goes unnoticed until the weekly meeting.

Each day at the time you choose, ClickRuntime runs your saved KPI query against BigQuery, turns the returned rows into a readable table and emails it to you or a distribution list. The query is yours, so the figures match the definitions your team already trusts, and the email is waiting before the day starts.

Founders, ops leads and finance managers tend to use it to replace a morning ritual of opening the same dashboard.

What you get out of it

The day starts with the numbers
Having yesterday's KPIs in the inbox before the first meeting means the conversation begins with facts. Nobody burns the first ten minutes asking what the figures were. Meetings start with decisions rather than data requests.
Bad days get noticed on the day
A sharp drop in signups or a spike in refunds shows up in the next morning's email. Catching it one day later rather than one week later gives time to react.
One query, many readers
The same result can go to executives, team leads and an analyst without anyone exporting a file. Everyone sees identical numbers, which ends disputes about whose spreadsheet is right. A single source of truth in the email replaces several competing exports.
A running archive in email
Each morning's message is a dated snapshot. Looking back at last quarter's launch week is a mailbox search rather than a data pull from BigQuery. Nobody has to remember to save the numbers before they change, because the message does that automatically each day.
Dashboard logins no longer required
People without BI licenses or console access still see the figures. Access to the data stays tight while the answers travel widely. A finance contractor or board adviser can follow the business closely without ever touching the warehouse itself, and that keeps permissions simple.

How it works

What happens, step by step

Every morning, ClickRuntime runs your saved BigQuery query.
It lays the results out as a neat table with a column per figure.
The table arrives in your inbox with the subject "Daily KPIs".

Before it runs live

Connect BigQuery

What you get

RunsDaily

Get your KPI query results every morningtoday, 9:00Succeeded

Email · Daily KPIs day orders revenue 2026-10-18 142 18204.50

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
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other BigQuery 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.

scheduled_kpi_query_email.pyexample

from clickruntime import on_trigger, credentials, http, notify

PROJECT = "my-project"
SQL = """
SELECT DATE(created_at) AS day, COUNT(*) AS orders, ROUND(SUM(total), 2) AS revenue
FROM sales.orders WHERE created_at >= TIMESTAMP_SUB(CURRENT_TIMESTAMP(), INTERVAL 7 DAY)
GROUP BY day ORDER BY day
"""

@on_trigger
def run(event):
    res = http.post(f"https://bigquery.googleapis.com/bigquery/v2/projects/{PROJECT}/queries",
                    headers={"Authorization": f"Bearer {credentials.connection('google', 'work')}"},
                    json={"query": SQL, "useLegacySql": False}).json()
    cols = [f["name"] for f in res["schema"]["fields"]]
    rows = [[c["v"] for c in r["f"]] for r in res.get("rows", [])]
    table = "\n".join("  ".join(f"{v:>12}" for v in row) for row in [cols] + rows)
    notify.email_me("Daily KPIs", table)
    return {"rows": len(rows)}

FAQ

Common questions

Can the email include more than one KPI?

Yes, as long as the query returns them, for example as separate columns or as rows in one result. Combining several metrics into one SQL statement keeps the email compact. Very wide results are easier to read when limited to the figures you actually act on.

What time zone does the daily schedule use?

The run happens at the time set in the schedule. If your query uses a date such as yesterday, be sure the SQL defines that day in the time zone your business reports in, since BigQuery timestamps default to UTC.

Does the email show trends or just today's value?

It shows whatever rows the query returns. If you want a comparison, include previous-day and previous-week columns in the SQL, or return the last seven days as rows. The workflow formats the result but does not alter the numbers.

What permissions does it need?

read (Job User + Data Viewer). Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's 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.

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