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On a schedule

Get a morning list of deals that have gone quiet

Each weekday, every rep sees which of their Salesforce deals haven't moved in two weeks, with a suggested next step for each.

Runs
On a schedule
Apps
Salesforce, Slack
AI
Optional
Access
api, refresh_token; chat:write

Send this to your assistant

Create a ClickRuntime automation: every weekday morning, find open Salesforce opportunities with no activity in 14 days, suggest a follow-up for each, and post them in #sales grouped by owner.

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

A sales team with forty open opportunities each can't keep every one warm. Deals stall quietly: the champion goes on holiday, the proposal sits unanswered, and by the time the quarter-end review comes round the deal is three weeks colder than anyone thought.

This automation checks Salesforce each morning for open deals with no logged activity in 14 days and posts them to Slack, grouped by owner, each with one suggested follow-up. Reps start the day knowing which deals need a nudge.

What you get out of it

  • Stalls are caught early

    A deal shows up after two quiet weeks, not at the end of the quarter when it's too late to recover.

  • A concrete next step

    Each deal comes with a suggested follow-up based on its stage and history, which makes it easier to act than a bare list.

  • Grouped by owner

    Each rep sees their own deals together, so the post works as a to-do list.

  • Managers see the bottlenecks

    Patterns stand out in the channel, like many deals stuck at the same stage, which points to where the process needs work.

How it works

What happens, step by step

  1. Each weekday morning the automation looks at your open opportunities in Salesforce.

  2. It picks out deals with no logged activity in the last 14 days.

  3. AI suggests one short follow-up for each deal.

  4. The list is posted to #sales, grouped by deal owner, with a link to each opportunity.

Before it runs live

  • Connect Salesforce
  • Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)

What you get

RunsOn a schedule
Get a morning list of deals that have gone quiettoday, 9:00Succeeded
Slack · #salesDana Ruiz: 3 deals with no activity in 14 days - Acme Corp renewal (Proposal): ask whether legal has reviewed the order form

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 Google Sheets
  • Combine it with other Salesforce 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.
stale_deal_and_bottleneck_alerts.pyexample
from collections import defaultdict
from clickruntime import on_trigger, credentials, http, ai, notify

INSTANCE = "https://yourcompany.my.salesforce.com"
API = f"{INSTANCE}/services/data/v61.0"

def soql(headers, q):
    return http.get(f"{API}/query", headers=headers, params={"q": q}).json()["records"]

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('salesforce', 'work')}"}
    opps = soql(headers, "SELECT Id, Name, StageName, Amount, Owner.Name, LastActivityDate FROM Opportunity "
                         "WHERE IsClosed = false AND (LastActivityDate < LAST_N_DAYS:14 OR LastActivityDate = null) LIMIT 60")
    if not opps:
        return {"stale": 0}
    listing = "\n".join(f"{i + 1}. {o['Name']} | {o['StageName']} | last activity {o['LastActivityDate'] or 'never'}"
                        for i, o in enumerate(opps))
    tips = ai.generate("Suggest one short follow-up for each numbered deal. One line per deal, same numbering.\n" + listing,
                       max_output_tokens=1500).text.splitlines()
    tips = [t.split(".", 1)[-1].strip() for t in tips if t.strip()]
    by_owner = defaultdict(list)
    for i, o in enumerate(opps):
        tip = tips[i] if i < len(tips) else ""
        by_owner[o["Owner"]["Name"]].append(f"- <{INSTANCE}/{o['Id']}|{o['Name']}> ({o['StageName']}): {tip}")
    for owner, lines in by_owner.items():
        notify.slack(f"*{owner}*: {len(lines)} deals with no activity in 14 days\n" + "\n".join(lines), channel="#sales")
    return {"stale": len(opps), "owners": len(by_owner)}

FAQ

Common questions

What counts as no activity?
Salesforce's last activity date, which updates when a task or event is logged on the opportunity. Deals with no activity ever are included too.
Can it create follow-up tasks in Salesforce as well?
Yes. Ask your AI assistant to add a task for each stale deal, assigned to the owner, so the reminder lives in Salesforce too.
Can I change the 14 days?
Yes. Shorter cycles might want 7 days, enterprise deals 21 or 30.
What permissions does it need?
api, refresh_token; chat:write. Nothing else in your accounts is used.
Does it need AI?
No, but you can ask for an AI step (for example a summary). It then uses ClickRuntime's built-in AI allowance.
How many runs does it use?
One run each time it runs (on a schedule). 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 morning list of deals that have gone quiet” from your assistant

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