Weekly

List deals that have gone quiet

Every Monday you get open deals with no changes in two weeks, grouped by owner.

Runs: Weekly
Apps: ActiveCampaign
AI: Not needed
Access: API key

Send this to your assistant

Create a ClickRuntime automation: every Monday at 8am, email me open ActiveCampaign deals not updated in 14 days, grouped by owner.

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

Pipelines in ActiveCampaign fill up with deals that nobody has touched for weeks. A deal sits in Negotiation because the champion went quiet, or a rep forgot it after a holiday. These deals still count in forecasts, inflate the pipeline total and make the next quarter look healthier than it is. Leadership plans hiring and spending around numbers that include dead opportunities.

Every week the automation lists open deals, keeps those whose last modified date (mdate) is older than 14 days, groups them by owner and emails the result. Each owner sees which of their deals need a decision: follow up, move on or close as lost.

It works for sales teams of any size that review pipeline weekly, and for founders who run their own deals and would like a nudge.

What you get out of it

Forecasts reflect real opportunities
Deals that cannot be revived get closed, so the open pipeline total is closer to what could actually be won. Plans built on it are less likely to be wrong. A pipeline that holds only real deals makes hiring and spend decisions safer.
Reps decide instead of drifting
A named list makes it hard to ignore a deal. Each one is either followed up or closed, which turns vague hope into a clear next step. Deals close out sooner and the reasons for losing are recorded while still remembered.
Warm deals are rescued
Some stale deals only need a nudge. A reminder after two weeks of silence can restart a conversation that would otherwise fade. Sometimes a single message from a rep is enough to restart the conversation.
Pipeline reviews get shorter
When the stale list is already prepared, the weekly meeting skips the hunt for old deals and spends its time on the ones that can still move. The meeting then spends its time on strategy, not archaeology.
Cleaner data for reports
Closing lost deals promptly gives a more accurate win rate and cycle length. Reports about conversion stop being distorted by deals that were never going to close. Leadership trusts the numbers more when the pipeline is regularly pruned.

How it works

What happens, step by step

Every Monday ClickRuntime looks at your open ActiveCampaign deals.
It picks out the ones with no changes in the last 14 days.
It groups them by deal owner.
You get one email listing each owner's quiet deals with the date they were last updated. If none are stale, no email is sent.

Before it runs live

Connect ActiveCampaign

What you get

RunsWeekly

List deals that have gone quiettoday, 9:00Succeeded

Email · Open deals untouched for 14 daysAlex Kim Acme expansion (last update 2026-09-28)

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 ActiveCampaign 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_clean_up_reminder.pyexample

from collections import defaultdict
from datetime import datetime, timedelta, timezone
from clickruntime import on_trigger, credentials, http, notify

BASE = "https://acme.api-us1.com/api/3"

@on_trigger
def run(event):
    h = {"Api-Token": credentials.secret("ACTIVECAMPAIGN_API_KEY")}
    data = http.get(f"{BASE}/deals", params={"filters[status]": 0, "limit": 100, "include": "owner"}, headers=h).json()
    owners = {u["id"]: f"{u['firstName']} {u['lastName']}" for u in data.get("users", [])}
    cutoff = datetime.now(timezone.utc) - timedelta(days=14)
    by_owner = defaultdict(list)
    for d in data["deals"]:
        if datetime.fromisoformat(d["mdate"]) < cutoff:
            by_owner[owners.get(d["owner"], "No owner")].append(f"  {d['title']} (last update {d['mdate'][:10]})")
    if by_owner:
        notify.email_me("Open deals untouched for 14 days",
                        "\n\n".join(f"{o}\n" + "\n".join(rows) for o, rows in by_owner.items()))
    return {"owners": len(by_owner)}

FAQ

Common questions

Why 14 days and not another number?

Fourteen days is a common point where a deal without activity is at risk. The threshold is a simple number in the filter, so a team with a long sales cycle can raise it to 30 days or lower it to 7.

Does a note or task update count as movement?

The check uses the deal's last modified date. Whether a note or task changes that date depends on ActiveCampaign, so if you want activity to count, tell your AI assistant and the logic can check notes too.

Are won and lost deals excluded?

Yes. Only open deals are listed, so closed ones never appear in the reminder. If you also want to review deals that were closed without a reason, that would be a separate list. They also stay out of the owner groupings, so each person's section only holds live opportunities.

What permissions does it need?

API key. 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 (weekly). 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.

On a schedule