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Weekly

Get alerts about deals nobody has touched

Each week you see the records that haven't changed in two weeks, before they're forgotten.

Runs
Weekly
Apps
Airtable
AI
Not needed
Access
data.records:read

Send this to your assistant

Create a ClickRuntime automation: every Monday at 9am, email me the deals in my Airtable Pipeline table that haven't been modified in 14 days.

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

Every Airtable base has records that nobody has touched in weeks: a lead that was never followed up, a project that stalled, an equipment item still marked as checked out, a client row not updated since the contract changed. They sit among the active ones and look just as important. Because nothing marks them as neglected, reports include them, people assume someone else is handling them, and the real state of the work is hidden.

Every week, the automation filters records by the number of days since they were last modified (DATETIME_DIFF with LAST_MODIFIED_TIME) and emails you the list of those older than your limit, 14 days in the default setup. Each line gives you the record and how long it has been idle.

It is helpful for project trackers, CRMs, asset registers and any base where records are supposed to move.

What you get out of it

  • Neglected work comes to the surface

    A list of untouched records each week makes it hard for any item to stay forgotten for a quarter. Someone has to either act on it or close it. Someone has to decide, and the list makes sure they do.

  • Leads and projects do not quietly die

    A lead idle for two weeks is often a lost deal. A short reminder prompts a follow-up while the contact still remembers you. Work that is losing momentum is much easier to rescue in week two than in week ten, so a prompt matters.

  • Reports reflect the real state

    Closing or updating stale records means counts of open items are accurate. Planning and forecasting based on the table is less likely to mislead. That is better than planning around items that stopped moving long ago.

  • Accountability is clear

    The list shows exactly which records have been idle, so a manager can ask the owner a specific question instead of a general one about progress. Concrete questions get concrete answers, which makes the weekly check-in much shorter.

  • Housekeeping becomes routine

    A short weekly list is quicker to clear than a yearly spring clean of thousands of rows. The base stays tidy without a big project. That keeps the base useful for everyone.

How it works

What happens, step by step

  1. Once a week, the automation looks for Airtable records that nobody has changed in the last 14 days.

  2. It lists each one with its stage and owner, such as a deal stuck in Proposal.

  3. You get an email with the list, so those records can be picked up before they're forgotten.

Before it runs live

  • Connect Airtable

What you get

RunsWeekly
Get alerts about deals nobody has touchedtoday, 9:00Succeeded
Email · 5 deals untouched for 14+ days• Northwind expansion · Proposal · Sam • Acme pilot · Discovery · Lee

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 Airtable 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_record_alert.pyexample
from clickruntime import on_trigger, credentials, http, notify

BASE_ID = "appXXXXXXXXXXXXXX"

@on_trigger
def run(event):
    deals = http.get(f"https://api.airtable.com/v0/{BASE_ID}/Pipeline",
                     headers={"Authorization": f"Bearer {credentials.connection('airtable', 'work')}"},
                     params={"filterByFormula": "DATETIME_DIFF(NOW(), LAST_MODIFIED_TIME(), 'days') > 14"}).json()["records"]
    if not deals:
        return {"stale": 0}
    lines = [f"• {d['fields'].get('Deal')} · {d['fields'].get('Stage', '')} · {d['fields'].get('Owner', '')}" for d in deals]
    notify.email_me(f"{len(deals)} deals untouched for 14+ days", "\n".join(lines))
    return {"stale": len(deals)}

FAQ

Common questions

What does last modified mean in Airtable?
LAST_MODIFIED_TIME reports when a field in the record was last edited. You can limit it to specific fields, such as Status, so unrelated edits do not make a stuck record look active. Limiting to key fields avoids false activity from minor edits.
Can the number of days be different for each status?
Yes. For instance, 7 days for New and 30 days for On hold. The rule reads the status and applies the matching limit, so each stage has a fair threshold. This works for any status you use in your base.
Will it include completed or archived records?
Not unless you want it to. A condition can exclude records marked Done or Archived, so the list holds only items that are supposed to still be active. That keeps the weekly list short and focused.
What permissions does it need?
data.records:read. 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.

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