On a schedule
Get a weekly coaching note on each rep
Each Friday you get a short summary of every rep's calls, tasks and meetings for the week.
- Runs
- On a schedule
- Apps
- Salesforce
- AI
- Yes, uses the built-in AI allowance
- Access
- api (read)
Send this to your assistant
Create a ClickRuntime automation: every Friday at 4pm, pull this week's Salesforce tasks and events for each rep, write a short coaching note per rep, and email it to me.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A sales director with ten reps has no good way to see who is actually working their deals. Salesforce records tasks and events, but looking at activity per rep means building a report, grouping by owner and comparing weeks. Most directors do it quarterly if at all. The rep who made three calls last week and the one who made sixty look the same until the quota result arrives, and by then the coaching window has closed.
Each week the automation queries Salesforce for Tasks and Events from the past seven days, grouped by owner. ClickRuntime's built-in AI then writes a short note per rep covering volume, mix of calls, emails and meetings, and anything unusual compared to a typical week. The result is emailed to you on the schedule you set. Sales leaders use it as preparation for one-on-ones.
What you get out of it
One-on-ones start from facts
You open the conversation with what the rep actually did last week. That makes coaching specific and less defensive than discussing a hunch about effort. Saying 'you logged six calls on Tuesday and none on Thursday' is far easier than discussing attitude.
Low activity is caught in week one
A rep whose calls fell by half is noticed within seven days, not at quarter-end. Early attention can reveal a personal issue, a tooling problem or a pipeline that has simply dried up.
High performers get recognized
The note also highlights reps whose activity is strong. Specific praise, grounded in a record of what they did, retains good people better than generic thanks at the annual review.
Activity mix tells a story
Seeing calls, emails and meetings per rep shows who relies on email alone or who never books meetings. Directors can coach on the habit that produces results rather than on raw counts.
No analyst time needed each week
Building the grouped report and writing commentary would take an operations person an hour weekly. The automation produces it on its own, so the director gets coaching input without adding to anyone's workload.
How it works
What happens, step by step
Every Friday, ClickRuntime collects this week's calls, tasks and meetings from Salesforce for each rep.
AI reads each rep's activity and writes a short coaching note on what went well and what to improve.
You get one email with a note for every rep and their activity count.
Before it runs live
- Connect Salesforce
What you get
Build your own
Need it to work differently?
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 Salesforce steps into one automation
Under the hood
The code that runs this automation
from collections import defaultdict
from clickruntime import on_trigger, credentials, http, ai, notify
API = "https://yourcompany.my.salesforce.com/services/data/v61.0"
@on_trigger
def run(event):
headers = {"Authorization": f"Bearer {credentials.connection('salesforce', 'work')}"}
query = lambda q: http.get(f"{API}/query", headers=headers, params={"q": q}).json()["records"]
activity = defaultdict(list)
for t in query("SELECT Owner.Name, Subject, Status, ActivityDate FROM Task WHERE CreatedDate = THIS_WEEK"):
activity[t["Owner"]["Name"]].append(f"Task: {t['Subject']} ({t['Status']})")
for e in query("SELECT Owner.Name, Subject, StartDateTime FROM Event WHERE StartDateTime = THIS_WEEK"):
activity[e["Owner"]["Name"]].append(f"Meeting: {e['Subject']}")
notes = []
for rep, items in sorted(activity.items()):
note = ai.generate("\n".join(items)[:4000], max_output_tokens=150,
system="Write a 2-3 sentence supportive coaching note on this rep's week of sales activity.").text
notes.append(f"{rep} ({len(items)} activities)\n{note}")
notify.email_me("Weekly sales coaching notes", "\n\n".join(notes) or "No activity logged this week.")
return {"reps": len(activity)}FAQ
Common questions
Which Salesforce activities are counted?
Is the report meant to rank reps against each other?
Can the note go to the reps as well as to me?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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