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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.

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 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

  1. Every Friday, ClickRuntime collects this week's calls, tasks and meetings from Salesforce for each rep.

  2. AI reads each rep's activity and writes a short coaching note on what went well and what to improve.

  3. You get one email with a note for every rep and their activity count.

Before it runs live

  • Connect Salesforce

What you get

RunsOn a schedule
Get a weekly coaching note on each reptoday, 9:00Succeeded
Email · Weekly sales coaching notesSam Carter (34 activities) Strong call volume and 3 demos booked. Most tasks are still open; try closing out follow-ups the same day.

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 Slack
  • Combine it with other Salesforce 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.
weekly_ai_sales_activity_coaching_report.pyexample
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?
Tasks and Events with dates in the past seven days, grouped by OwnerId. That covers logged calls, emails and meetings if reps record them as activities. Activity that lives only in another tool will not appear.
Is the report meant to rank reps against each other?
It summarizes each rep's week, but the content is up to you. The tone is descriptive. Many managers use it as a prompt for coaching conversations rather than as a leaderboard, since activity alone does not measure quality.
Can the note go to the reps as well as to me?
Yes, the recipients are part of the setup. You could send each rep only their own note or send the full report to leadership. Check your company's norms first, since some teams prefer coaching data stays with managers.
What permissions does it need?
api (read). Nothing else in your accounts is used.
Does it need AI?
Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly 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 weekly coaching note on each rep” from your assistant

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