Weekly
Post a weekly Airtable pipeline report in Slack
Every Monday your sales channel gets deal counts and values by stage, totalled from your Airtable base.
- Runs
- Weekly
- Apps
- Airtable, Slack
- AI
- Not needed
- Access
- Airtable read; Slack chat:write
Send this to your assistant
Create a ClickRuntime automation: every Monday, total my Airtable deals by stage and post a pipeline report to #sales.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A small sales team tracks deals in Airtable. On Monday mornings the founder wants to know how much is in each stage, and someone builds the numbers by filtering views and adding up columns, then types them into Slack. Some weeks it happens, some weeks it does not.
This automation reads the deals table each Monday, totals count and value by stage, and posts the summary in your sales channel, so the week starts with the same numbers in front of everyone.
What you get out of it
A shared starting point for the week
Everyone sees the same pipeline figures before the Monday meeting, so the discussion is about what to do, not what the numbers are.
Trends become visible
A weekly post builds a running history in the channel. Scrolling back shows whether the proposal stage is growing or quietly emptying.
No one has to remember
The report goes out whether the person who usually builds it is busy, ill or on holiday.
Airtable stays the record
Reps keep updating deals where they already work. The report reads from it, so there is no second spreadsheet to maintain.
How it works
What happens, step by step
Every Monday morning ClickRuntime reads the deals in your Airtable table.
It adds up the number of deals and their total value for each stage.
A short report with one line per stage is posted in your #sales Slack channel.
Before it runs live
- Connect Airtable
- Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)
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
- Add an AI step, for example to summarize, sort or draft a reply
- Add another app, for example also send it to Google Sheets
- Combine it with other Airtable and Slack steps into one automation
Under the hood
The code that runs this automation
from collections import defaultdict
from clickruntime import on_trigger, credentials, http, notify
BASE_ID = "appXXXXXXXXXXXXXX"
TABLE = "Deals"
@on_trigger
def run(event):
headers = {"Authorization": f"Bearer {credentials.secret('AIRTABLE_API_KEY')}"}
totals, offset = defaultdict(lambda: [0, 0.0]), None
while True:
params = {"fields[]": ["Stage", "Amount"], **({"offset": offset} if offset else {})}
page = http.get(f"https://api.airtable.com/v0/{BASE_ID}/{TABLE}", headers=headers, params=params).json()
for rec in page.get("records", []):
stage = rec["fields"].get("Stage", "No stage")
totals[stage][0] += 1
totals[stage][1] += float(rec["fields"].get("Amount") or 0)
offset = page.get("offset")
if not offset:
break
lines = [f"• {stage}: {n} deals, ${v:,.0f}" for stage, (n, v) in sorted(totals.items())]
notify.slack("Weekly pipeline\n" + "\n".join(lines), channel="#sales")
return {"stages": len(lines)}FAQ
Common questions
Which fields does it use?
Can it leave out closed deals?
Can I report by owner or category instead of stage?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
Related
You might also like
Recreate recurring Airtable tasks when they are done
When a recurring task is marked done in Airtable, the next one is created with the right due date and its owner hears about it in Slack.
See how it worksSend each person their due Airtable tasks in Slack every morning
Every weekday morning each teammate gets a Slack message listing their Airtable tasks due today or overdue.
See how it worksTrack news on your topics in Airtable and Slack
Each morning new articles on your topics are added to an Airtable table, without duplicates, and posted to Slack.
See how it worksKeep exploring
Set up “Post a weekly Airtable pipeline report in Slack” from your assistant
Copy the prompt above, or connect your assistant first. Free plan, no credit card.