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Weekly

Post a weekly HubSpot leads and revenue summary in Slack

Every Monday your sales channel sees last week's new contacts, stage changes and won deals in one short message.

Runs
Weekly
Apps
HubSpot, Slack
AI
Optional
Access
HubSpot contacts/deals read; Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: every Monday, post a summary of last week's new HubSpot contacts, lifecycle changes and deals won to #sales.

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 founder-led sales team runs its Monday meeting from memory. Someone opens HubSpot, filters a few reports and reads numbers aloud while everyone waits. Half the time the numbers are from the wrong date range.

A summary posted before the meeting gives everyone the same picture of last week: how many leads came in, who moved forward and what closed. The meeting can start with decisions instead of lookups.

What you get out of it

  • Everyone starts the week with the same numbers

    The summary is posted in the channel the whole team reads. Nobody needs a HubSpot login or a saved report to know how last week went.

  • Wins get noticed

    Deals won are listed by name and value. Recognising them in the channel is easy, and it keeps the team motivated.

  • Trends show up early

    Seeing new contacts and stage changes each week makes a slow week obvious. You can react while there is still time in the quarter.

  • Less time building reports

    Nobody has to pull the same filters every Monday. That time goes back into selling.

How it works

What happens, step by step

  1. Every Monday morning, ClickRuntime looks at your HubSpot account for the past seven days.

  2. It counts new contacts and contacts that moved to a new lifecycle stage.

  3. It lists the deals marked won, with their amounts and a total.

  4. When you turn on AI, it adds a two-line comment on how the week compared, and the summary is posted in your #sales Slack channel.

Before it runs live

  • Connect HubSpot
  • Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)

What you get

RunsWeekly
Post a weekly HubSpot leads and revenue summary in Slacktoday, 9:00Succeeded
Slack · #salesLast week: 46 new contacts, 12 lifecycle changes, 3 deals won (18,400). Northwind annual plan: 9,600

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 Google Sheets
  • Combine it with other HubSpot and Slack 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_hubspot_lead_and_revenue_report_in_slack.pyexample
from datetime import datetime, timedelta, timezone
from clickruntime import on_trigger, credentials, http, ai, notify

API = "https://api.hubapi.com/crm/v3/objects"

def search(obj, prop, since, props):
    body = {"filterGroups": [{"filters": [{"propertyName": prop, "operator": "GTE", "value": since}]}], "properties": props, "limit": 100}
    return http.post(f"{API}/{obj}/search", json=body,
                     headers={"Authorization": f"Bearer {credentials.secret('HUBSPOT_API_KEY')}"}).json().get("results", [])

@on_trigger
def run(event):
    since = str(int((datetime.now(timezone.utc) - timedelta(days=7)).timestamp() * 1000))
    new = search("contacts", "createdate", since, ["email"])
    moved = search("contacts", "lastmodifieddate", since, ["lifecyclestage"])
    won = [d for d in search("deals", "closedate", since, ["dealname", "amount", "dealstage"]) if d["properties"].get("dealstage") == "closedwon"]
    total = sum(float(d["properties"].get("amount") or 0) for d in won)
    deals = "\n".join(f"- {d['properties']['dealname']}: {d['properties'].get('amount')}" for d in won)
    text = f"Last week: {len(new)} new contacts, {len(moved)} contacts updated, {len(won)} deals won ({total:,.0f}).\n{deals}"
    text += "\n" + ai.generate(f"In two short lines, comment on this sales week:\n{text}", max_output_tokens=120).text
    notify.slack(text, channel="#sales")
    return {"new": len(new), "won": len(won)}

FAQ

Common questions

What counts as a lifecycle change?
A contact moving between HubSpot lifecycle stages, such as from lead to marketing qualified lead or from opportunity to customer, during the past seven days.
Can the summary include deals in progress?
Yes. You can ask for open deals by stage alongside the won deals, so the team also sees what is likely to close next.
Is the revenue figure the deal amount?
It uses the amount on each deal marked won in the past week. If your team records amounts in more than one currency, the summary can list them separately.
What permissions does it need?
HubSpot contacts/deals read; Slack chat:write. Nothing else in your accounts is used.
Does it need AI?
No, but you can ask for an AI step (for example a summary). It then uses ClickRuntime's built-in 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.

Set up “Post a weekly HubSpot leads and revenue summary in Slack” from your assistant

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