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Weekly

Email the team a weekly metrics report from a sheet

Every Monday your team gets an email with last week's numbers from your sheet, the change from the week before, and a short summary.

Runs
Weekly
Apps
Google Sheets, SendGrid
AI
Optional
Access
sheet read; Mail Send

Send this to your assistant

Create a ClickRuntime automation: every Monday at 8, read the Weekly tab of my metrics sheet, compare last week with the week before, and email the team a short report through SendGrid.

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

An operations lead keeps signups, revenue, churn and support volume in a shared sheet. Every Monday they copy the numbers into an email, work out the changes and write a few lines on what moved. It takes an hour and is the first thing dropped in a busy week.

The report now builds itself from the sheet: this week's numbers, the change from last week, and a short plain-English summary of what stood out, sent through SendGrid to everyone who needs it.

What you get out of it

  • Everyone starts the week with the same numbers

    A report in every inbox on Monday morning means meetings start from shared facts, not from who opened the sheet.

  • Changes worked out for you

    Each metric shows its week-on-week change, so a drop in signups is visible at once.

  • A summary people actually read

    A few sentences on what moved most is easier to take in than a table of figures.

  • No new dashboard to maintain

    The sheet your team already updates stays the source, with no extra tool to learn.

How it works

What happens, step by step

  1. Every Monday morning, ClickRuntime reads the last two weeks from your metrics sheet.

  2. It works out the change for each number from the week before.

  3. AI writes a short summary of what moved most, if you've turned that on.

  4. The report is emailed to your team through SendGrid, once per week.

Before it runs live

  • Connect your Google Sheets account and pick the spreadsheets it may use
  • Connect SendGrid

What you get

RunsWeekly
Email the team a weekly metrics report from a sheettoday, 9:00Succeeded
Email · Weekly metricsSignups: 312 (+18%). Churn: 2.1% (-0.4). Support tickets fell for the third week running.

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 Google Sheets and SendGrid 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_metrics_report_email.pyexample
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, credentials, http, ai, state

SHEET_ID = "your-spreadsheet-id"
TEAM = ["ops@acme.example", "founders@acme.example"]

@on_trigger
def run(event):
    sheets = build("sheets", "v4", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
    rows = sheets.spreadsheets().values().get(spreadsheetId=SHEET_ID, range="Weekly!A1:Z").execute()["values"]
    header, prev, last = rows[0], rows[-2], rows[-1]
    if state.get("last_week") == last[0]:
        return {"skipped": "already sent"}
    lines = []
    for name, a, b in zip(header[1:], prev[1:], last[1:]):
        change = (float(b) - float(a)) / float(a) * 100 if float(a) else 0
        lines.append(f"{name}: {b} ({change:+.0f}%)")
    summary = ai.generate("Summarise in 3 sentences what changed most:\n" + "\n".join(lines), max_output_tokens=150).text
    http.post("https://api.sendgrid.com/v3/mail/send", headers={"Authorization": f"Bearer {credentials.secret('SENDGRID_API_KEY')}"},
              json={"from": {"email": "reports@acme.example"}, "subject": f"Weekly metrics, week of {last[0]}",
                    "personalizations": [{"to": [{"email": e} for e in TEAM]}],
                    "content": [{"type": "text/plain", "value": summary + "\n\n" + "\n".join(lines)}]})
    state.set("last_week", last[0])
    return {"metrics": len(lines)}

FAQ

Common questions

What does the sheet need to look like?
One row per week with the date in the first column and one metric per column. The report reads the last two rows.
Who receives the email?
The addresses you list in the prompt. You can change the list at any time by asking your AI assistant.
Can it highlight big changes?
Yes. Set a threshold such as 15%, and any metric that moved more than that is flagged at the top of the email.
What permissions does it need?
sheet read; Mail Send. 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 “Email the team a weekly metrics report from a sheet” from your assistant

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