On a schedule

Email a Friday list of new Attio records

Each Friday afternoon I get an email of the companies and deals added to Attio that week, grouped by type.

Runs: On a schedule
Apps: Attio
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: every Friday at 4pm, email me the companies and deals created in Attio this week, grouped by object.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Leaders who do not live in the CRM still want to know whether the funnel is filling. In Attio, that means opening each object, sorting by created date and counting. A founder who skips this for a month cannot say how many companies were added, or whether the new deals came from outbound or referrals, and the answer to a board question becomes a rough estimate based on a conversation with one rep.

Each week, ClickRuntime queries Attio for records created in the past seven days, groups them by object type such as companies, people and deals, and sends an email with the counts and the names. The digest is a quick view of what your team added.

It also suits teams that want a Monday snapshot to guide the week's priorities. It can also be sent to a board observer or an investor who likes a regular signal.

What you get out of it

The funnel's health is checked weekly
A steady count of new companies means prospecting is working, and a sudden drop shows a problem within a week. You can react before the quarter's numbers suffer. A dip is addressed within a week.
Board and investor updates take less effort
With weekly counts saved in your inbox, quarterly updates are a matter of adding up emails. You are not trying to reconstruct activity from a CRM view. The numbers are simply sitting in your mailbox.
Names provide context beyond numbers
Seeing which companies were added tells you whether the team is chasing the right market. A list of unfamiliar small names might signal drift away from the target profile. That tells you where the effort really goes.
Quiet weeks start a useful conversation
If a rep added nothing for two weeks, the digest shows it without any accusation. A manager can ask what is blocking them from prospecting. It is a factual prompt, not an accusation.
Leaders stay close to the CRM without opening it
Executives who rarely log in still know what the sales team is working on. That keeps strategy discussions grounded in actual activity. Strategy talks use real activity. Executives who rarely log in stay informed.

How it works

What happens, step by step

Every Friday afternoon, ClickRuntime looks up the companies and deals added to Attio that week.
It groups them by type and counts each group.
You get one email listing the new companies and deals by name.

Before it runs live

Connect Attio

What you get

RunsOn a schedule

Email a Friday list of new Attio recordstoday, 9:00Succeeded

Email · New in Attio this weekCompanies (3) Northwind Traders Acme Logistics Deals (1) Northwind pilot

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
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Attio 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_new_records_digest.pyexample

from datetime import datetime, timedelta, timezone
from clickruntime import on_trigger, credentials, http, notify

OBJECTS = ["companies", "deals"]

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.secret('ATTIO_API_KEY')}"}
    since = (datetime.now(timezone.utc) - timedelta(days=7)).isoformat()
    lines = []
    for obj in OBJECTS:
        resp = http.post(f"https://api.attio.com/v2/objects/{obj}/records/query", headers=headers,
                         json={"filter": {"created_at": {"$gte": since}}, "limit": 500})
        resp.raise_for_status()
        records = resp.json()["data"]
        lines.append(f"{obj.title()} ({len(records)})")
        lines += [f"  {(r['values'].get('name') or [{}])[0].get('value', 'Unnamed')}" for r in records]
    notify.email_me("New in Attio this week", "\n".join(lines))
    return {"lines": len(lines)}

FAQ

Common questions

Does it include records that were edited but not created this week?

No. The query filters on the created-at date, so only records that were new in the last seven days are listed. Updates to older records are not part of this digest, which keeps the counts focused on additions to the pipeline.

Which objects does it cover?

By default it covers the standard objects in Attio, namely companies, people and deals, and any custom objects you have. If some are not useful to you, say so when you ask your AI assistant to adjust it, and they will be left out.

On which day does the email arrive?

It arrives on the day and time you choose, often Monday morning so the week's counts are ready for planning. The seven-day window ends when the run starts, so a Friday delivery covers the week to date.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's 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.

The moment it happens