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On a schedule

Email a Monday pipeline summary

Every Monday morning I get an email with open deal value per stage and the deals expected to close this week.

Runs
On a schedule
Apps
Freshsales
AI
Not needed
Access
read

Send this to your assistant

Create a ClickRuntime automation: every Monday at 8am, total my open Freshsales deals by stage, list the ones expected to close this week, 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

Open pipeline in Freshsales is spread across stages, owners and expected close dates, and nobody wants to rebuild the same report by hand every Monday. A sales lead who skips it walks into the weekly meeting without knowing how much sits in Negotiation versus Qualification, or which deals were due to close this week and have not moved.

On the schedule you choose, typically early Monday, the open deals are pulled from Freshsales and added up by stage. A second list picks out deals whose expected close date falls within the current week. Both are combined into a single email, so the numbers are waiting in your inbox before the first meeting.

It suits sales managers, agency owners who run their own pipeline and finance people who need a weekly view of expected revenue without logging into the CRM.

What you get out of it

  • Monday starts with real numbers

    Open pipeline is totaled by stage before the meeting, so the discussion begins with the amount sitting in each stage rather than ten minutes of people opening Freshsales and reading numbers aloud.

  • Slipping close dates get named

    The list of deals expected to close this week makes it obvious which ones are overdue to move, so the manager can ask about them directly instead of finding out at month end.

  • Stage imbalance is visible early

    If Proposal holds most of the value and Qualification is nearly empty, the stage totals show it weeks before the shortfall hits revenue, which gives time to prospect. That gives sales leadership time to react with prospecting.

  • Same format every week

    Because the layout never changes, week-over-week comparison is easy to do by eye, and anyone can forward the email to an investor or partner without cleaning it up. Consistency saves everyone from relearning a new layout.

  • No report to remember to build

    The person who used to export and total deals on Monday gets that time back, and the report still arrives on weeks when they are on holiday. The numbers show up regardless of who is out that week.

How it works

What happens, step by step

  1. Every Monday morning, ClickRuntime lists your open deals in Freshsales.

  2. It adds up the deal value in each stage and picks out the deals expected to close this week.

  3. You get one email with the totals per stage and the list of deals due to close, with their amounts.

Before it runs live

  • Connect Freshsales

What you get

RunsOn a schedule
Email a Monday pipeline summarytoday, 9:00Succeeded
Email · Freshsales pipelineBy stage: Demo: $84,000 Negotiation: $46,500 Expected to close this week: Acme annual plan: $24,000 on 2026-10-23

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 Freshsales 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_pipeline_digest.pyexample
from collections import defaultdict
from datetime import date, timedelta
from clickruntime import on_trigger, credentials, http, notify

API = "https://northwind.myfreshworks.com/crm/sales/api"
VIEW_ID = 31000000125  # Open deals

@on_trigger
def run(event):
    resp = http.get(f"{API}/deals/view/{VIEW_ID}", params={"include": "deal_stage", "per_page": 100},
                    headers={"Authorization": f"Token token={credentials.secret('FRESHSALES_API_KEY')}"})
    resp.raise_for_status()
    body = resp.json()
    stages = {s["id"]: s["name"] for s in body.get("deal_stages", [])}
    totals, closing = defaultdict(float), []
    week_end = str(date.today() + timedelta(days=6))
    for d in body["deals"]:
        amount = float(d.get("amount") or 0)
        totals[stages.get(d["deal_stage_id"], "Unknown")] += amount
        if d.get("expected_close") and str(date.today()) <= d["expected_close"][:10] <= week_end:
            closing.append(f"  {d['name']}: ${amount:,.0f} on {d['expected_close'][:10]}")
    text = "By stage:\n" + "\n".join(f"  {s}: ${v:,.0f}" for s, v in totals.items())
    text += "\n\nExpected to close this week:\n" + ("\n".join(closing) or "  none")
    notify.email_me(f"Freshsales pipeline: ${sum(totals.values()):,.0f} open", text)
    return {"stages": len(totals), "closing": len(closing)}

FAQ

Common questions

Does the digest include closed won and closed lost deals?
No. It only counts open deals, meaning those still in an active stage of the pipeline. Closed deals are left out so the totals describe what is still to be won, which is what a Monday pipeline review needs.
What currency are the stage totals in?
Amounts are summed using the deal values as stored in Freshsales. If your deals are all in one currency the totals are straightforward. If you mix currencies, ask your AI assistant to group the totals per currency instead of one combined figure.
Can the email go to my whole sales team?
Yes, the recipient list can hold several addresses, and you can also send it from the same schedule to a Slack channel. Anyone who receives it only sees the summary, not a login to Freshsales.
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.

Set up “Email a Monday pipeline summary” from your assistant

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