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On a schedule

Post a weekly progress report from monday.com to Slack

Each week, progress against targets on your monday.com board is posted to Slack, with at-risk items called out.

Runs
On a schedule
Apps
Slack, monday.com
AI
Optional
Access
boards:read; chat:write

Send this to your assistant

Create a ClickRuntime automation: every Monday at 9am, compare progress to target for each item on my OKR board in monday.com, and post a report to #leadership listing anything more than 15% behind.

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

Teams set goals and targets on a monday.com board, then only look at them at the end of the quarter, when it is too late to change course. A weekly check is the habit that makes goals work, and the one most often skipped.

Posting progress against target in Slack every Monday keeps goals visible. Items falling behind are named early, while there is time to help.

What you get out of it

  • Goals stay visible

    A weekly post keeps targets in front of the team rather than buried on a board.

  • Problems surface early

    Items more than a set amount behind are called out, so they get attention mid-quarter.

  • No report to build

    Nobody spends Monday morning compiling numbers; they are read from the board.

  • Shared context for leaders

    Everyone in the channel sees the same figures before the weekly meeting.

How it works

What happens, step by step

  1. Every Monday ClickRuntime reads each item's progress and target from your monday.com board.

  2. It works out where each item should be at this point in the quarter.

  3. Items more than your chosen amount behind are marked as at risk.

  4. A report with every item's progress and the at-risk list is posted to Slack.

Before it runs live

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

What you get

RunsOn a schedule
Post a weekly progress report from monday.com to Slacktoday, 9:00Succeeded
Slack · #leadershipWeekly goal check New trials: 64% of target (expected 58%) At risk: ⚠️ Enterprise pipeline – 31% vs 58%

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 Slack and monday.com 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_project_health_okr_report_to_slack.pyexample
from datetime import date
from clickruntime import on_trigger, credentials, http, notify

BOARD, TOLERANCE = 1234567890, 0.15
ITEMS = """query ($board: [ID!]) { boards(ids: $board) { items_page(limit: 200) { items {
  id name url column_values { id text } } } } }"""
def monday(query, **variables):
    resp = http.post("https://api.monday.com/v2", json={"query": query, "variables": variables},
                     headers={"Authorization": credentials.secret("MONDAY_API_TOKEN"), "API-Version": "2024-10"})
    resp.raise_for_status()
    return resp.json()["data"]

@on_trigger
def run(event):
    items = monday(ITEMS, board=[BOARD])["boards"][0]["items_page"]["items"]
    today = date.today()
    q_start = date(today.year, 3 * ((today.month - 1) // 3) + 1, 1)
    expected = min((today - q_start).days / 91, 1)
    lines, risky = [], []
    for i in items:
        c = {v["id"]: v["text"] for v in i["column_values"]}
        current, target = float(c.get("numbers") or 0), float(c.get("target") or 0)
        if not target:
            continue
        done = current / target
        lines.append(f"{i['name']}: {done:.0%} of target (expected {expected:.0%})")
        if done < expected - TOLERANCE:
            risky.append(f"⚠️ {i['name']} – {done:.0%} vs {expected:.0%}")
    notify.slack("Weekly goal check\n" + "\n".join(lines) + ("\n\nAt risk:\n" + "\n".join(risky) if risky else "\n\nNothing at risk."),
                 channel="#leadership")
    return {"items": len(lines), "at_risk": len(risky)}

FAQ

Common questions

Which columns does it read?
A number or progress column for the current value and one for the target. You name them when you set it up.
How is behind calculated?
Progress is compared to where it should be at this point in the quarter. Items more than your chosen percentage behind are flagged.
Can it update the board too?
Yes. It can set a status column to At risk for flagged items. Ask your AI assistant to add it.
What permissions does it need?
boards:read; 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 (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 “Post a weekly progress report from monday.com to Slack” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.