Weekly

Send a weekly report by email and post it in Slack

Every Friday stakeholders get a written weekly report by email, and the same summary is posted to your team's Slack channel.

Runs: Weekly
Apps: SendGrid, Slack
AI: Yes, uses the built-in AI allowance
Access: SendGrid Mail Send; Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: every Friday at 4, gather this week's numbers, write a short report, email it to our stakeholders through SendGrid and post the summary in #leadership.

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

A managing director wants a short Friday update for investors and the team: sales, cash, key wins, anything at risk. Pulling it together takes most of an afternoon, and the investor version and the team version drift apart.

The numbers are now gathered on Friday afternoon and written up in plain language once. Stakeholders get it by email through SendGrid, and the same summary lands in Slack, so everyone reads the same story.

What you get out of it

One report, every Friday
A regular rhythm keeps stakeholders informed without anyone chasing for numbers.
Same story everywhere
Email and Slack get the same summary, so investors and the team aren't working from different versions.
Plain language, not raw figures
A short write-up explains what changed and why it matters, which is what busy readers want.
Works for other weekly checks too
The same setup can report certificates or contracts expiring soon, so nothing quietly lapses.

How it works

What happens, step by step

Every Friday afternoon, ClickRuntime gathers this week's numbers from your sources.
AI writes a short report on what changed and anything that needs attention.
The report is emailed to your stakeholders through SendGrid.
The same summary is posted in your Slack channel.

Before it runs live

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

What you get

RunsWeekly

Send a weekly report by email and post it in Slacktoday, 9:00Succeeded

Slack · #leadershipWeekly update: Revenue up 6% on last week, led by two new Acme renewals. One risk: the Northwind contract is still unsigned.

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 SendGrid 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_report_by_email_and_slack.pyexample

from clickruntime import on_trigger, credentials, http, ai, notify

STAKEHOLDERS = ["board@northwind.example", "team@northwind.example"]

@on_trigger
def run(event):
    numbers = http.get("https://reports.northwind.example/api/weekly",
                       headers={"Authorization": f"Bearer {credentials.secret('REPORTS_API_KEY')}"}).json()
    report = ai.generate(f"Write a short weekly business update from these figures: {numbers}. "
                         "Lead with what changed most, then risks.", max_output_tokens=500).text
    http.post("https://api.sendgrid.com/v3/mail/send",
              headers={"Authorization": f"Bearer {credentials.secret('SENDGRID_API_KEY')}"},
              json={"from": {"email": "updates@northwind.example"}, "subject": "Weekly update",
                    "personalizations": [{"to": [{"email": e} for e in STAKEHOLDERS]}],
                    "content": [{"type": "text/plain", "value": report}]})
    notify.slack(f"*Weekly update*\n{report}", channel="#leadership")
    return {"sent": len(STAKEHOLDERS)}

FAQ

Common questions

Where do the numbers come from?

From the sources you name in the prompt, such as a sheet, your billing tool or an internal reporting system. The report only uses figures it was given.

Can I read it before it goes out?

Yes. Ask for it to be sent to you first, with stakeholders getting it only after you approve.

Can it report expiring certificates instead?

Yes. Point it at the list of domains or contracts and it will list anything expiring in the next few weeks.

What permissions does it need?

SendGrid Mail Send; Slack chat:write. Nothing else in your accounts is used.

Does it need AI?

Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly 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.

The moment it happensAI