Weekly
Email a weekly summary of your tracking sheet from Outlook
Every Monday your stakeholders get an email from your Outlook with this week's numbers from your tracking sheet and how they changed.
- Runs
- Weekly
- Apps
- Google Sheets, Outlook
- AI
- Optional
- Access
- sheet read; Mail.Send
Send this to your assistant
Create a ClickRuntime automation: every Monday at 9am, read the Summary tab of my KPI sheet, compare this week's numbers with last week's, write a short AI summary and send it from my Outlook to the leadership team.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
An operations lead keeps the team's weekly numbers in a Google Sheet: orders shipped, returns, stock-outs, open tickets. Every Monday they copy them into an email for leadership and write a few lines about what changed. It is the same routine every week, and it slips when they are away.
Sending the summary straight from the sheet keeps leadership informed every week, in the same format, from the lead's own mailbox.
What you get out of it
Leadership hears every week
The update goes out on Monday whoever is in the office.
Numbers straight from the sheet
No copying, so no typos between the sheet and the email.
Changes explained
Each figure shows its change from last week, with a short summary of what stands out.
From your own address
Replies and questions come back to you, as with any email you send.
How it works
What happens, step by step
Every Monday morning, ClickRuntime reads the label and value columns of your Summary tab.
It compares each number with last week's, which it saved on the previous run.
If AI is available, it writes a short summary of what changed.
The email is sent from your Outlook address to the people you listed, and this week's numbers are saved for next time.
Before it runs live
- Connect your Google Sheets account and pick the spreadsheets it may use
- Connect Outlook
What you get
Build your own
Need it to work differently?
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 Outlook steps into one automation
Under the hood
The code that runs this automation
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_trigger, http, credentials, ai, state
api = lambda name, version: build(name, version, credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
def graph(method, path, **kw):
r = http.request(method, "https://graph.microsoft.com/v1.0" + path, headers={"Authorization": f"Bearer {credentials.connection('microsoft', 'work')}"}, **kw)
return r.raise_for_status() or (r.json() if r.content else None)
def send_mail(to, subject, text):
graph("POST", "/me/sendMail", json={"message": {"subject": subject, "body": {"contentType": "Text", "content": text},
"toRecipients": [{"emailAddress": {"address": a}} for a in to.split(",")]}})
SHEET_ID = "your-spreadsheet-id"
@on_trigger
def run(event):
rows = api("sheets", "v4").spreadsheets().values().get(spreadsheetId=SHEET_ID, range="Summary!A2:B").execute().get("values", [])
now = {r[0]: float(r[1]) for r in rows if len(r) == 2 and r[1].replace(".", "", 1).isdigit()}
last = state.get("last") or {}
lines = [f"{k}: {v:,.0f}" + (f" ({v - last[k]:+,.0f})" if k in last else "") for k, v in now.items()]
body = "\n".join(lines)
try:
body = ai.generate(body, system="In 3 sentences, summarise what changed this week for a leadership team.", max_output_tokens=150).text + "\n\n" + body
except ai.AIError:
pass
send_mail("ceo@example.com,ops@example.com", "Weekly numbers", body)
state.set("last", now)
return {"metrics": len(now)}FAQ
Common questions
Does it need AI?
Can it go to several people?
What if the sheet changes layout?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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