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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.

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

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

  1. Every Monday morning, ClickRuntime reads the label and value columns of your Summary tab.

  2. It compares each number with last week's, which it saved on the previous run.

  3. If AI is available, it writes a short summary of what changed.

  4. 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

RunsWeekly
Email a weekly summary of your tracking sheet from Outlooktoday, 9:00Succeeded
Outlook · Weekly numbersShipments rose and returns fell. Orders shipped: 1,284 (+96) · Returns: 31 (−12) · Stock-outs: 4 (+1)

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 Slack
  • Combine it with other Google Sheets and Outlook 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_from_a_sheet_sent_by_outlook.pyexample
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?
No. Without AI it sends a plain table of this week's and last week's numbers. AI adds a short summary on top.
Can it go to several people?
Yes. List the addresses in the prompt.
What if the sheet changes layout?
It reads the label and value columns of the tab you name, so adding rows is fine. Moving the tab or columns means updating the prompt.
What permissions does it need?
sheet read; Mail.Send. 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 (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.

Set up “Email a weekly summary of your tracking sheet from Outlook” from your assistant

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