Weekly
Get a weekly email of your team's Salesforce activity
Every Monday you get an email showing each rep's tasks, meetings, deals moved and revenue won last week, with short coaching notes.
- Runs
- Weekly
- Apps
- Gmail, Salesforce
- AI
- Optional
- Access
- api; gmail.send
Send this to your assistant
Create a ClickRuntime automation: every Monday, count last week's Salesforce tasks, meetings and deal changes for each rep, add a few coaching notes, and email it to me.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
A sales manager with eight reps wants to know who was busy last week, who moved deals and who went quiet, before the Monday one-to-ones. Salesforce can tell them, but only through a dashboard that needs maintaining and that they rarely open on a Monday morning.
This automation counts each rep's activity and deal movement for the previous week and emails it to you, with two or three coaching notes drawn from the numbers. It's ready in your inbox before the first meeting.
What you get out of it
Ready before one-to-ones
The numbers arrive on Monday morning, so every conversation starts from the same facts.
Activity and outcomes together
Calls and meetings are shown next to deals moved and revenue won, which tells a fuller story than either alone.
Coaching prompts included
Short notes point out patterns, like lots of activity but few deals moving, that are worth raising.
No dashboard to maintain
It's a plain email, so it works without anyone keeping reports up to date.
How it works
What happens, step by step
Every Monday the automation reads last week's tasks, meetings and changed deals from Salesforce.
It counts them per rep and adds up revenue won.
AI writes two or three short coaching notes from the numbers.
The report is emailed to you from your Gmail account.
Before it runs live
- Connect Google through your own Google app (a one-time, 10-minute setup), so it works with your own Gmail
- Connect Salesforce
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 Gmail and Salesforce steps into one automation
Under the hood
The code that runs this automation
import base64
from email.message import EmailMessage
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from collections import Counter
from clickruntime import on_trigger, credentials, http, ai
ME = "me@northwind.example"
API = "https://yourcompany.my.salesforce.com/services/data/v61.0"
def send(subject, body):
msg = EmailMessage()
msg["To"], msg["Subject"] = ME, subject
msg.set_content(body)
gmail = build("gmail", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False)
gmail.users().messages().send(userId="me", body={"raw": base64.urlsafe_b64encode(msg.as_bytes()).decode()}).execute()
@on_trigger
def run(event):
headers = {"Authorization": f"Bearer {credentials.connection('salesforce', 'work')}"}
q = lambda s: http.get(f"{API}/query", headers=headers, params={"q": s}).json()["records"]
tasks = Counter(t["Owner"]["Name"] for t in q("SELECT Owner.Name FROM Task WHERE CreatedDate = LAST_WEEK"))
events = Counter(e["Owner"]["Name"] for e in q("SELECT Owner.Name FROM Event WHERE CreatedDate = LAST_WEEK"))
opps = q("SELECT Owner.Name, Amount, IsWon FROM Opportunity WHERE LastModifiedDate = LAST_WEEK")
lines = []
for rep in sorted(set(tasks) | set(events) | {o["Owner"]["Name"] for o in opps}):
mine = [o for o in opps if o["Owner"]["Name"] == rep]
won = sum(o["Amount"] or 0 for o in mine if o["IsWon"])
lines.append(f"{rep}: {tasks[rep]} tasks, {events[rep]} meetings, {len(mine)} deals moved, {won:,.0f} won")
notes = ai.generate("Write two or three short coaching notes for a sales manager from these weekly numbers:\n" + "\n".join(lines), max_output_tokens=300).text
send("Last week in Salesforce, by rep", "\n".join(lines) + "\n\n" + notes)
return {"reps": len(lines)}FAQ
Common questions
What counts as activity?
Can each manager get only their own team?
Can I turn the coaching notes off?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
Related
You might also like
Get an email when deals start to stall
Each day you get an email listing newly at-risk deals, with the warning signs for each.
See how it worksGet a weekly email of customers at risk of leaving
Each week you get an email listing customers whose health looks poor, with a score, the reason and how it changed since last week.
See how it worksGet a monthly strategy brief for your key accounts
Each month you get an email with upsell gaps, competitor risks and a suggested next move for each of your top accounts.
See how it worksKeep exploring
Set up “Get a weekly email of your team's Salesforce activity” from your assistant
Copy the prompt above, or connect your assistant first. Free plan, no credit card.