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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.

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

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

  1. Every Monday the automation reads last week's tasks, meetings and changed deals from Salesforce.

  2. It counts them per rep and adds up revenue won.

  3. AI writes two or three short coaching notes from the numbers.

  4. 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

RunsWeekly
Get a weekly email of your team's Salesforce activitytoday, 9:00Succeeded
Email · Weekly activityDana Ruiz: 42 tasks, 9 meetings, 6 deals moved, 38,500 won Note: Sam had the most meetings but no deals moved; worth reviewing his proposal stage.

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 Gmail and Salesforce 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_sales_activity_report_by_email.pyexample
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?
Tasks and events created last week, which covers logged calls, emails and meetings, plus opportunities changed during the week.
Can each manager get only their own team?
Yes. Ask for a version that filters by manager or role and sends each manager a separate email.
Can I turn the coaching notes off?
Yes. The notes are optional; without them the email is just the numbers per rep.
What permissions does it need?
api; gmail.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 “Get a weekly email of your team's Salesforce activity” from your assistant

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