On a schedule

Get a weekly sales report

Each Monday you get last week's won, lost and new deals with totals per owner.

Runs: On a schedule
Apps: Pipedrive
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: every Monday at 8am, email me last week's Pipedrive deals won, lost and added, with the total value for each owner.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Sales leaders are asked every week how the pipeline looks, and answering means opening Pipedrive, filtering deals by status and date, adding up values and copying numbers into an email. It takes thirty to sixty minutes, so it is done late or skipped, and the team goes a week without seeing whether wins are keeping up with losses or whether new pipeline is thin.

Once a week, deals are listed by status and time window: new, won and lost. The values are summed and an email summarizes the week with counts and totals for each. It arrives without any manual work, in the same format each time, so changes from week to week stand out. It is also handy for investors who ask for a regular sales update.

It suits founders, managers and teams that review sales weekly and want a quick, trustworthy number.

What you get out of it

A weekly pulse without the work
The email saves an hour of manual reporting. That time returns to selling or coaching rather than copying numbers. That is roughly a day a month returned to selling, from a task that machines do better than people.
Wins and losses side by side
Seeing won, lost and new in one place shows whether the pipeline is growing. A good week of wins with few new deals warns of a future gap. A weekly view makes it easy to see whether new pipeline is keeping pace with what is closing, which is the real health measure.
Consistent format
Because the layout does not change, people learn where to look. Comparisons week to week become easy and discussions focus on what the numbers mean. With the same layout every week, people read it quickly and the discussion moves to causes instead of formatting.
Shared source of truth
When the whole team receives the same numbers, arguments about what happened shrink. Everyone starts the weekly meeting from the same figures. No one has to question whose spreadsheet is right, because the figures come straight from Pipedrive records.
Early warning on pipeline health
A drop in new deal value is visible within a week. That gives time to adjust prospecting before it affects results in later months. A dip in new deal value shows up in seven days, which leaves time to run prospecting campaigns that pay off within the quarter.

How it works

What happens, step by step

Every Monday at 8 am, ClickRuntime collects last week's won, lost and newly added deals from Pipedrive.
It adds up the value of each for every owner.
You get an email with one line per owner showing what they won, lost and added.

Before it runs live

Connect Pipedrive

What you get

RunsOn a schedule

Get a weekly sales reporttoday, 9:00Succeeded

Email · Pipedrive: last week by ownerAlex Kim: won 18,000 · lost 4,500 · added 32,000 Jordan Lee: won 0 · lost 0 · added 12,500

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
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Pipedrive 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_report_email.pyexample

from collections import defaultdict
from datetime import datetime, timedelta, timezone
from clickruntime import on_trigger, credentials, http, notify

API = "https://api.pipedrive.com"

@on_trigger
def run(event):
    headers = {"Authorization": f"Bearer {credentials.connection('pipedrive', 'work')}"}
    since = (datetime.now(timezone.utc) - timedelta(days=7)).strftime("%Y-%m-%dT%H:%M:%SZ")
    users = {u["id"]: u["name"] for u in http.get(f"{API}/v1/users", headers=headers).json()["data"]}
    totals = defaultdict(lambda: defaultdict(float))
    for status, field in (("won", "won_time"), ("lost", "lost_time"), (None, "add_time")):
        params = {"updated_since": since, "limit": 500, **({"status": status} if status else {})}
        for d in http.get(f"{API}/api/v2/deals", headers=headers, params=params).json()["data"]:
            if (d.get(field) or "") >= since:
                totals[users.get(d["owner_id"], "Unknown")][status or "added"] += d["value"] or 0
    lines = [f"{owner}: won {t['won']:,.0f} · lost {t['lost']:,.0f} · added {t['added']:,.0f}"
             for owner, t in sorted(totals.items())]
    notify.email_me("Pipedrive: last week by owner", "\n".join(lines) or "No deals won, lost or added last week.")
    return {"owners": len(totals)}

FAQ

Common questions

Which dates does the week cover?

It covers the previous seven days up to the time of sending, so Monday morning emails show the prior week. If you prefer calendar weeks, say so and approve the updated version. Sending it Friday afternoon for the same week is also common.

Are values in different currencies combined?

Pipedrive stores each deal's currency, so the email should group totals by currency. Combining them would need exchange rates, which you can ask to have added if that matches your setup. Reports by currency are the simplest and most accurate starting point.

Can I split the report by rep or pipeline?

Yes. Breaking totals down by owner or by pipeline is a small addition. Describe the split you want and check the new wording before it goes live. Per-owner tables help with coaching conversations, and per-pipeline tables help when you sell different products through different pipelines.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (on a schedule). 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.

On a schedule