Skip to content

Weekly

Get a weekly sales summary on WhatsApp

Every Monday morning your sales totals, the change on last week and a simple forecast arrive on WhatsApp.

Runs
Weekly
Apps
Google Sheets, WhatsApp Business
AI
Optional
Access
Sheet read; whatsapp_business_messaging

Send this to your assistant

Create a ClickRuntime automation: every Monday at 8am, total last week's sales from my Sales sheet, compare with the week before, add a short comment, and send it to me on WhatsApp.

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

Owners of small shops and service businesses keep their sales in a sheet but rarely have time to sit down and look at the totals. The numbers are there; the habit of checking isn't.

A short summary on WhatsApp every Monday, with the change from last week, gives you the picture in ten seconds and makes it obvious when something needs a closer look.

What you get out of it

  • Numbers you'll actually read

    A short WhatsApp message is easy to read over coffee. No dashboard to open.

  • Change at a glance

    Each week is compared with the one before, so a slowdown is obvious.

  • A sentence of context

    AI can add a line on what stood out, such as your best day or product.

  • Works from your existing sheet

    No new system. It reads the sales sheet you already keep.

How it works

What happens, step by step

  1. Every Monday morning it reads your sales sheet.

  2. It totals last week and the week before, and averages the last four weeks for a forecast.

  3. AI can add a one-line comment on what stood out.

  4. The summary is sent to you on WhatsApp.

Before it runs live

  • Connect your Google Sheets account and pick the spreadsheets it may use
  • Connect WhatsApp Business

What you get

RunsWeekly
Get a weekly sales summary on WhatsApptoday, 9:00Succeeded
WhatsApp · Weekly salesSales last week: 12,480 (+1,130 vs week before). 4-week average: 11,900. Strongest week since July.

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 WhatsApp Business 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_summary_from_a_sheet_on_whatsapp.pyexample
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from datetime import date, timedelta
from clickruntime import on_trigger, credentials, http, ai

SHEET_ID = "your-spreadsheet-id"
MY_PHONE = "447700900123"
WA = "https://graph.facebook.com/v20.0/your-phone-number-id/messages"

def wa(to, text):
    http.post(WA, headers={"Authorization": f"Bearer {credentials.secret('WHATSAPP_TOKEN')}"},
              json={"messaging_product": "whatsapp", "to": to, "type": "text", "text": {"body": text}}).raise_for_status()

@on_trigger
def run(event):
    rows = build("sheets", "v4", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False) \
        .spreadsheets().values().get(spreadsheetId=SHEET_ID, range="Sales!A2:B").execute().get("values", [])
    monday = date.today() - timedelta(days=date.today().weekday())
    weeks = [0.0] * 4
    for d, amount in (r for r in rows if len(r) > 1):
        ago = (monday - date.fromisoformat(d)).days
        if 0 < ago <= 28:
            weeks[(ago - 1) // 7] += float(amount)
    last, prev = weeks[0], weeks[1]
    text = f"Sales last week: {last:,.0f} ({last - prev:+,.0f} vs week before). 4-week average: {sum(weeks) / 4:,.0f}."
    try:
        text += "\n" + ai.generate(text, system="Add one short, plain sentence of comment for a small business owner.", max_output_tokens=60).text.strip()
    except ai.AIError:
        pass
    wa(MY_PHONE, text)
    return {"last_week": last}

FAQ

Common questions

What does the sheet need?
A row per sale or per day with a date and an amount. A product column lets the summary mention your top seller.
How is the forecast worked out?
From the average of the last four weeks. It's a simple guide, not a detailed projection.
Is the comment optional?
Yes. Without AI, you get the figures and the change only.
What permissions does it need?
Sheet read; whatsapp_business_messaging. 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 sales summary on WhatsApp” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.