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.
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
Every Monday morning it reads your sales sheet.
It totals last week and the week before, and averages the last four weeks for a forecast.
AI can add a one-line comment on what stood out.
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
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 Google Sheets and WhatsApp Business steps into one automation
Under the hood
The code that runs this automation
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?
How is the forecast worked out?
Is the comment optional?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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