Weekly
Get weekly totals from an Excel tracker
Every Monday you get the totals from your tracker without opening the file.
- Runs
- Weekly
- Apps
- Microsoft Excel
- AI
- Not needed
- Access
- read
Send this to your assistant
Create a ClickRuntime automation: every Monday at 8am, email me last week's totals by category from my Expenses table, and the change from the week before.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
The totals people ask for in a Monday meeting are usually sitting in an Excel tracker: hours logged by project, sales by region, tickets closed per agent, expenses by category. Somebody has to open the file, build or refresh a pivot table, check the filter is right, and copy the numbers into an email. When that person is out, the meeting runs on guesses. Reporting becomes a weekly scramble.
Each week, ClickRuntime reads the rows of your table, groups and adds up the values the way you described, for example sum of hours per project, and emails you the totals. The same calculation is made every time, from the data as it stands that morning.
Team leads, small business owners and project managers who keep figures in Excel and need them delivered will benefit.
What you get out of it
Totals arrive before the meeting
The numbers are in your inbox when the week starts, so the meeting begins with the facts. People spend discussion time on what to do and not on what the figures are.
No dependence on one person
If the person who normally builds the summary is on holiday, it still arrives. Reporting stops being a single point of failure for the team. A shared report keeps the whole team reading identical figures.
The method never drifts
A hand-built summary can change as filters are forgotten or a range is dragged wrongly. A stored calculation gives the same answer for the same data, so comparisons between weeks are reliable.
Problems appear in the totals
If hours on a project suddenly double or a region's sales drop to zero, it stands out in a regular summary. You can check the underlying rows while the cause is recent.
Easy to share beyond the file
The summary is an email, so people without access to the workbook can still read it. That includes executives, clients and partners who should see results but not raw data.
Your tracker stays as it is
You do not need to restructure the workbook or adopt a reporting tool. The same table people already update feeds the weekly figures. Nothing else needs to change for the team.
How it works
What happens, step by step
Every Monday, ClickRuntime reads the rows of your Excel tracker.
It adds up the amounts for each category.
You get an email with the number of rows, the grand total and a total per category, largest first, so you never need to open the file.
Before it runs live
- Connect Microsoft Excel
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
- 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 Microsoft Excel steps into one automation
Under the hood
The code that runs this automation
from collections import defaultdict
from clickruntime import on_trigger, credentials, http, notify
TABLE = "https://graph.microsoft.com/v1.0/me/drive/items/01ABCDEF.../workbook/tables/Expenses"
@on_trigger
def run(event):
h = {"Authorization": f"Bearer {credentials.connection('microsoft', 'work')}"}
cols = [c["name"] for c in http.get(f"{TABLE}/columns", headers=h).json()["value"]]
rows = [dict(zip(cols, r["values"][0])) for r in http.get(f"{TABLE}/rows", headers=h).json()["value"]]
totals = defaultdict(float)
for r in rows:
totals[r["Category"]] += float(r["Amount"] or 0)
lines = [f"{cat}: ${amt:,.2f}" for cat, amt in sorted(totals.items(), key=lambda kv: -kv[1])]
notify.email_me("Tracker totals", f"{len(rows)} rows, ${sum(totals.values()):,.2f} total\n\n" + "\n".join(lines))
return {"rows": len(rows)}FAQ
Common questions
What kinds of totals can it calculate?
Does the workbook need an Excel table?
Can the summary be limited to the last week's rows?
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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