Weekly

Get a weekly spending summary from Airtable

Each Monday you get last week's totals by category, with a note on anything unusual.

Runs: Weekly
Apps: Airtable
AI: Yes, uses the built-in AI allowance
Access: data.records:read

Send this to your assistant

Create a ClickRuntime automation: every Monday at 8am, email me last week's spending from my Airtable Invoices table, totalled by category, with a short comment on anything unusual.

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

A manager, a founder or a project lead who keeps work in Airtable, such as orders, support requests, hours, leads or expenses, still has to answer the weekly question: how did the week go? That means opening the base, filtering to the past seven days, counting by category, adding up amounts and noticing what stands out. It takes half an hour of fiddling, and the answer lives in someone's head or a screenshot rather than in a place the rest of the team can read.

Each week, the automation lists the records for the past week, groups them by the category you choose and calculates the totals. You can add a short written commentary produced by ClickRuntime's built-in AI, which points out the biggest change and anything unusual. The result arrives in your inbox.

It works for team leads, small business owners and anyone who reports numbers on a weekly rhythm.

What you get out of it

The weekly report writes itself
Totals and highlights are ready when you start the week, so the half hour that went into assembling them can be spent on deciding what to do about them. A tedious chore becomes a message you simply read.
The same format every week
Reports built the same way each time are easy to compare. You can see at a glance whether this week was better than last without working out what changed in the layout.
Commentary highlights what matters
The AI reads the numbers and points out what moved the most, so a busy reader sees the main point first instead of searching the table. The reader gets the point in seconds, and the table below it supports the claim.
Others can read it without Airtable
Sending the summary by email means colleagues, clients and investors can follow progress without a login or training, and the record sits in their inbox. That also spares you from sharing the base itself, which may contain details others should not see.
A history builds up automatically
A folder of weekly emails becomes an archive of how the business or project developed, handy for quarterly reviews and for explaining a change in direction. It is a record that costs nothing to keep.

How it works

What happens, step by step

Every Monday, ClickRuntime collects last week's records from your Airtable spending table.
It adds up the totals for each category and the overall total.
AI looks over the numbers and adds a short note on anything unusual.
The summary is emailed to you, for example "Travel is about double a normal week, mostly one booking".

Before it runs live

Connect Airtable

What you get

RunsWeekly

Get a weekly spending summary from Airtabletoday, 9:00Succeeded

Email · Last week's spendingSoftware: $2,140.00 · Travel: $1,385.50 · Total: $4,012.75 Travel is about double a normal week, mostly one Acme Air booking.

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 Airtable 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_summary_report_from_a_table.pyexample

from collections import defaultdict
from clickruntime import on_trigger, credentials, http, ai, notify

BASE_ID = "appXXXXXXXXXXXXXX"

@on_trigger
def run(event):
    records = http.get(f"https://api.airtable.com/v0/{BASE_ID}/Invoices",
                       headers={"Authorization": f"Bearer {credentials.connection('airtable', 'work')}"},
                       params={"filterByFormula": "IS_AFTER({Date}, DATEADD(TODAY(), -7, 'days'))"}).json()["records"]
    totals = defaultdict(float)
    for r in records:
        totals[r["fields"].get("Category", "Uncategorised")] += float(r["fields"].get("Amount") or 0)
    lines = [f"{cat}: ${amt:,.2f}" for cat, amt in sorted(totals.items(), key=lambda x: -x[1])]
    report = "\n".join(lines) + f"\n\nTotal: ${sum(totals.values()):,.2f}"
    try:
        comment = ai.generate(report, system="In 2 sentences, point out anything unusual in this weekly spend.",
                              max_output_tokens=120).text
    except (ai.AINotIncluded, ai.AILimitReached):
        comment = ""
    notify.email_me("Last week's spending", f"{report}\n\n{comment}".strip())
    return {"categories": len(totals)}

FAQ

Common questions

Does the AI make up numbers?

The totals are calculated from your records, not by the AI. The AI only writes a short comment based on those figures, and you can switch the commentary off if you want just the table.

Can I group by more than one field?

Yes. For example by region and then by product, or by owner and then by status. The report shows each group with its own subtotal, plus an overall total. Each group can show subtotals, so the overall picture and the breakdown appear together.

What if a week has no records?

The report can say so in a line, or skip sending. Many people keep it, because an empty week is information in itself, and the email confirms the check ran. A one-line note in the email is enough.

What permissions does it need?

data.records:read. Nothing else in your accounts is used.

Does it need AI?

Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly 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.

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