Use “First-Run Setup Checklist” in Recued. Show the owner what must be decided before Recued can run as a visible operating system: business profile, owner identity, external service lanes, inbox, calendar, weekly review cadence, and follow-up default. It reads information without changing data in the connected service.
SMB Finance Starter - QuickBooks
Use SMB Finance Starter - QuickBooks in Recued for solo, cold start, onboarding, and first run. It includes 6 ready-to-run workflows and 8 related packs in one install.
What this pack installs
Included recipes
11 pinned recipes
This pack installs the complete recipe workflow together. 5 supporting recipes run as background automation.
Use “First-Run Seed Operating System” in Recued. Optionally seed the owner's personal operating system with a setup profile note, setup project, setup tasks, and weekly owner-review commitment. Defaults to preview; switch write mode to create when the owner wants records written.
Use “Unified Work Queue” in Recued. It provides a read-only operating queue for a one-person company.
Use “Triage inbox” in Recued. Classify each inbound email into urgentaction / awaitingresponse / fyi / promotional / spam and send an in-app notification for urgentaction + awaitingresponse (subject, sender, suggested next action). Promotional / spam classify silently — no notification noise on bulk mail.
Use “Extract commitments from mail” in Recued. Extract commitments from an inbound email into Recued's commitment tracker — who promised what to whom, with optional deadline and monetary amount. Thread-aware: a reply like 'yes, please send that by Friday' binds to the prior message, not the reply.
Use “Extract tasks from mail” in Recued. Extract action items from an inbound email into Recued's task tracker — title, due date, and priority (low / medium / high). Thread-aware; fires automatically on each inbound message; records only extractions above the confidence floor (default 0.7).
Show all 11 recipes
Use “Track meeting reschedule patterns” in Recued. Record a per-contact meeting-reschedule pattern whenever an event's start time actually changes (title-only edits don't fire) — the behavioral signal time-alert-before-event reads for its briefs.
Use “Refresh calendar event rollup” in Recued. Reactive silent producer. Listens to provider records + provider records events; for each fired event builds the cheap pre-summarized rollup the alert recipe consumes.
Use “Refresh contact timeline rollup” in Recued. Reactive silent producer. Listens to provider records events; extracts the sender's email and stamps a contacttimelinerollup enrichment with the latest interaction signal.
Use “Invoice intake organizer” in Recued. Parse a received invoice or receipt (PDF / image / docx / scan) with the local docling tool into readable text - so any text model can read it - then extract vendor, number, amount, currency, and dates.
Use “Invoice intake watch (Google Drive folder)” in Recued. Watch a Google Drive folder for new invoice / receipt documents and stage their extracted finance data.
Builds on
- email-outbox-pack v1+
- solo-first-run-setup v1+
- solo-work-queue v1+
- acct v1+
- accounting-quickbooks v1+
- gdrive v1+
- docling v1+
- smb-invoice-finance v1+
Trust & control
What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.