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SMB Finance Starter - Xero

by recued-core v1 app_pack 11 views

Use SMB Finance Starter - Xero 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 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.

onboardingfirst-runsetupsolo
by recued-core pinned v1

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.

onboardingfirst-runsetupsolo
by recued-core pinned v1

Use “Unified Work Queue” in Recued. It provides a read-only operating queue for a one-person company.

soloone-person-companywork-queuediscipline
by recued-core pinned v1

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.

emailmailinboxtriage
by recued-core pinned v1

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.

emailmailcommitmentwork-entity
by recued-core pinned v1
Extract tasks from mail (D-145 PA10)
Background automation

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).

emailmailtaskwork-entity
by recued-core pinned v1
Show all 11 recipes
Track meeting reschedule patterns
Background automation

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.

calendarcontactmetareactive
by recued-core pinned v1
Refresh calendar event rollup
Background automation

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.

calendarmetareactive
by recued-core pinned v1
Refresh contact timeline rollup
Background automation

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.

emailcontactmetareactive
by recued-core pinned v1

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.

accountingbookkeepinginvoicereceipt
by recued-core pinned v1

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.

accountingbookkeepinginvoicereceipt
by recued-core pinned v1

Trust & control

What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.

Data it touches

Warehousedata.enrichmentdata.shareddata.maildata.calendar

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Tags

pack:smb-finance-startersoloone-person-companycold-startstarteronboardingfirst-runsetupquickbooksaccountingbookkeepinginvoiceinvoice-chasear-agingintakeback-officecashflowsmb-financegoogle-drivework-queuedisciplineemailv3