Use “Contact Activity Summary” in Recued. Shows days since last email/call/meeting and recent interaction count.
Recued Core
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Use “Customer Insights Summary” in Recued. Summarizes customer wants/concerns/criteria from activity notes. Shows last 5 activity subjects (calls/meetings/emails) when AI disabled.
Use “Open Deals by Owner” in Recued. Groups open deals by owner with deal count, pipeline value, and average deal size. Filter owners by minimum deal count threshold.
Use “Summarize PDF with PDFToText” in Recued. Extract text from one trusted PDF through the local Poppler pdftotext CLI, then summarize the extracted text through a Gateway-gated file ref.
Use “Summarize scanned PDF with OCRmyPDF” in Recued. Create a searchable PDF from a scanned document, extract its text through Poppler pdftotext, and produce preview-first notes from the extracted text file ref.
Use “Summarize with Local Ollama” in Recued. Summarize a config-provided text with the paired recued-server's locally-running Ollama model.
Use “Surface low-engagement CRM contacts (cross-vendor)” in Recued. Alert when a customer-stage CRM contact's engagement trajectory is falling and the last meaningful touch is older than a configurable threshold.
Use “Surface low-engagement HubSpot contacts” in Recued. Reactive alert. It uses the connections and settings you choose when you run it.
Use “Surface low-engagement Salesforce contacts” in Recued. Reactive alert. It uses the connections and settings you choose when you run it.
Use “Open deals by stage (any CRM)” in Recued. Group your open CRM deals by stage — per-stage count, total and average value.
Use “Surface out-of-band engagement” in Recued. Alert when a rep emailed deal contacts outside the CRM — an outbound mail in the last 90 days with no matching CRM engagement record.
Use “Surface stalling CRM deals (cross-vendor)” in Recued. Alert when a deal's velocity signal turns 'stalling' and its amount exceeds a configurable floor.
Use “Sweep Codex Results” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Meeting alerts before each event” in Recued. Notify ahead of each upcoming meeting at -3d / -1d / -3h with a short brief grounded in the meeting's context and the attendees' behavioral patterns (reschedule history etc.).
Use “Expected quotation email watcher timeout” in Recued. Low-frequency timeout role for the connected service. It moves a limited batch of expired rows from active to timedout, deletes the active copy only after the durable timeout write succeeds, and notifies the owner once per batch.
Use “Send support reply from mail” in Recued. Selected-message send workflow for the customer reply desk. Changes remain behind Recued's approval controls.
Use “Smoke: HubSpot contact reconciliation round-trip” in Recued. It carries out the named workflow using the connections and settings you choose. It stays skipped unless you set RECUED_HUBSPOT_LIVE_SMOKE=1, so it never touches a live account by accident.
Use “Smoke: cross-vendor data.crm.* resolver round-trip” in Recued. It carries out the named workflow using the connections and settings you choose. It stays skipped unless you set RECUED_SALESFORCE_LIVE_SMOKE=1, so it never touches a live account by accident.
Use “Smoke: HubSpot deal reconciliation round-trip” in Recued. It carries out the named workflow using the connections and settings you choose. It stays skipped unless you set RECUED_HUBSPOT_LIVE_SMOKE=1, so it never touches a live account by accident.
Use “Smoke: Sales Augmentation pack end-to-end (HubSpot)” in Recued. It carries out the named workflow using the connections and settings you choose. It stays skipped unless you set RECUED_HUBSPOT_LIVE_SMOKE=1, so it never touches a live account by accident.
Use “Smoke: Salesforce contact reconciliation round-trip” in Recued. It carries out the named workflow using the connections and settings you choose. It stays skipped unless you set RECUED_SALESFORCE_LIVE_SMOKE=1, so it never touches a live account by accident.
Use “Smoke: Salesforce opportunity reconciliation round-trip” in Recued. It carries out the named workflow using the connections and settings you choose. It stays skipped unless you set RECUED_SALESFORCE_LIVE_SMOKE=1, so it never touches a live account by accident.
Use “Smoke: Sales Augmentation pack end-to-end (Salesforce)” in Recued. It carries out the named workflow using the connections and settings you choose. It stays skipped unless you set RECUED_SALESFORCE_LIVE_SMOKE=1, so it never touches a live account by accident.
Use “SQLite query result watch” in Recued. It provides a scheduled, read-only watch for one local SQLite query. Changes remain behind Recued's approval controls.
Use “SQLite read-only query report” in Recued. Run one approval-gated read-only SQL query against a trusted local SQLite database path and render the rows as a compact report. For best display, alias projected columns as label, detail, and result; the default query lists tables and views from sqliteschema.
Use “Stalled projects” in Recued. Today's intervention list for projects: those with no activity past the 14-day stall horizon, plus active projects with no next action (no open task, pending commitment, or recent note) — each with an AI-suggested next step. Auto-refreshes on weekdays.
Use “Stripe billing resolution watcher” in Recued. It checks saved items on a schedule and updates them when the connected service reports a final status.
Use “Deal Risk Snapshot” in Recued. Three-check risk assessment for deal health. AI analysis runs when enabled and risks are detected.
Use “Email Compliance Scanner” in Recued. Scans insurance email content for ucspa/naic violations: unauthorized promises, missing disclaimers, material omissions. Cites state code.
Use “FHA Compliance Scanner” in Recued. Scans property listing descriptions and email threads on deals for Fair Housing Act violations. Detects discriminatory language against protected classes with AI analysis and known phrase matching.
Use “Scan file secrets with Gitleaks” in Recued. Run a local Gitleaks secret scan against one trusted source path or file ref and preserve the redacted JSON report.
Use “Scan Inbound Files (ClamAV)” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Scan Inbound Files (Windows Defender)” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “PII Compliance Scanner” in Recued. Scans contact records for unauthorized sensitive PII and flags regulatory violations based on region and permitted fields.
Use “Real Estate Law Compliance Scan” in Recued. Weekly scan for new real estate regulations in configured states and their impact on your open CRM deals. Open deals bind to your CRM connection via the standard service operation; web search runs through an enrolled Exa connection's gated the connected service op.
Use “Schedule recipe” in Recued. Create a recurring or one-shot schedule for an already installed Recued recipe. Accepts only an installed recipeid plus timing fields — no inline recipe JSON or new steps.
Use “ICP Fit Scorer” in Recued. Scores accounts against Ideal Customer Profile criteria and displays fit status.
Use “Contact Engagement Scorer” in Recued. Computes engagement score (0-100) using email/meeting activity and recency. Shows health checklist.
Use “Deal Risk Scorer” in Recued. Computes activity, close date, and contact risk subscores (0-100) with weighted total risk. Generates AI narrative for high-risk deals.
Use “Search local files with ripgrep” in Recued. Search one trusted local folder with the local ripgrep CLI and render a limited table of matching file, line, and text preview rows.
Use “Web search (Exa)” in Recued. Search the web for a query through an enrolled Exa connection and show the ranked results.
Use “Contacts by lifecycle stage (any CRM)” in Recued. Segment your CRM contacts by lifecycle stage and show per-stage counts as a table, largest first. Works with HubSpot or Salesforce contacts after setup (both services use a common lifecycle stage).
Use “Send approved Stripe invoice recovery exception” in Recued. It completes the approved the Stripe invoice recovery exception queue workflow. Changes remain behind Recued's approval controls.
Use “Send approved Stripe payment exception follow-up” in Recued. It completes the approved the Stripe payment exceptions queue workflow. Changes remain behind Recued's approval controls.
Use “Review expected quotation draft” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Recent Deals Viewer” in Recued. Displays deals created in the last N days sorted by amount descending.
Use “Queue Issues & Launch Codex” in Recued. Read open GitHub issues on one repo (paginated - big repos are never silently truncated), skip the ones already queued, launch a detached Codex run per new issue (write-tier, approval-gated), and queue each as an open codexqueue row for the sweeper.
Use “MQL Conversion Score Ranker” in Recued. Ranks marketing qualified leads by engagement-based conversion score with recency weighting. Shows top performers with visual status indicators.
Use Mail — Compose in Recued. It carries a message you wrote in the compose window to your own enrolled mail account. Sending stops at the approval gate first, and the approval names the recipients, the subject, and every attached file.
Use Meeting Change Impact - Cal.com in Recued. When Cal.com reports a cancellation, reschedule, or no-show, see which selected tasks may be affected and approve only supported due-date changes.
Use Meeting Outcomes - Cal.com in Recued. Turn a completed booking transcript into reviewed follow-through in the projects you share with the people in the meeting, so approved changes become current context for the next meeting.
Use Meeting Outcomes - Cal.com Transcripts in Recued. When a transcript is ready, turn supported outcomes into reviewed follow-through in the projects you share with the people in the meeting, ready for the next meeting.
Use Meeting Outcomes - Uploaded Notes in Recued. Turn meeting notes and attendee emails into reviewed follow-through in the projects you share with those attendees, so approved changes help prepare the next meeting.
Use Meeting Outcomes - Typed Notes in Recued. Write or paste what happened in a meeting and turn it into reviewed follow-through in the projects you share with the people who were there, with no recording, file, or calendar involved.
Use Meeting Outcomes - Recording in Recued. Turn a meeting recording into reviewed follow-through in the projects you share with the attendees, so approved changes become useful context for the next meeting.
Use Meeting Prep from Project Updates - Cal.com in Recued. Keep work current as it happens, then reuse that progress for the project portion of your next meeting and prepare only what remains.
Use Meeting Prep from Project Updates in Recued. Name any meeting yourself, from any calendar or none, and reuse current work so the project portion is prepared before you walk in.
Use Paid Booking Fulfillment - Cal.com in Recued. When Cal.com reports a booking paid, combine its current intake with your delivery rules, then review a new delivery project or tasks in an existing one—no CRM required.
Use Project Intervention - Cal.com in Recued. Review recent project and task activity, keep coordination asynchronous when possible, or approve a focused booking using only supplied attendee emails and current Cal.com availability.
Use Reception — Approval in Recued. It includes 1 built-in action. Actions that change data use Recued's approval controls.
Use Reception — Drop in Recued. It includes 1 built-in action. Actions that change data use Recued's approval controls.
Use Reception — Intake in Recued. It includes 1 built-in action. Actions that change data use Recued's approval controls.
Use Reception — Scheduling in Recued. It includes 1 built-in action and 3 ready-to-run workflows. Actions that change data use Recued's approval controls.
Use Queue Desk in Recued to run a take-a-number line. A visitor picks a service type on your public Reception form, gets a number and a link that shows how many are still ahead, and staff call the next person from any paired device. It includes 17 built-in actions and 13 ready-to-run workflows. Actions that change data use Recued's approval controls.
Use Microsoft Document Reader in Recued for SharePoint, OneDrive, and Office documents. Read what a document actually says — on demand, or as new ones arrive in a library. It includes 3 ready-to-run workflows and reads without changing anything in Microsoft 365.
Use Excel Workbook Desk in Recued for spreadsheets, tables, and trackers. Find a workbook by name, ask questions about a sheet, look up rows the way you would in a database, and add rows to a table. It includes 5 ready-to-run workflows, and the one that changes data uses Recued's approval controls.
Use Fleet Money in Recued to run assigned jobs and worker payments from offer through settlement. Record arrivals, completion, and customer payments; hold earnings for complaints; correct mistakes with a clear history; and let approved fleet managers use the same guided actions.
Use DeepTutor in Recued to drive the DeepTutor CLI on your own machine: read its runtime readiness, inspect a curriculum knowledge base, and generate short-answer assessments from it. Install DeepTutor Records alongside it to store students, assessments, answers and scorecards. It runs locally on your machine. Actions that change data use Recued's approval controls.
Use DeepTutor Records in Recued for education, tutoring, student and assignment record-keeping. It stores students, assessments, answers, artifacts and scorecards, and includes 9 ready-to-run workflows that enrol students, send assessments, capture answers and grade them. It needs the DeepTutor pack for question generation. It runs locally on your machine. Actions that change data use Recued's approval controls.
Use Quote to Cash - QuickBooks in Recued to run a small business's sales paperwork: quote the work, invoice it when the customer agrees, then record the payment that closes it. Sales paid on the spot get their own workflow. Ten ready-to-run workflows, including one that turns an enquiry you already received into a priced quotation. Send each document from your accounting system or your own outbox. Changes are approved first.
Use Peer Review in Recued to have a peer read a draft and answer it, with their reasons. Install it on the ASKING side only: the reviewer installs nothing, because the door that receives a question is built into every Recued server. They opt in by granting your credential the peer-question door and, on your contract, the exact label you name. The Ask a peer guide in the Recued documentation walks both sides through the setup.
Use Help Center Compatibility - Zendesk in Recued for articles, sections, and categories. It includes 9 built-in actions. Connect your Zendesk account to use it.
Use CRM Sales Admin - Zoho CRM in Recued for metadata. It includes 4 built-in actions. Connect your Zoho CRM account to use it.
Use CRM Sales Related Notes - Zoho CRM in Recued. It includes 5 built-in actions. Connect your Zoho CRM account to use it.
Use CRM Sales Search - Zoho CRM in Recued. It includes 5 built-in actions. Connect your Zoho CRM account to use it.
Use CRM Work Admin - Zoho CRM in Recued for metadata. It includes 4 built-in actions. Connect your Zoho CRM account to use it.
Use CRM Work Related Notes - Zoho CRM in Recued. It includes 5 built-in actions. Connect your Zoho CRM account to use it.
Use CRM Work Search - Zoho CRM in Recued. It includes 2 built-in actions. Connect your Zoho CRM account to use it.
Use Support Desk - Zoho Desk Tickets in Recued for helpdesk. It includes 10 built-in actions. Connect your Zoho Desk account to use it. Actions that change data use Recued's approval controls.
Use CMS - Webflow Unpublished Changes in Recued for publishing and content. It includes 1 ready-to-run workflow and 1 related pack in one install.
Use Structured facts — Wikidata in Recued for knowledge graph, entities, and reference. It includes 3 built-in actions and 1 ready-to-run workflow. No account or API key is required.
Use Computation - Wolfram|Alpha in Recued for knowledge, math, units, and conversion. It includes 2 built-in actions and 1 ready-to-run workflow. Connect your Wolfram Alpha account to use it.
Use X (Twitter) Publishing in Recued for social publishing, social, and post. It includes 2 built-in actions. Connect your X Twitter account to use it. Actions that change data use Recued's approval controls.
Use Recipes — TheMealDB in Recued for cooking, food, and ingredients. It includes 3 built-in actions and 1 ready-to-run workflow. No account or API key is required.
Use Events - Ticketmaster Discovery in Recued for concerts, sports, theatre, and venues. It includes 7 built-in actions and 1 ready-to-run workflow. Connect your Ticketmaster account to use it.
Use TradingView UDF Datafeed — Symbols, Quotes & History in Recued for market data and charting. It includes 8 built-in actions and 6 ready-to-run workflows. No account or API key is required.
Use Security - Vanta Audit Evidence and Scope in Recued for compliance, grc, vulnerabilities, and soc2. It includes 11 built-in actions and 1 ready-to-run workflow. Connect your Vanta account to use it.
Use Security - VirusTotal Reputation Lookup in Recued for threat intel, malware, domain, and ip. It includes 7 built-in actions and 1 ready-to-run workflow. Connect your Virustotal account to use it.
Use Weather Desk in Recued for forecast, open meteo, nominatim, and geocoding. It includes 5 ready-to-run workflows and 4 related packs in one install.
Use “Bank statement import” in Recued to bring a statement you exported yourself — CSV from any bank — into your own warehouse, with no aggregator in the middle. Aggregators gate real account data behind an approved business account; a file needs no credentials and no third party sees your transactions. You name your bank's columns once, so nothing is guessed. Re-importing an overlapping export skips lines you already have instead of double-counting them. Feeds ledger-book and expense-ledger.
Use Tavily — Search, Extract, Crawl & Research in Recued for web, map, citations, and rag. It includes 8 built-in actions and 8 ready-to-run workflows. Connect your Tavily account to use it. Actions that change data use Recued's approval controls.
Use Work - Teamwork.com Projects, Tasks and Time in Recued for time tracking and project management. It includes 10 built-in actions and 1 ready-to-run workflow. Connect your Teamwork account to use it.
Use SEC EDGAR (data.sec.gov) in Recued for xbrl, filings, fundamentals, and equities. It includes 2 built-in actions. No account or API key is required.
Use SEC EDGAR (www.sec.gov) in Recued for xbrl, filings, fundamentals, and equities. It includes 1 built-in action. No account or API key is required.
Use Seller Quote Request in Recued for unspecified pricing, estimate, order, and reception. It includes 7 built-in actions and 4 ready-to-run workflows. Actions that change data use Recued's approval controls.
Use Data - Snowflake Metadata and Warehouse Cost in Recued for schema and credits. It includes 8 built-in actions and 1 ready-to-run workflow. Connect your Snowflake account to use it.