Use “Deal Stakeholder Map” in Recued. Classifies each contact's buyer role (champion, blocker, evaluator, decision-maker), analyzes activity sentiment, and flags engagement risks. Activities bind to your HubSpot connection via the standard service operation.
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Recued Core
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Aug 29, 2026 latest
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Use “Meeting Notes To Action” in Recued. Turn normalized meeting notes into visible action candidates, then optionally create Recued tasks and commitments.
Use “Notify commitment due soon” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “Notify deals closing soon (cross-vendor CRM)” in Recued. Cross-vendor reactive alert.
Use “Notify deals closing soon (HubSpot)” in Recued. Reactive alert. It uses the connections and settings you choose when you run it.
Use “Accounts by Region Analyzer” in Recued. Groups US accounts into 5 regions (Northeast, Midwest, South, West, Other) using zip code prefix lookup. Computes account count, total revenue, and average deal size per region.
Use “Open Deals by Owner” in Recued. Groups all open deals by owner with pipeline metrics and sortable table view.
Use “Handle Codex Failure” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Handle Codex Success” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Inbound/outbound ratio” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “Deal 360° Intelligence” in Recued. Cross-entity view: deal health, contact engagement, company context, recent activities, and open tickets — all in one results panel. AI synthesizes the full picture.
Use “Compliance Incident Investigator” in Recued. Chronologically sorts all deal activities and generates AI-powered timeline summary highlighting key compliance decisions. Activities bind to your CRM connection via the standard service operation (HubSpot engagements).
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.
Use “Last meaningful touch” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “Company News Monitor” in Recued. Searches recent news for each company behind contacts in target lifecycle stages, classifies the most significant event per account in one batch AI call, and shows a confidence-sorted table.
Use “Contacts missing a phone number (any CRM)” in Recued. Find CRM contacts with no phone number on file and show the count plus a follow-up table (email, lifecycle stage, owner). The missing-phone filter runs server-side in the CRM.
Use “Silent High-ICP Accounts” in Recued. Identifies high-ICP accounts with no recent outbound activity for re-engagement.
Use “Stale Deals Finder” in Recued. Identifies open deals with no activity beyond threshold and displays stalest deals first.
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 “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.
Use “Draft follow-ups on silent threads” in Recued. It provides a read-only Email/Outbox workflow.
Use “Follow-up Reminder” in Recued. Checks if contact follow-up is overdue based on last activity date.
Use “Follow-up Reminder” in Recued. Checks days since last activity on contact/deal/ticket and shows overdue status or missing data.
Use “Open-pipeline forecast (any CRM)” in Recued. Roll your open CRM pipeline into one forecast card: open-deal count, raw pipeline value (sum of amounts), and the vendor's committed forecast (sum of forecast amounts).
Use “90-Day Deal Forecast” in Recued. Groups open deals by close date month within forecast horizon, displays monthly pipeline table, and generates AI narrative analyzing monthly trends + risk factors.
Use “Pipeline Forecaster” in Recued. Forecasts pipeline by month with weighted totals and AI narrative.
Use “Case Study Generator” in Recued. Generates executive-ready case studies from closed-won deal notes with PII protection. Activities bind to your HubSpot connection via the standard service operation.
Use “Cold Email Generator” in Recued. Generates three tailored cold emails (initial, follow-up, breakup) using account context. Each email ≤150 words with copy buttons.
Use “News Icebreaker” in Recued. Generates a personalized icebreaker for a CRM contact using recent web news about their company. Contact reads bind to your HubSpot connection via the standard service operation; web search runs through an enrolled Exa connection's gated the connected service op.
Use “Meeting Agenda Generator” in Recued. Generates a professional 4-section meeting agenda when a deal has a meeting scheduled within 48 hours. Activities bind to your HubSpot connection via the standard service operation.
Use “Git repo change watch” in Recued. A scheduled worktree watch for one trusted local Git repository path.
Use “Git repo daily brief” in Recued. A scheduled local Git briefing for one trusted repository path.
Use “Deal Handoff Brief” in Recued. Generates AI-powered handoff brief when deal ownership changes. Summarizes history, key contacts, highlights, open objections, and next steps with PII protection.
Use “Refresh deal health score (HubSpot)” in Recued. Reactive AI producer. It uses the connections and settings you choose when you run it.
Use “Refresh deal health score (Salesforce)” in Recued. Reactive AI producer. It uses the connections and settings you choose when you run it.
Use “Refresh deal velocity signal (HubSpot)” in Recued. Reactive silent producer. It uses the connections and settings you choose when you run it.
Use “Refresh deal velocity signal (Salesforce)” in Recued. Reactive silent producer.
Use “Competitive Intelligence Scanner” in Recued. Scans a HubSpot deal's logged activities (calls, emails, meetings, notes) for competitor mentions, searches the web for the named competitors' pricing + features, then produces a comparison analysis.
Use “Fair Housing Steering Detector” in Recued. Analyzes showing patterns for potential steering violations under FHA (24 CFR §100.70). Computes chi-square steering score across inferred demographic proxies and zip clusters.
Use “Daily Pipeline Digest” in Recued. Weekday pipeline health digest with drift detection. Compares today's weighted pipeline score against yesterday's, flags deals that moved stages or went stale, and surfaces the overall health delta.
Use “AI Follow-up Email Drafter” in Recued. Analyzes deal context and recent activity, then generates a personalized follow-up email draft and writes it into HubSpot's email compose form. Activities bind to your HubSpot connection via the standard service operation.
Use “Draft support reply from mail” in Recued. It provides a read-only selected-message reply workflow.
Use “Engagement silence duration” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “Engagement velocity signal” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “Expected quotation email watcher” in Recued. It supports this workflow in the background and is not intended to be run directly.
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 “Email PII Extractor” in Recued. Extracts contact details from email signatures. Shows extracted values with validation status.
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.