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Zuora account revenue brief

by recued-core v3 27 views

Use “Zuora account revenue brief” in Recued. It provides a read-only Zuora account brief.

How it works 13 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (13 steps)
◆ account_read recued-core.zuora.account.read
Read account on zuora
◆ summary recued-core.zuora.account.summary.read
Read account summary on zuora
◆ subscriptions_raw recued-core.zuora.subscription.account.search
Search subscription account on zuora
■ defaults defaults
Apply defaults
■ invoice_count count
Count items in summary invoices
■ payment_count count
Count items in summary payments
■ subscription_count count
Count items in subscriptions
■ invoice_rows slice
Take a subset of
■ subscription_rows slice
Take a subset of
✦ summarize core.ai.summarize
AI generates a concise summary
■ invoice_table to_table
Format results as a data table
■ subscription_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table invoice_table
table subscription_table
Settings 4 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

focus setting = Summarize the Zuora account for a revenue operator: balance, payment state, recent invoices and payments, subscription status, renewal or term risk, and concrete follow-up. Do not invent facts outside the Zuora data.
row limit setting = 25
max length setting = 1000
account key setting = [object Object]

Uses (4 operations)

Pack operation Read account on zuora recued-core.zuora.account.read
Pack operation Read account summary on zuora recued-core.zuora.account.summary.read
Pack operation Search subscription account on zuora recued-core.zuora.subscription.account.search
AI models AI generates a concise summary core.ai.summarize

Trust & control

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

Permissions it requires

Read your Zuora connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

What it's allowed to do

Read AI models core.ai.summarize read-only

3 more aren't listed here. You'll see them at install.

Data it touches

SurfacesAI models

About

Tags

zuora zuorabillingsubscriptionsrevenueaccountinvoicebriefai-summarypack:zuora

Details

13 steps 4 configurable settings recipe_id: account-revenue-brief-zuora