Approval-gated Close note workflow. It reads the target lead, creates one note activity, and returns the created note. It never uploads attachments, sends email/SMS/calls, creates tasks or opportunities, deletes notes, or calls arbitrary Close routes.

How it works 3 steps

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

Process (3 steps)

■ lead ?

■ note ?

■ card to_summary

Format results as a summary card

Settings 6 configurable

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

note setting =

close setting =

title setting =

pinned setting = false

lead id setting =

contact id setting =