Deal Competitor Tracker
Use “Deal Competitor Tracker” in Recued. Checks deal competitor information and uses AI to scan recent notes/emails for new competitor mentions. Activities bind to your HubSpot connection via the standard service operation.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (8 steps)
deal
recued-core.hubspot.deal.read
Read deal on hubspot
check_deal
guard
Stop if deal result properties is missing
activities
recued-core.hubspot.engagement.list
List engagement on hubspot
activities_flat
map
Extract from each item
extract_new_competitors
core.ai.extract
AI extracts structured fields from data
skip: config.enable_ai equal false
mentions_list
coalesce
Use the first available value from: extract new competitors competitor mentions,
competitor_checklist
to_checklist
Format results as an actionable checklist
suggested_additions
to_summary
Format results as a summary card
skip: step.mentions_list is_empty
▼
Output
checklist
competitor_checklist
summary
suggested_additions
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
enable ai
toggle
=
on
lookback days
number
=
30
Uses (3 operations)
Pack operation
Read deal on hubspot
recued-core.hubspot.deal.read
Pack operation
List engagement on hubspot
recued-core.hubspot.engagement.list
AI models
AI extracts structured fields from data
core.ai.extract
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.
What it's allowed to do
Read
AI models
core.ai.extract
read-only
2 more aren't listed here. You'll see them at install.