Checks deal.competitors field and uses AI to scan recent notes/emails for new competitor mentions. Activities bind to your HubSpot connection via the canonical engagement.list op.

How it works 8 steps

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

Process (8 steps)

■ deal ?

⚠ check_deal guard

Stop if deal result properties is missing

■ activities ?

■ activities_flat map

Extract from each item

■ extract_new_competitors ?

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

Settings 3 configurable

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

hubspot setting =

enable ai toggle = on

lookback days number = 30