Recued
Menu
← Back to recipes

Acuity appointment brief

by recued-core v3 27 views

Use “Acuity appointment brief” in Recued. It provides a read-only Acuity appointment review brief.

How it works 10 steps

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

Process (10 steps)
◆ appointment recued-core.acuity.appointment.read
Read appointment on acuity
◆ payments_raw recued-core.acuity.appointment.payment.search
Search appointment payment on acuity
◆ forms_raw recued-core.acuity.form.search
Search form on acuity
◆ types_raw recued-core.acuity.appointment_type.search
Search appointment type on acuity
◆ calendars_raw recued-core.acuity.calendar.search
Search calendar on acuity
■ payments default
Apply default
■ payment_count count
Count items in payments
✦ summarize core.ai.summarize
AI generates a concise summary
■ payment_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table payment_table
json appointment.result
Settings 3 configurable

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

focus setting = Summarize this Acuity appointment's client details, intake answers, payment status, calendar context, scheduling risks, and concrete follow-up next steps. Do not invent facts outside the Acuity data.
max length setting = 900
appointment id setting = [object Object]

Uses (6 operations)

Pack operation Read appointment on acuity recued-core.acuity.appointment.read
Pack operation Search appointment payment on acuity recued-core.acuity.appointment.payment.search
Pack operation Search form on acuity recued-core.acuity.form.search
Pack operation Search appointment type on acuity recued-core.acuity.appointment_type.search
Pack operation Search calendar on acuity recued-core.acuity.calendar.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 Acuity 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

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

Data it touches

SurfacesAI models

About

Tags

acuity acuityappointmentspaymentsintakefront-deskai-summarypack:acuity

Details

10 steps 3 configurable settings recipe_id: appointment-brief-acuity