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Attio relationship operations digest

by recued-core v1

Scheduled read-only Attio relationship operations digest. It lists bounded pages of workspace metadata, objects, people, companies, deals, lists, open tasks, and notes through recued-core.attio, renders compact review tables, and optionally sends an in-app nudge when people are visible. It never updates records, upserts records, deletes records, mutates schema, completes tasks, deletes notes, creates lists, uploads files, manages comments or threads, manages webhooks, performs SCIM administration, exchanges OAuth tokens, or calls arbitrary Attio endpoints.

How it works 29 steps

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

Process (29 steps)
■ identity_raw ?
■ objects_raw ?
■ people_raw ?
■ companies_raw ?
■ deals_raw ?
■ lists_raw ?
■ tasks_raw ?
■ notes_raw ?
■ people default
Apply default
■ companies default
Apply default
■ deals default
Apply default
■ lists default
Apply default
■ tasks default
Apply default
■ notes default
Apply default
■ people_count count
Count items in people
■ company_count count
Count items in companies
■ deal_count count
Count items in deals
■ list_count count
Count items in lists
■ task_count count
Count items in tasks
■ note_count count
Count items in notes
■ has_people compare
Check if people count is greater than 0
■ notify_enabled compare
Check if setting notify when people equals true
■ should_notify all
Check if all conditions are true
■ notify ?
skip: step.should_notify not_equal true
■ person_rows slice
Take a subset of
■ person_table to_table
Format results as a data table
■ deal_rows slice
Take a subset of
■ deal_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
Settings 7 configurable

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

attio setting =
channels setting = in_app
end hour setting = 10
weekdays setting = 1,2,3,4,5
row limit setting = 50
start hour setting = 8
notify when people setting = true

Trust & control

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

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

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

About

recued-core

Tags

attio attiocrmrelationshippeoplecompaniesdealstasksnotesdigestnotificationpack:attio

Details

29 steps 7 configurable settings recipe_id: attio-relationship-operations-digest