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Salesloft cadence readiness brief

by recued-core v5 26 views

Use “Salesloft cadence readiness brief” in Recued. It provides a read-only Salesloft cadence readiness brief.

How it works 10 steps

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

Process (10 steps)
■ cadence_id trim
Trim whitespace from setting cadence id
◆ cadence recued-core.salesloft.cadence.read
Read cadence on salesloft
◆ memberships recued-core.salesloft.cadence_membership.search
Search cadence membership on salesloft
◆ users recued-core.salesloft.user.search
Search user on salesloft
◆ person_stages recued-core.salesloft.person_stage.search
Search person stage on salesloft
■ membership_rows slice
Take a subset of
■ user_rows slice
Take a subset of
■ person_stage_rows slice
Take a subset of
✦ summary core.ai.summarize
AI generates a concise summary
■ card to_summary
Format results as a summary card
▼
Output
summary card
ai_analysis summary
json cadence.result
json membership_rows
json user_rows
json person_stage_rows
Settings 2 configurable

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

row limit setting = 50
cadence id setting =

Uses (5 operations)

Pack operation Read cadence on salesloft recued-core.salesloft.cadence.read
Pack operation Search cadence membership on salesloft recued-core.salesloft.cadence_membership.search
Pack operation Search user on salesloft recued-core.salesloft.user.search
Pack operation Search person stage on salesloft recued-core.salesloft.person_stage.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 Salesloft 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

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

Data it touches

SurfacesAI models

About

Tags

salesloft salesloftcadencemembershipsusersreadinessbriefpack:salesloft

Details

10 steps 2 configurable settings recipe_id: cadence-readiness-brief-salesloft