Read-only Close lead activity workflow. It reads one lead plus related contacts, opportunities, tasks, and notes, then summarizes relationship state, open pipeline, activity evidence, and next follow-up. It never creates, updates, deletes, sends email/SMS/calls, exports data, or calls arbitrary Close routes.

How it works 17 steps

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

Process (17 steps)

■ lead ?

■ contacts_raw ?

■ opportunities_raw ?

■ tasks_raw ?

■ notes_raw ?

■ contacts default

Apply default

■ opportunities default

Apply default

■ tasks default

Apply default

■ notes default

Apply default

■ contact_count count

Count items in contacts

■ opportunity_count count

Count items in opportunities

■ task_count count

Count items in tasks

■ note_count count

Count items in notes

■ summarize ?

■ opportunity_table to_table

Format results as a data table

■ task_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 5 configurable

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

close setting =

focus setting = Summarize this Close lead's status, contacts, active opportunities, open tasks, recent notes, risk signals, and recommended next action. Use only Close data.

lead id setting =

row limit setting = 20

max length setting = 900