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Create approved mail commitment

by recued-core v2 17 views

Use “Create approved mail commitment” in Recued. It carries out the named workflow using the connections and settings you choose.

Complete workflow

Use Mail Commitment Proposal Loop in Recued for email, work entity, approval, and closed loop. It includes 1 ready-to-run workflow and 1 related pack in one install.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Use “Create approved mail commitment” in Recued. It carries out the named workflow using the connections and settings you choose.

emailmailcommitmentwork-entity
by recued-core pinned v2
View pack details, dependencies, and permissions →
How it works 33 steps

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

Data fetch
▼ proposals core.storage.shared.list
List storage shared
▼
Process (32 steps)
■ proposals_family filter
Filter by condition
■ pending_proposals filter
Filter by condition
■ has_target compare
Check if setting proposal thread key has data
■ targeted_proposals filter
Filter by condition
■ selected_pool ternary
Apply ternary
■ candidate_proposals slice
Take a subset of
■ pending_count count
Count items in pending proposals
■ has_candidate compare
Check if candidate proposals has data
■ defaults defaults
Apply defaults
■ commitment_statement trim
Trim whitespace from commitment statement raw
■ raw_direction default
Apply default
■ direction_is_outbound compare
Check if raw direction equals outbound
■ direction_is_internal compare
Check if raw direction equals internal
■ internal_or_inbound ternary
Apply ternary
■ commitment_direction ternary
Apply ternary
■ defaults_2 defaults
Apply defaults
■ counterparty_email trim
Trim whitespace from counterparty email raw
■ extraction_confidence default
Apply default
■ has_mail_slug compare
Check if mail slug has data
■ has_record_id compare
Check if record id has data
■ has_thread_id compare
Check if thread id has data
■ has_commitment_statement compare
Check if commitment statement has data
■ skip_create any
Check if any of the conditions are true
■ skip_counterparty_resolve any
Check if any of the conditions are true
◆ resolve_counterparty core.contact.resolve
Resolve contact
skip: step.skip_counterparty_resolve equal true
■ commitment_key_hash sha256
Apply sha256
◆ commitment_created core.work-entity.commitment.create
Create work entity commitment
skip: step.skip_create equal true
■ has_commitment compare
Check if commitment created commitment id has data
■ skip_finalize any
Check if any of the conditions are true
◆ mark_proposal_created core.storage.shared.write
Write storage shared
skip: step.skip_finalize equal true
◆ link_commitment_to_mail core.memory.link.create
Create memory link
skip: step.skip_finalize equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
Settings 1 configurable

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

proposal thread key setting =

Uses (5 operations)

Shared store List storage shared core.storage.shared.list
Contacts Resolve contact core.contact.resolve
Tasks & notes Create work entity commitment core.work-entity.commitment.create
Shared store Write storage shared core.storage.shared.write
Memory Create memory link core.memory.link.create

Trust & control

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

What it's allowed to do

Read Shared store core.storage.shared.list read-only
Read Contacts core.contact.resolve read-only
Write Tasks & notes core.work-entity.commitment.create external change
Write Shared store core.storage.shared.write external change
Write Memory core.memory.link.create external change

Data it touches

SurfacesShared storeContactsTasks & notesMemory
Warehousedata.commitmentdata.maildata.shared

About

Tags

emailmailcommitmentwork-entityapprovalclosed-loopcore-onlystate:mail-commitment-proposal-producerpack:mail-commitment-proposal

Details

33 steps 1 configurable settings recipe_id: create-approved-mail-commitment