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Create an Attio follow-up task

by recued-core v1

Approval-gated Attio task creation. It lists workspace members and existing tasks for context, then creates one plaintext follow-up task through recued-core.attio.task.create against an explicit Attio linked-record locator. It does not update tasks, delete tasks, complete tasks, update records, create notes, mutate schema, or call arbitrary Attio endpoints.

How it works 9 steps

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

Process (9 steps)
task_content trim
Trim whitespace from setting content
record_locator trim
Trim whitespace from setting linked record locator
workspace_members ?
existing_tasks ?
has_content compare
Check if task content has data
has_record compare
Check if record locator has data
ready all
Check if all conditions are true
create_task ?
skip: step.ready not_equal true
card to_summary
Format results as a summary card
Settings 5 configurable

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

attio setting =
content setting =
deadline at setting =
assignee member id setting =
linked record locator setting =

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

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

Data it touches

Warehousedata.formatdata.contentdata.assigneesdata.deadline_atdata.is_completeddata.linked_records

About

Tags

attio attiotaskfollow-uprecordapprovalpack:attio

Details

9 steps 5 configurable settings recipe_id: create-attio-follow-up-task