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Create an Attio follow-up task

by recued-core v3 27 views

Use “Create an Attio follow-up task” in Recued. It runs the Attio task creation with approval before changes are made.

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 recued-core.attio.workspace_member.search
Search workspace member on attio
◆ existing_tasks recued-core.attio.task.search
Search task on attio
■ 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 recued-core.attio.task.create
Create task on attio
skip: step.ready not_equal true
■ card to_summary
Format results as a summary card
▼
Output
summary card
json existing_tasks.result
json create_task.result
Settings 4 configurable

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

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

Uses (3 operations)

Pack operation Search workspace member on attio recued-core.attio.workspace_member.search
Pack operation Search task on attio recued-core.attio.task.search
Pack operation Create task on attio recued-core.attio.task.create

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

About

Tags

attio attiotaskfollow-uprecordapprovalpack:attio

Details

9 steps 4 configurable settings recipe_id: create-follow-up-task-attio