Use “Create an Outreach template” in Recued. It runs the Outreach template creation with approval before changes are made.

How it works 8 steps

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

Process (8 steps)

■ subject trim

Trim whitespace from setting subject

■ body_html trim

Trim whitespace from setting body html

◆ existing_templates recued-core.outreach.template.search

Search template on outreach

■ has_subject compare

Check if subject has data

■ has_body compare

Check if body html has data

■ ready all

Check if all conditions are true

◆ create_template recued-core.outreach.template.create

Create template on outreach

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

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Output

summary card

json existing_templates.result

json create_template.result

Settings 2 configurable

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

subject setting =

body html setting =