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 ?

■ 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 ?

skip: step.ready not_equal true

■ card to_summary

Format results as a summary card

Settings 3 configurable

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

subject setting =

outreach setting =

body html setting =