Use “Maxio customer revenue brief” in Recued. It provides a read-only Maxio customer revenue brief.

How it works 13 steps

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

Process (13 steps)

◆ customer recued-core.maxio.customer.read

Read customer on maxio

◆ subscriptions_raw recued-core.maxio.customer.subscription.search

Search customer subscription on maxio

◆ invoices_raw recued-core.maxio.invoice.search

Search invoice on maxio

◆ events_raw recued-core.maxio.event.search

Search event on maxio

■ defaults defaults

Apply defaults

■ subscription_count count

Count items in subscriptions

■ invoice_count count

Count items in invoices

✦ summarize core.ai.summarize

AI generates a concise summary

■ subscription_rows slice

Take a subset of

■ invoice_rows slice

Take a subset of

■ subscription_table to_table

Format results as a data table

■ invoice_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

▼

Output

summary card

table subscription_table

table invoice_table

Settings 4 configurable

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

focus setting = Summarize this Maxio customer for subscription states, invoice status, balances, renewal risk, and concrete next checks. Do not invent facts outside the Maxio data.

row limit setting = 12

max length setting = 900

customer id setting = [object Object]