Use “Zoho CRM deal follow-up brief” in Recued. It provides a read-only review brief for one Zoho CRM deal.

How it works 12 steps

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

Process (12 steps)

◆ deal recued-core.zoho-crm-sales.deal.read

Read deal on zoho crm sales

◆ notes recued-core.zoho-crm-sales-related-notes.deal.note.search

Search deal note on zoho crm sales related notes

◆ tasks recued-core.zoho-crm-sales-search.task.query

Query task on zoho crm sales search

■ has_contact compare

Check if setting contact id has data

◆ contact recued-core.zoho-crm-sales.contact.read

Read contact on zoho crm sales

skip: step.has_contact not_equal true

■ has_account compare

Check if setting account id has data

◆ zoho_account recued-core.zoho-crm-sales.account.read

Read account on zoho crm sales

skip: step.has_account not_equal true

■ note_rows slice

Take a subset of

■ task_rows slice

Take a subset of

✦ brief core.ai.summarize

AI generates a concise summary

■ card to_summary

Format results as a summary card

■ note_rows_table to_table

Format results as a data table

▼

Output

summary card

ai_analysis brief

table note_rows_table

Settings 4 configurable

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

deal id setting =

account id setting =

contact id setting =

brief guidance setting = Summarize deal status, value, stage, close-date pressure, notes, likely missing context, and the next concrete follow-up. Do not invent facts outside the Zoho CRM records.