Use “Deal Handoff Brief” in Recued. Generates AI-powered handoff brief when deal ownership changes. Summarizes history, key contacts, highlights, open objections, and next steps with PII protection.

How it works 14 steps

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

Process (14 steps)

■ deal ?

■ contacts_list ?

■ contacts_raw map

Extract from each item

■ activities_raw ?

■ activities_flat map

Extract from each item

■ activities_sorted sort

Sort by

skip: step.activities_flat is_empty

■ recent_activities slice

Take a subset of

skip: step.activities_sorted is_empty

■ notes_all filter

Filter by condition

skip: step.activities_flat is_empty

■ ai_extract_pii_protect pii-protect

Apply pii-protect

■ ai_extract_pii_protect_2 pii-protect

Apply pii-protect

■ ai_extract ?

skip: config.enable_ai equal false

■ ai_extract_pii_restore pii-restore

Apply pii-restore

■ ai_extract_pii_restore_2 pii-restore

Apply pii-restore

■ brief_summary to_summary

Format results as a summary card

skip: step.ai_extract_pii_restore_2.restored is_null

Settings 2 configurable

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

hubspot setting =

enable ai toggle = on