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Competitive Intelligence Scanner

by recued-core v3 43 views

Use “Competitive Intelligence Scanner” in Recued. Scans a HubSpot deal's logged activities (calls, emails, meetings, notes) for competitor mentions, searches the web for the named competitors' pricing + features, then produces a comparison analysis.

How it works 19 steps

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

Process (19 steps)
◆ deal recued-core.hubspot.deal.read
Read deal on hubspot
⚠ guard_deal guard
Stop if deal result properties is empty
◆ activities recued-core.hubspot.engagement.list
List engagement on hubspot
■ activity_text map
Extract from each item
■ combined_text join
Join items with " "
✦ extraction core.ai.extract
AI extracts structured fields from data
■ competitors_found coalesce
Use the first available value from: extraction competitors,
■ has_competitors compare
Check if competitors found has data
■ competitor_list join
Join items with ", "
■ search_query template
Generate text from a template
skip: step.has_competitors equal false
◆ web_results recued-core.exa.web.search
Search web on exa
skip: step.has_competitors equal false
■ limited_results slice
Take a subset of
skip: step.has_competitors equal false
■ search_context map
Extract from each item
skip: step.has_competitors equal false
■ comparison_pii_protect pii-protect
Apply pii-protect
✦ comparison core.ai.compare
AI compares two pieces of data (PII auto-protected)
skip: step.has_competitors equal false
■ comparison_pii_restore pii-restore
Apply pii-restore
■ extraction_summary to_summary
Format results as a summary card
■ intel_checklist to_checklist
Format results as an actionable checklist
■ web_table to_table
Format results as a data table
skip: step.has_competitors equal false
▼
Output
summary extraction_summary
checklist intel_checklist
table web_table
ai_analysis comparison_pii_restore.restored
Settings 1 configurable

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

max search results number = 3

Uses (5 operations)

Pack operation Read deal on hubspot recued-core.hubspot.deal.read
Pack operation List engagement on hubspot recued-core.hubspot.engagement.list
AI models AI extracts structured fields from data core.ai.extract
Pack operation Search web on exa recued-core.exa.web.search
AI models AI compares two pieces of data core.ai.compare

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read AI models core.ai.extract read-only
Read AI models core.ai.compare read-only

3 more aren't listed here. You'll see them at install.

Data it touches

SurfacesAI models

About

Tags

hubspot dealcompetitorintelligencehubspotai

Details

19 steps 1 configurable settings recipe_id: detect-competitor-mentions-hubspot