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. Deal + activity reads bind to your HubSpot connection via the canonical deal.read + engagement.list ops; web search runs through an enrolled Exa connection's gated recued-core.exa.web.search op.

How it works 19 steps

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

Process (19 steps)

■ deal ?

⚠ guard_deal guard

Stop if deal result properties is empty

■ activities ?

■ activity_text map

Extract from each item

■ combined_text join

Join items with " "

■ extraction ?

■ 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 ?

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 ?

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

Settings 3 configurable

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

crm setting =

exa setting =

max search results number = 3