Competitive Intelligence Scanner
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
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
Configurable at install. Defaults shown — change them anytime in Recued.
crm
setting
=
exa
setting
=
max search results
number
=
3