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Competitive Intelligence Scanner

by recued-core v2 13 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 ?
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

About

Tags

hubspot dealcompetitorintelligencehubspotai

Details

19 steps 3 configurable settings recipe_id: detect-competitor-mentions-hubspot