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AI Follow-up Email Drafter

by recued-core v3 40 views

Use “AI Follow-up Email Drafter” in Recued. Analyzes deal context and recent activity, then generates a personalized follow-up email draft and writes it into HubSpot's email compose form. Activities bind to your HubSpot connection via the standard service operation.

How it works 18 steps

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

Process (18 steps)
◆ deal recued-core.hubspot.deal.read
Read deal on hubspot
⚠ guard_deal guard
Stop if deal result properties is empty
◆ contacts_list recued-core.hubspot.deal_contacts.list
List deal contacts on hubspot
■ contacts map
Extract from each item
◆ activities recued-core.hubspot.engagement.list
List engagement on hubspot
■ activities_flat map
Extract from each item
■ primary_contact find
Find first match in
■ email_draft_pii_protect pii-protect
Apply pii-protect
■ contact_name coalesce
Use the first available value from: email draft pii protect aliased first name, there
■ recent_activities slice
Take a subset of
■ days_since_activity date_diff
Calculate days between deal result properties notes last contacted and now
skip: step.deal.result.properties.notes_last_contacted is_null
■ length_hint switch
Map setting max length to one of: long, short, medium
■ context_summary pick
Keep only specific fields from
✦ email_draft core.ai.prompt
AI generates a response from a custom prompt
■ email_draft_pii_restore pii-restore
Apply pii-restore
■ parsed_subject coalesce
Use the first available value from: email draft pii restore restored subject, Follow-up: {{step.deal.result.properties.dealname}}
■ parsed_body coalesce
Use the first available value from: email draft pii restore restored body, email draft pii restore restored content, email draft pii restore restored
■ preview to_summary
Format results as a summary card
▼
Output
summary preview
copyable parsed_subject
copyable parsed_body
Settings 3 configurable

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

tone choice = professional (professional, friendly, concise, formal)
max length choice = short (short, medium, long)
include next steps toggle = on

Uses (4 operations)

Pack operation Read deal on hubspot recued-core.hubspot.deal.read
Pack operation List deal contacts on hubspot recued-core.hubspot.deal_contacts.list
Pack operation List engagement on hubspot recued-core.hubspot.engagement.list
AI models AI generates a response from a custom prompt core.ai.prompt

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.prompt read-only

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

Data it touches

SurfacesAI models

About

Tags

hubspot dealemailaihubspotaction

Details

18 steps 3 configurable settings recipe_id: draft-followup-email-hubspot