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 canonical engagement.list op.

How it works 18 steps

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

Process (18 steps)

■ deal ?

⚠ guard_deal guard

Stop if deal result properties is empty

■ contacts_list ?

■ contacts map

Extract from each item

■ activities ?

■ 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 ?

■ 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

Settings 4 configurable

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

tone choice = professional (professional, friendly, concise, formal)

hubspot setting =

max length choice = short (short, medium, long)

include next steps toggle = on