First-Run Seed Operating System
Use “First-Run Seed Operating System” in Recued. Optionally seed the owner's personal operating system with a setup profile note, setup project, setup tasks, and weekly owner-review commitment. Defaults to preview; switch write mode to create when the owner wants records written.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (16 steps)
business_name
default
Apply default
owner_name
default
Apply default
missing_business_name
compare
Check if business name is empty
preview_mode
compare
Check if setting write mode equals preview
invalid_setup_due
compare
Check if setting setup due days is less than 0
skip_writes
any
Check if any of the conditions are true
setup_due_at
date_add
Add setting setup due days days to
weekly_review_due_at
date_add
Add setting weekly review due days days to
setup_tasks
default
Apply default
profile_note
?
skip: step.skip_writes equal true
setup_project
?
skip: step.skip_writes equal true
create_setup_tasks
?
skip: step.skip_writes equal true
weekly_review_commitment
?
skip: step.skip_writes equal true
task_count
count
Count items in setup tasks
summary
to_summary
Format results as a summary card
checklist
to_checklist
Format results as an actionable checklist
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
owner name
setting
=
write mode
setting
=
preview
mail source
setting
=
crm provider
setting
=
hubspot
business name
setting
=
calendar slug
setting
=
primary
setup due days
setting
=
1
billing provider
setting
=
stripe
weekly review day
setting
=
Friday
default followup days
setting
=
3
weekly review due days
setting
=
7