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First-Run Seed Operating System

by recued-core v2 22 views

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 22 steps

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

Process (22 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_due_at_ms date_parse
Parse setup due at as a date
■ weekly_review_due_at_ms date_parse
Parse weekly review due at as a date
■ setup_tasks default
Apply default
■ seed_key_hash sha256
Apply sha256
◆ profile_note core.work-entity.note.create
Create work entity note
skip: step.skip_writes equal true
◆ setup_project core.work-entity.project.create
Create work entity project
skip: step.skip_writes equal true
■ setup_tasks_key_source map
Extract from each item
■ setup_tasks_key_hash map
Extract key_source from each item
■ setup_tasks_keyed map
Extract from each item
◆ create_setup_tasks core.work-entity.task.create
Create work entity task
skip: step.skip_writes equal true
◆ weekly_review_commitment core.work-entity.commitment.create
Create work entity 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
▼
Output
summary summary
checklist checklist
Settings 11 configurable

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

Uses (4 operations)

Tasks & notes Create work entity note core.work-entity.note.create
Tasks & notes Create work entity project core.work-entity.project.create
Tasks & notes Create work entity task core.work-entity.task.create
Tasks & notes Create work entity commitment core.work-entity.commitment.create

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

Write Tasks & notes core.work-entity.note.create external change
Write Tasks & notes core.work-entity.project.create external change
Write Tasks & notes core.work-entity.task.create external change
Write Tasks & notes core.work-entity.commitment.create external change

Data it touches

SurfacesTasks & notes

About

Tags

onboardingfirst-runsetupsoloone-person-companycold-startdisciplinework-entitynoteprojecttaskcommitmentpack:solo-first-run-setup

Details

22 steps 11 configurable settings recipe_id: first-run-seed-operating-system