First-Run Setup Checklist
Show the owner what must be decided before Recued can run as a visible operating system: business profile, owner identity, external service lanes, inbox, calendar, weekly review cadence, and follow-up default. This recipe is read-only and intentionally does not pretend to inspect connection state.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (8 steps)
has_business_name
compare
Check if setting business name has data
has_owner_name
compare
Check if setting owner name has data
has_mail_source
compare
Check if setting mail source has data
has_calendar_slug
compare
Check if setting calendar slug has data
crm_not_selected
compare
Check if setting crm provider equals none
billing_not_selected
compare
Check if setting billing provider equals none
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
=
mail source
setting
=
crm provider
setting
=
hubspot
business name
setting
=
calendar slug
setting
=
primary
billing provider
setting
=
stripe
weekly review day
setting
=
Friday
default followup days
setting
=
3
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.