Generates executive-ready case studies from closed-won deal notes with PII protection. Activities bind to your HubSpot connection via the canonical engagement.list op.

How it works 11 steps

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

Process (11 steps)

■ deal ?

⚠ check_closed_won guard

Stop if deal result properties hs is closed won does not equal

■ activities ?

■ activities_flat map

Extract from each item

■ notes_activities filter

Filter by condition

■ notes_with_age map

Extract timestamp from each item

■ recent_notes filter

Filter by condition

■ note_bodies_array map

Extract from each item

■ ai_context pick

Keep only specific fields from

■ case_study ?

■ case_study_summary to_summary

Format results as a summary card

Settings 2 configurable

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

hubspot setting =

notes lookback days number = 180