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News Icebreaker (any CRM)

by recued-core v3 44 views

Use “News Icebreaker (any CRM)” in Recued. Generates a personalized icebreaker for a CRM contact using recent web news about their company. Contact reads bind to your CRM connection via the standard service operation; web search runs through an enrolled Exa connection's gated the connected service op.

How it works 12 steps

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

Process (12 steps)
◆ contact core.crm.contact.read
Read crm contact
⚠ check_contact guard
Stop if contact is empty
■ search_query template
Generate text from a template
◆ search_raw recued-core.exa.web.search
Search web on exa
■ with_days map
Extract publishedDate from each item
■ filtered_news filter
Filter by condition
■ sorted_news sort
Sort by
■ top_news slice
Take a subset of
■ snippets_array map
Extract from each item
■ skip_ai_condition any
Check if any of the conditions are true
✦ ai_output core.ai.generate
AI generates content from a template
skip: step.skip_ai_condition equal true
■ icebreaker_checklist to_checklist
Format results as an actionable checklist
▼
Output
checklist icebreaker_checklist
Settings 3 configurable

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

enable ai toggle = on
max search results number = 3
search lookback days number = 90

Uses (3 operations)

Pack operation Read crm contact core.crm.contact.read
Pack operation Search web on exa recued-core.exa.web.search
AI models AI generates content from a template core.ai.generate

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

Read AI models core.ai.generate read-only

2 more aren't listed here. You'll see them at install.

Data it touches

SurfacesAI models

About

Tags

contactnewsicebreakeraipersonalization

Details

12 steps 3 configurable settings recipe_id: generate-contact-icebreaker-crm