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News Icebreaker

by recued-core v2 13 views

Use “News Icebreaker” in Recued. Generates a personalized icebreaker for a CRM contact using recent web news about their company. Contact reads bind to your HubSpot 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 ?
check_contact guard
Stop if contact result properties is empty
search_query template
Generate text from a template
search_raw ?
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 ?
skip: step.skip_ai_condition equal true
icebreaker_checklist to_checklist
Format results as an actionable checklist
Settings 5 configurable

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

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

About

Tags

hubspot contactnewsicebreakeraipersonalization

Details

12 steps 5 configurable settings recipe_id: generate-contact-icebreaker-hubspot