Generates a personalized icebreaker for a CRM contact using recent web news about their company. Contact reads bind to your HubSpot connection via the canonical contact.read op; web search runs through an enrolled Exa connection's gated recued-core.exa.web.search 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