Generates a professional 4-section meeting agenda when a deal has a meeting scheduled within 48 hours. Activities bind to your HubSpot connection via the canonical engagement.list op.

How it works 16 steps

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

Process (16 steps)

■ deal ?

■ hours_until_meeting date_diff

Calculate hours between now and deal result properties notes next activity date

■ is_valid_window all

Check if all conditions are true

⚠ guard_window guard

Stop if is valid window equals

■ contacts_list ?

■ contacts map

Extract from each item

■ activities ?

■ activities_flat map

Extract from each item

■ sorted_activities sort

Sort by

■ recent_activities slice

Take a subset of

■ past_meetings filter

Filter by condition

■ sorted_meetings sort

Sort by

■ open_objections coalesce

Use the first available value from: deal result properties objections, None

■ agenda_pii_protect pii-protect

Apply pii-protect

■ agenda ?

skip: config.enable_ai equal false

■ agenda_pii_restore pii-restore

Apply pii-restore

Settings 3 configurable

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

hubspot setting =

enable ai toggle = on

lookback activities number = 3