Use “Meeting Agenda Generator” in Recued. 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 standard service operation.

How it works 16 steps

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

Process (16 steps)

◆ deal recued-core.hubspot.deal.read

Read deal on hubspot

■ 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 recued-core.hubspot.deal_contacts.list

List deal contacts on hubspot

■ contacts map

Extract from each item

◆ activities recued-core.hubspot.engagement.list

List engagement on hubspot

■ 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 core.ai.generate

AI generates content from a template

skip: config.enable_ai equal false

■ agenda_pii_restore pii-restore

Apply pii-restore

▼

Output

ai_analysis agenda_pii_restore.restored

Settings 2 configurable

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

enable ai toggle = on

lookback activities number = 3