Chronologically sorts all deal activities and generates AI-powered timeline summary highlighting key compliance decisions. Activities bind to your CRM connection via the canonical engagement.list op (HubSpot engagements).

How it works 8 steps

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

Process (8 steps)

■ activities ?

■ activities_flat map

Extract from each item

■ sorted_activities sort

Sort by

■ picked_activities map

Extract from each item

■ timeline_table_data map

Extract from each item

■ activity_table to_table

Format results as a data table

■ should_skip_ai any

Check if any of the conditions are true

■ ai_summary ?

skip: step.should_skip_ai equal true

Settings 2 configurable

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

crm setting =

enable ai toggle = on