Use “Keep gift idea ledger” in Recued. Capture a gift idea against a person. Resolves contactemail to a contact in your warehouse, then creates a note linked to them holding the idea plus an optional occasion, so it surfaces on their timeline later. Changes remain behind Recued's approval controls.

How it works 11 steps

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

Process (11 steps)

■ email_set compare

Check if setting contact email has data

■ idea_set compare

Check if setting idea has data

■ inputs_ok all

Check if all conditions are true

◆ resolved core.contact.resolve

Resolve contact

skip: step.inputs_ok not_equal true

■ contact_id default

Apply default

■ found compare

Check if contact id exists

■ display_name default

Apply default

■ occasion_text default

Apply default

◆ note core.work-entity.note.create

Create work entity note

skip: step.found not_equal true

■ outcome ternary

Apply ternary

■ card to_summary

Format results as a summary card

▼

Output

summary card

Settings 3 configurable

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

idea setting =

occasion setting =

contact email setting =