Use “Close lead activity brief” in Recued. It provides a read-only Close lead activity workflow.

How it works 14 steps

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

Process (14 steps)

◆ lead recued-core.close.lead.read

Read lead on close

◆ contacts_raw recued-core.close.contact.search

Search contact on close

◆ opportunities_raw recued-core.close.opportunity.search

Search opportunity on close

◆ tasks_raw recued-core.close.task.search

Search task on close

◆ notes_raw recued-core.close.note.search

Search note on close

■ defaults defaults

Apply defaults

■ contact_count count

Count items in contacts

■ opportunity_count count

Count items in opportunities

■ task_count count

Count items in tasks

■ note_count count

Count items in notes

✦ summarize core.ai.summarize

AI generates a concise summary

■ opportunity_table to_table

Format results as a data table

■ task_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

▼

Output

summary card

table opportunity_table

table task_table

Settings 4 configurable

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

focus setting = Summarize this Close lead's status, contacts, active opportunities, open tasks, recent notes, risk signals, and recommended next action. Use only Close data.

lead id setting = [object Object]

row limit setting = 20

max length setting = 900