Use “Contact Snippet Lookup (any CRM)” in Recued. Looks up pre-approved outreach snippets based on contact's industry and job title. Renders copy-ready text with first name interpolation.

How it works 10 steps

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

Process (10 steps)

◆ contact core.crm.contact.read

Read crm contact

⚠ validate_contact guard

Stop if contact is missing

■ safe_industry coalesce

Use the first available value from: contact industry, unknown

■ safe_job_title coalesce

Use the first available value from: contact job title, unknown

■ lookup_key template

Generate text from a template

■ matched_snippet pick

Keep only specific fields from

■ snippet_body coalesce

Use the first available value from: matched snippet, setting default snippet

■ safe_first_name coalesce

Use the first available value from: contact first name, there

■ personalized_text template

Generate text from a template

■ snippet_summary to_summary

Format results as a summary card

▼

Output

summary snippet_summary

Settings 2 configurable

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

default snippet text = we noticed your profile and thought our solution might be relevant.

snippet library setting = [object Object]