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Create an approved follow-up task

by recued-core v1 9 views

Use “Create an approved follow-up task” in Recued. It carries out the named workflow using the connections and settings you choose.

Complete workflow

Outbound Follow-Up Loop 13 pinned recipes

Use Outbound Follow-Up Loop in Recued for solo, cold start, email, and mail. It includes 9 ready-to-run workflows and 2 related packs in one install.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Use “Create an approved follow-up task” in Recued. It carries out the named workflow using the connections and settings you choose.

emailmailtaskfollowup
by recued-core pinned v1

Use “Outbound follow-up queue” in Recued. It provides a read-only outbound follow-up queue for a one-person company.

emailmailoutboxfollowup
by recued-core pinned v1

Use “Batch approve follow-up sends” in Recued. Action workflow over Email/Outbox. Scans likely silent outbound threads, drafts plain-text follow-ups, then sends the selected batch through the mail-send kernel ingredient. Changes remain behind Recued's approval controls.

emailmailfollowupoutbox
by recued-core pinned v1
Show all 13 recipes

Use “Schedule an approved meeting hold” in Recued. It carries out the named workflow using the connections and settings you choose.

emailmailcalendarmeeting
by recued-core pinned v1
View pack details, dependencies, and permissions →
How it works 35 steps

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

Data fetch
proposals ?
watch_rows ?
Process (33 steps)
proposals_family filter
Filter by condition
pending_proposals filter
Filter by condition
has_target compare
Check if setting proposal thread key has data
targeted_proposals filter
Filter by condition
selected_pool ternary
Apply ternary
candidate_proposals slice
Take a subset of
pending_count count
Count items in pending proposals
has_candidate compare
Check if candidate proposals has data
defaults defaults
Apply defaults
task_title trim
Trim whitespace from task title raw
defaults_2 defaults
Apply defaults
priority_is_low compare
Check if raw priority equals low
priority_is_high compare
Check if raw priority equals high
priority_high_or_medium ternary
Apply ternary
task_priority ternary
Apply ternary
extraction_confidence default
Apply default
source_rows filter
Filter by condition
has_source_row compare
Check if source rows has data
source_is_actionable compare
Check if source rows 0 value status equals response_needs_owner
source_already_tasked compare
Check if source rows 0 value task id has data
has_task_title compare
Check if task title has data
has_response_record compare
Check if response record id has data
skip_create any
Check if any of the conditions are true
task_created ?
skip: step.skip_create equal true
has_task compare
Check if task created task id has data
skip_finalize any
Check if any of the conditions are true
mark_proposal_created ?
skip: step.skip_finalize equal true
write_converted_state ?
skip: step.skip_finalize equal true
link_task_to_reply_mail ?
skip: step.skip_finalize equal true
has_prior_mail_record compare
Check if prior mail record id has data
skip_source_link any
Check if any of the conditions are true
link_task_to_source_mail ?
skip: step.skip_source_link equal true
card to_summary
Format results as a summary card
Settings 1 configurable

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

proposal thread key setting =

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Data it touches

Warehousedata.taskdata.maildata.shared

About

Tags

emailmailtaskfollowupconversionapprovalclosed-loopone-person-companystate:outbound-follow-up-response-watcher

Details

35 steps 1 configurable settings recipe_id: outbound-follow-up-create-approved-task