Name: Propose customer insight notes from follow-up replies
Author: recued-core

Propose customer insight notes from follow-up replies

by recued-core v1

Detection half of the customer-insight note conversion edge for the outbound follow-up loop. It scans data.shared watch rows written by outbound-follow-up-response-watcher, picks one response_needs_owner row whose reply is a positive signal or objection/blocker, fetches the recorded reply body, extracts one durable relationship note, and writes a proposal plus a notification. It never creates the note itself: the owner-invoked outbound-follow-up-create-approved-insight-note recipe performs the write, links the note back to mail, and records the conversion. This keeps unattended auto_run detection read/propose-only while preserving the reply linkage needed by the manual action.

How it works 57 steps

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

Data fetch

▼ shared_followups ?

▼ existing_proposals ?

▼

Process (55 steps)

■ existing_proposals_family filter

Filter by condition

■ response_needed_rows filter

Filter by condition

■ insight_candidate_rows filter

Filter by condition

■ already_noted_rows filter

Filter by condition

■ already_noted_keys map

Extract from each item

■ unnoted_rows filter

Filter by condition

■ proposed_thread_ids map

Extract from each item

■ rows_without_proposal filter

Filter by condition

■ candidate_rows slice

Take a subset of

■ pending_count count

Count items in rows without proposal

■ has_candidate compare

Check if candidate rows has data

■ candidate_key default

Apply default

■ thread_id default

Apply default

■ thread_key default

Apply default

■ proposal_key default

Apply default

■ response_record_id default

Apply default

■ response_mail_slug default

Apply default

■ response_subject default

Apply default

■ response_from default

Apply default

■ prior_mail_record_id default

Apply default

■ response_category default

Apply default

■ response_reasoning default

Apply default

■ owner_action default

Apply default

■ has_response_record compare

Check if response record id has data

■ has_response_mail_slug compare

Check if response mail slug has data

■ skip_body_read any

Check if any of the conditions are true

■ body_read ?

skip: step.skip_body_read equal true

■ response_body default

Apply default

■ body_present compare

Check if response body has data

■ skip_extract any

Check if any of the conditions are true

■ protect pii-protect

Apply pii-protect

■ extract_note ?

skip: step.skip_extract equal true

■ restore_note pii-restore

Apply pii-restore

■ note_title_raw default

Apply default

■ note_title trim

Trim whitespace from note title raw

■ note_body_raw default

Apply default

■ note_body trim

Trim whitespace from note body raw

■ raw_insight_type default

Apply default

■ is_positive_signal compare

Check if raw insight type equals positive_signal

■ is_objection compare

Check if raw insight type equals objection

■ is_blocker compare

Check if raw insight type equals blocker

■ is_commercial_context compare

Check if raw insight type equals commercial_context

■ objection_or_default ternary

Apply ternary

■ blocker_or_objection ternary

Apply ternary

■ commercial_or_blocker ternary

Apply ternary

■ insight_type ternary

Apply ternary

■ extraction_confidence default

Apply default

■ missing_title compare

Check if note title is empty

■ missing_body compare

Check if note body is empty

■ below_confidence compare

Check if extraction confidence is less than setting confidence threshold

■ skip_propose any

Check if any of the conditions are true

■ write_proposal ?

skip: step.skip_propose equal true

■ skip_notify any

Check if any of the conditions are true

■ notify ?

skip: step.skip_notify equal true

■ card to_summary

Format results as a summary card

Settings 2 configurable

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

channels setting = in_app

confidence threshold setting = 0.6

Trust & control

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

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

Send notifications

Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.shared

About

recued-core

Details

57 steps 2 configurable settings recipe_id: outbound-follow-up-insight-note-from-reply

Propose customer insight notes from follow-up replies

Trust & control

Where it runs

Permissions it requires

Data it touches

About

Tags

Details