Name: Propose follow-up reply conversion options
Author: recued-core

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Propose follow-up reply conversion options

by recued-core v1 9 views

Use “Propose follow-up reply conversion options” in Recued. Neutral detection recipe for the outbound follow-up loop.

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.

Propose follow-up reply conversion options

This recipe

Use “Propose follow-up reply conversion options” in Recued. Neutral detection recipe for the outbound follow-up loop.

emailmailfollowupconversion

by recued-core pinned v1

Outbound follow-up queue

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

Draft follow-ups on silent threads

Use “Draft follow-ups on silent threads” in Recued. It provides a read-only Email/Outbox workflow.

emailmailfollowupoutbox

by recued-core pinned v1

Batch approve follow-up sends

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

Outbound follow-up pressure producer

Background automation

Use “Outbound follow-up pressure producer” in Recued. Silent auto-run (hourly) producer for the outbound follow-up loop.

emailmailoutboxfollowup

by recued-core pinned v1

Watch outbound follow-up replies

Background automation

Use “Watch outbound follow-up replies” in Recued. Reactive reply-side of the outbound follow-up loop.

emailmailfollowupreply

by recued-core pinned v1

Show all 13 recipes

Refresh follow-up watch on owner sends

Background automation

Use “Refresh follow-up watch on owner sends” in Recued. Reactive outbound mirror of outbound-follow-up-response-watcher.

emailmailfollowupoutbound

by recued-core pinned v1

Schedule an approved meeting hold

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

Create an approved follow-up task

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

Create an approved follow-up insight note

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

emailmailnotecustomer-insight

by recued-core pinned v1

Create an approved follow-up commitment

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

emailmailcommitmentfollowup

by recued-core pinned v1

Apply approved CRM deal update from reply

Use “Apply approved CRM deal update from reply” in Recued. It carries out the named workflow using the connections and settings you choose.

emailmailfollowupcrm

by recued-core pinned v1

Reap completed follow-up conversion proposals

Background automation

Use “Reap completed follow-up conversion proposals” in Recued. It carries out the named workflow using the connections and settings you choose.

followuphousekeepinggcclosed-loop

by recued-core pinned v1

View pack details, dependencies, and permissions →

How it works 146 steps

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

Data fetch

▼ shared_followups ?

▼ existing_notification_markers ?

▼ existing_meeting_proposals ?

▼ existing_task_proposals ?

▼ existing_insight_proposals ?

▼ existing_commitment_proposals ?

▼ existing_crm_deal_update_proposals ?

▼

Process (139 steps)

■ existing_meeting_proposals_family filter

Filter by condition

■ existing_task_proposals_family filter

Filter by condition

■ existing_insight_proposals_family filter

Filter by condition

■ existing_commitment_proposals_family filter

Filter by condition

■ existing_crm_deal_update_proposals_family filter

Filter by condition

■ existing_notification_markers_family filter

Filter by condition

■ response_needed_rows filter

Filter by condition

■ conversion_candidate_rows filter

Filter by condition

■ notified_response_record_ids map

Extract from each item

■ rows_without_notification_marker filter

Filter by condition

■ candidate_rows slice

Take a subset of

■ pending_count count

Count items in rows without notification marker

■ has_candidate compare

Check if candidate rows has data

■ defaults defaults

Apply defaults

■ meeting_proposal_key default

Apply default

■ task_proposal_key default

Apply default

■ insight_proposal_key default

Apply default

■ commitment_proposal_key default

Apply default

■ crm_deal_update_proposal_key default

Apply default

■ response_record_id default

Apply default

■ response_key_colon replace

Replace text in response record id

■ response_key_slash replace

Replace text in response key colon

■ response_key_dot replace

Replace text in response key slash

■ response_key_at replace

Replace text in response key dot

■ response_key_space replace

Replace text in response key at

■ response_key_lt replace

Replace text in response key space

■ response_key_gt replace

Replace text in response key lt

■ response_key_plus replace

Replace text in response key gt

■ response_key_equals replace

Replace text in response key plus

■ response_key_question replace

Replace text in response key equals

■ notification_marker_key default

Apply default

■ defaults_2 defaults

Apply defaults

■ defaults_3 defaults

Apply defaults

■ 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

■ now_iso date_add

Add 0 minutes to

■ skip_extract any

Check if any of the conditions are true

■ protect pii-protect

Apply pii-protect

■ extract_options ?

skip: step.skip_extract equal true

■ restore_options pii-restore

Apply pii-restore

■ category_is_meeting compare

Check if response category equals meeting_requested

■ category_is_positive compare

Check if response category equals positive_reply

■ category_is_objection compare

Check if response category equals objection_or_blocker

■ category_is_needs_owner compare

Check if response category equals needs_owner_reply

■ category_is_task_or_commitment any

Check if any of the conditions are true

■ category_is_insight any

Check if any of the conditions are true

■ defaults_4 defaults

Apply defaults

■ meeting_start_at date_parse

Parse restore options restored meeting start at iso as a date

■ meeting_end_at_from_reply date_parse

Parse restore options restored meeting end at iso as a date

■ has_meeting_start_at compare

Check if meeting start at has data

■ has_meeting_end_at_from_reply compare

Check if meeting end at from reply has data

■ fallback_meeting_end_iso date_add

Add setting default duration minutes minutes to

skip: step.has_meeting_start_at not_equal true

■ fallback_meeting_end_at date_parse

Parse fallback meeting end iso as a date

■ meeting_end_at ternary

Apply ternary

■ has_meeting_end_at compare

Check if meeting end at has data

■ has_attendee compare

Check if attendee email has data

■ meeting_already_converted compare

Check if candidate rows 0 value calendar source id has data

■ meeting_existing_for_thread filter

Filter by condition

■ meeting_already_proposed compare

Check if meeting existing for thread has data

■ meeting_below_confidence compare

Check if meeting confidence is less than setting meeting confidence threshold

■ skip_meeting_propose any

Check if any of the conditions are true

■ task_title_raw default

Apply default

■ task_title trim

Trim whitespace from task title raw

■ task_notes default

Apply default

■ task_due_at date_parse

Parse restore options restored task due at iso as a date

■ raw_task_priority default

Apply default

■ task_priority_is_low compare

Check if raw task priority equals low

■ task_priority_is_high compare

Check if raw task priority equals high

■ task_priority_high_or_medium ternary

Apply ternary

■ task_priority ternary

Apply ternary

■ task_confidence default

Apply default

■ task_missing_title compare

Check if task title is empty

■ task_already_created compare

Check if candidate rows 0 value task id has data

■ task_existing_for_thread filter

Filter by condition

■ task_already_proposed compare

Check if task existing for thread has data

■ task_below_confidence compare

Check if task confidence is less than setting task confidence threshold

■ skip_task_propose any

Check if any of the conditions are true

■ 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

■ note_confidence default

Apply default

■ note_missing_title compare

Check if note title is empty

■ note_missing_body compare

Check if note body is empty

■ note_already_created compare

Check if candidate rows 0 value insight note id has data

■ insight_existing_for_thread filter

Filter by condition

■ insight_already_proposed compare

Check if insight existing for thread has data

■ note_below_confidence compare

Check if note confidence is less than setting insight confidence threshold

■ skip_insight_propose any

Check if any of the conditions are true

■ commitment_statement_raw default

Apply default

■ commitment_statement trim

Trim whitespace from commitment statement raw

■ raw_commitment_direction default

Apply default

■ commitment_direction_is_outbound compare

Check if raw commitment direction equals outbound

■ commitment_direction_is_internal compare

Check if raw commitment direction equals internal

■ commitment_internal_or_inbound ternary

Apply ternary

■ commitment_direction ternary

Apply ternary

■ commitment_counterparty_email_raw default

Apply default

■ commitment_counterparty_email trim

Trim whitespace from commitment counterparty email raw

■ commitment_promised_for_at date_parse

Parse restore options restored commitment promised for at iso as a date

■ commitment_confidence default

Apply default

■ commitment_missing_statement compare

Check if commitment statement is empty

■ commitment_already_created compare

Check if candidate rows 0 value commitment id has data

■ commitment_existing_for_thread filter

Filter by condition

■ commitment_already_proposed compare

Check if commitment existing for thread has data

■ commitment_below_confidence compare

Check if commitment confidence is less than setting commitment confidence threshold

■ skip_commitment_propose any

Check if any of the conditions are true

■ crm_deal_next_step_raw default

Apply default

■ crm_deal_next_step trim

Trim whitespace from crm deal next step raw

■ defaults_5 defaults

Apply defaults

■ has_crm_connection compare

Check if crm connection has data

■ has_crm_deal_id compare

Check if crm deal id has data

■ crm_deal_next_step_missing compare

Check if crm deal next step is empty

■ crm_deal_update_existing_for_thread filter

Filter by condition

■ crm_deal_update_already_proposed compare

Check if crm deal update existing for thread has data

■ crm_deal_below_confidence compare

Check if crm deal confidence is less than setting crm deal update confidence threshold

■ skip_crm_deal_update_propose any

Check if any of the conditions are true

■ write_meeting_proposal ?

skip: step.skip_meeting_propose equal true

■ write_task_proposal ?

skip: step.skip_task_propose equal true

■ write_insight_proposal ?

skip: step.skip_insight_propose equal true

■ write_commitment_proposal ?

skip: step.skip_commitment_propose equal true

■ write_crm_deal_update_proposal ?

skip: step.skip_crm_deal_update_propose equal true

■ has_conversion_option any

Check if any of the conditions are true

■ write_notification_marker ?

skip: step.has_conversion_option not_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 10 configurable

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

channels setting = in_app

calendar id setting = primary

calendar slug setting = primary

default time zone setting = UTC

default duration minutes setting = 30

task confidence threshold setting = 0.6

insight confidence threshold setting = 0.6

meeting confidence threshold setting = 0.65

commitment confidence threshold setting = 0.65

crm deal update confidence threshold setting = 0.65

Trust & control

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

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

146 steps 10 configurable settings recipe_id: outbound-follow-up-reply-conversion-options

Propose follow-up reply conversion options

Complete workflow

Trust & control

Permissions it requires

Data it touches

About

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