Salesloft person engagement brief
Use “Salesloft person engagement brief” in Recued. It provides a read-only Salesloft person engagement brief.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (10 steps)
person_id
trim
Trim whitespace from setting person id
person
recued-core.salesloft.person.read
Read person on salesloft
memberships
recued-core.salesloft.cadence_membership.search
Search cadence membership on salesloft
tasks
recued-core.salesloft.task.search
Search task on salesloft
notes
recued-core.salesloft.note.search
Search note on salesloft
membership_rows
slice
Take a subset of
task_rows
slice
Take a subset of
note_rows
slice
Take a subset of
summary
core.ai.summarize
AI generates a concise summary
card
to_summary
Format results as a summary card
▼
Output
summary
card
ai_analysis
summary
json
person.result
json
membership_rows
json
task_rows
json
note_rows
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
person id
setting
=
row limit
setting
=
25
Uses (5 operations)
Pack operation
Read person on salesloft
recued-core.salesloft.person.read
Pack operation
Search cadence membership on salesloft
recued-core.salesloft.cadence_membership.search
Pack operation
Search task on salesloft
recued-core.salesloft.task.search
Pack operation
Search note on salesloft
recued-core.salesloft.note.search
AI models
AI generates a concise summary
core.ai.summarize
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.
Permissions it requires
Declared by the recipe — Recued grants these at install, where you review them before approving.What it's allowed to do
Read
AI models
core.ai.summarize
read-only
4 more aren't listed here. You'll see them at install.