Use “Salesloft person engagement brief” in Recued. It provides a read-only Salesloft person engagement brief.

How it works 10 steps

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

Process (10 steps)

■ person_id trim

Trim whitespace from setting person id

■ person ?

■ memberships ?

■ tasks ?

■ notes ?

■ membership_rows slice

Take a subset of

■ task_rows slice

Take a subset of

■ note_rows slice

Take a subset of

■ summary ?

■ card to_summary

Format results as a summary card

Settings 3 configurable

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

person id setting =

row limit setting = 25

salesloft setting =