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Decide whether project work needs a Cal.com meeting

by recued-core v4 33 views

Use “Decide whether project work needs a Cal.com meeting” in Recued. Review recent project activity, decide whether coordination should stay asynchronous, and create a focused booking only from supplied attendee emails and a live slot.

Complete workflow

Use Project Intervention - Cal.com in Recued. Review recent project and task activity, keep coordination asynchronous when possible, or approve a focused booking using only supplied attendee emails and current Cal.com availability.

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

Use “Decide whether project work needs a Cal.com meeting” in Recued. Review recent project activity, decide whether coordination should stay asynchronous, and create a focused booking only from supplied attendee emails and a live slot.

pack:project-intervention-calcomproject-interventionmeeting-operationsproject-management
by recued-core pinned v4
View pack details, dependencies, and permissions →

Meet only when the project needs it

This recipe examines the projects and tasks you select, focusing on rows whose current updated_at is at or after the activity time you supply. That timestamp shows that a row was touched; it does not show which field changed or why. AI uses this current snapshot to distinguish work that needs synchronous coordination from work that can stay asynchronous.

It also checks the chosen Cal.com event type and current availability. No available slots is a valid result: the recipe can still recommend asynchronous follow-through or explain that a meeting may be needed but cannot yet be scheduled.

People and time must match

You supply the primary attendee and optional guest emails. AI may recommend only those people, must include the primary attendee, and must choose a start returned by Cal.com during the same run. An invented person or time is removed before booking.

Preview before creating a commitment

Preview is the default and creates nothing. Book mode creates one Cal.com booking only when the evidence supports a meeting, confidence meets your threshold, the attendee and slot checks pass, and you approve the Cal.com operation. The recommendation remains temporary. Only the resulting Cal.com booking is durable, and its UID can feed the separate Meeting Prep recipe.

How it works 73 steps

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

Process (73 steps)
■ activity_since_text trim
Trim whitespace from setting activity since
■ activity_since date_parse
Parse activity since text as a date
⚠ activity_since_guard guard
Stop if activity since is missing
■ search_start date_parse
Parse setting search start as a date
■ search_end date_parse
Parse setting search end as a date
⚠ search_start_guard guard
Stop if search start is missing
⚠ search_end_guard guard
Stop if search end is missing
■ window_ordered compare
Check if search start is less than search end
⚠ window_guard guard
Stop if window ordered equals
■ confidence_threshold clamp
Clamp setting confidence threshold between 0 and 1
■ requested_project_refs_raw slice
Take a subset of
■ requested_project_refs unique
Remove duplicates from
⚠ project_refs_guard guard
Stop if requested project refs is empty
◆ project_reads core.work-entity.get
Get work entity
■ found_project_reads filter
Filter by condition
■ candidate_projects map
Extract from each item
■ project_refs pluck
Extract id from each item
⚠ found_projects_guard guard
Stop if project refs is empty
◆ task_reads core.work-entity.list
List work entity
■ task_groups map
Extract from each item
■ candidate_tasks flatten
Flatten nested lists in
■ candidate_task_ids pluck
Extract id from each item
■ projects_timestamped map
Extract updated_at from each item
■ tasks_timestamped map
Extract updated_at from each item
■ recent_projects filter
Filter by condition
■ recent_tasks filter
Filter by condition
■ primary_email_trimmed trim
Trim whitespace from setting primary attendee email
■ primary_email lowercase
Convert primary email trimmed to lowercase
⚠ primary_email_guard guard
Stop if primary email is empty
■ primary_name trim
Trim whitespace from setting primary attendee name
⚠ primary_name_guard guard
Stop if primary name is empty
■ primary_time_zone trim
Trim whitespace from setting primary attendee time zone
⚠ primary_time_zone_guard guard
Stop if primary time zone is empty
■ guest_emails_joined join
Join items with " "
■ guest_emails_lowercase lowercase
Convert guest emails joined to lowercase
■ guest_emails_split split
Split guest emails lowercase into parts
■ allowed_emails_raw flatten
Flatten nested lists in
■ allowed_emails unique
Remove duplicates from
◆ event_type_read recued-core.calcom.event_type.read
Read event type on calcom
■ event_type default
Apply default
⚠ event_type_guard guard
Stop if event type id is empty
◆ slot_read recued-core.calcom.slot.search
Search slot on calcom
■ slot_days to_list
Apply to_list
■ slot_groups pluck
Extract value from each item
■ available_slots flatten
Flatten nested lists in
■ slots_json json_stringify
Apply json_stringify
■ plan_intervention_pii_protect pii-protect
Apply pii-protect
■ allowed_emails_json json_stringify
Apply json_stringify
■ recent_projects_json json_stringify
Apply json_stringify
■ recent_tasks_json json_stringify
Apply json_stringify
✦ plan_intervention core.ai.extract
AI extracts structured fields from data
■ plan_intervention_pii_restore pii-restore
Apply pii-restore
■ meeting_recommended compare
Check if plan intervention pii restore restored intervention mode equals meeting
■ confidence_ok compare
Check if plan intervention pii restore restored confidence is at least confidence threshold
■ recommended_attendees_raw default
Apply default
■ recommended_attendees_normalized map
Extract email from each item
■ recommended_attendees filter
Filter by condition
■ recommended_emails pluck
Extract email from each item
■ primary_recommended compare
Check if primary email is one of recommended emails
■ booking_guest_emails filter
Filter by condition
■ booking_guests pluck
Extract email from each item
■ grounded_slots filter
Filter by condition
■ grounded_slot_rows slice
Take a subset of
■ grounded_slot_starts pluck
Extract start from each item
■ grounded_start join
Join items with ""
■ grounded_start_ok compare
Check if grounded start has data
■ book_mode compare
Check if setting run mode equals book
■ booking_allowed all
Check if all conditions are true
■ project_refs_text join
Join items with ","
◆ create_booking recued-core.calcom.booking.create
Create booking on calcom
skip: step.booking_allowed equal false
■ recent_project_count count
Count items in recent projects
■ recent_task_count count
Count items in recent tasks
■ card to_summary
Format results as a summary card
▼
Output
summary card
text plan_intervention_pii_restore.restored.rationale
json plan_intervention_pii_restore.restored.agenda
json recommended_attendees
json plan_intervention_pii_restore.restored.coverage_gaps
Settings 12 configurable

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

run mode setting = preview
search end setting =
guest emails setting =
project refs setting =
search start setting =
event type id setting = [object Object]
activity since setting =
confidence threshold setting = 0.75
intervention question setting =
primary attendee name setting = [object Object]
primary attendee email setting = [object Object]
primary attendee time zone setting = UTC

Uses (6 operations)

Tasks & notes Get work entity core.work-entity.get
Tasks & notes List work entity core.work-entity.list
Pack operation Read event type on calcom recued-core.calcom.event_type.read
Pack operation Search slot on calcom recued-core.calcom.slot.search
AI models AI extracts structured fields from data core.ai.extract
Pack operation Create booking on calcom recued-core.calcom.booking.create

Trust & control

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

What it's allowed to do

Read Tasks & notes core.work-entity.get read-only
Read Tasks & notes core.work-entity.list read-only
Read AI models core.ai.extract read-only

3 more aren't listed here. You'll see them at install.

Data it touches

SurfacesTasks & notesAI models

About

Tags

pack:project-intervention-calcomproject-interventionmeeting-operationsproject-managementcalcomai_surface

Details

73 steps 12 configurable settings recipe_id: plan-project-intervention-calcom