Use “Follow-up Reminder” in Recued. Checks days since last activity on contact/deal/ticket and shows overdue status or missing data.
Hubspot recipes
100 recipes work with Hubspot in Recued — inspect what each one does, what it installs, and what it can access before bringing it in.
100 recipes
Use “90-Day Deal Forecast” in Recued. Groups open deals by close date month within forecast horizon, displays monthly pipeline table, and generates AI narrative analyzing monthly trends + risk factors.
Use “Pipeline Forecaster” in Recued. Forecasts pipeline by month with weighted totals and AI narrative.
Use “Case Study Generator” in Recued. Generates executive-ready case studies from closed-won deal notes with PII protection. Activities bind to your HubSpot connection via the standard service operation.
Use “Cold Email Generator” in Recued. Generates three tailored cold emails (initial, follow-up, breakup) using account context. Each email ≤150 words with copy buttons.
Use “News Icebreaker” in Recued. Generates a personalized icebreaker for a CRM contact using recent web news about their company. Contact reads bind to your HubSpot connection via the standard service operation; web search runs through an enrolled Exa connection's gated the connected service op.
Use “Meeting Agenda Generator” in Recued. Generates a professional 4-section meeting agenda when a deal has a meeting scheduled within 48 hours. Activities bind to your HubSpot connection via the standard service operation.
Use “Deal Handoff Brief” in Recued. Generates AI-powered handoff brief when deal ownership changes. Summarizes history, key contacts, highlights, open objections, and next steps with PII protection.
Use “Competitive Intelligence Scanner” in Recued. Scans a HubSpot deal's logged activities (calls, emails, meetings, notes) for competitor mentions, searches the web for the named competitors' pricing + features, then produces a comparison analysis.
Use “Fair Housing Steering Detector” in Recued. Analyzes showing patterns for potential steering violations under FHA (24 CFR §100.70). Computes chi-square steering score across inferred demographic proxies and zip clusters.
Use “Daily Pipeline Digest” in Recued. Weekday pipeline health digest with drift detection. Compares today's weighted pipeline score against yesterday's, flags deals that moved stages or went stale, and surfaces the overall health delta.
Use “AI Follow-up Email Drafter” in Recued. Analyzes deal context and recent activity, then generates a personalized follow-up email draft and writes it into HubSpot's email compose form. Activities bind to your HubSpot connection via the standard service operation.
Use “Email PII Extractor” in Recued. Extracts contact details from email signatures. Shows extracted values with validation status.
Use “HOA Restrictions Analyzer” in Recued. Analyzes HOA documents for rental caps, pet policies, age restrictions, and assessments. Flags critical buyer concerns.
Use “Residential Lease Compliance Analyzer” in Recued. Extracts key lease terms and validates against state landlord-tenant statutes with statutory citations. Reads the most recent note on the deal as the lease document (via the standard service operation) and extracts the property's state from it.
Use “Insurance Policy Compliance Validator” in Recued. Extracts policy details from document text and validates against state regulatory requirements with clause-level citations.
Use “Create a deal in HubSpot” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Contact Activity Metrics” in Recued. Computes days since last email/call/meeting and recent interaction count for contact view.
Use “Contract Renewal Tracker” in Recued. Tracks contract renewal status with visual alerts for approaching/overdue renewals.
Use “Deal Risk Scorer” in Recued. Computes weighted risk subscores for activity, close date, and contacts, with optional AI narrative.
Use “Pipeline Metrics” in Recued. Computes weekly pipeline metrics across all open deals.
Use “Renewal Price Increase Draft” in Recued. Generates price increase email draft with AI (toggle via enableai). Includes calculated increase %, configurable value justifications, and restored customer name.
Use “Proposal Expiration Tracker” in Recued. Tracks proposal expiration status with dynamic checklist and summary.
Use “Contact Health Checklist” in Recued. Validates 6 critical contact data points with instant visual feedback.
Use “Contract Renewal Status” in Recued. Tracks contract end date, calculates days until renewal, and displays status checklist with thresholds.
Use “Agency Disclosure Compliance Checker” in Recued. Verifies real estate agency disclosure compliance: signing status, correct state-mandated form, and timing relative to first showing. Cites applicable state statutes.
Use “Contact Data Checklist” in Recued. Validates six critical contact data points for completeness and accuracy.
Use “Contact Data Quality Checklist” in Recued. Instant 5-item validation of critical contact fields on page load.
Use “Stage Prerequisites Checker” in Recued. Shows what a HubSpot deal still needs before it moves past its current stage: only that stage's prerequisites, each met, missing or not tracked yet, and whether the deal is ready to move on.
Use “Document Retention Checker” in Recued. Validates transaction document retention compliance against state regulations with grace period tracking. Supports CA, NY, TX, FL.
Use “Title X Compliance Checker” in Recued. Verifies Residential Lead-Based Paint Hazard Reduction Act compliance for pre-1978 properties. Cites 42 provider records. §4852d with penalty details.
Use “Account Tier Classifier” in Recued. Classifies HubSpot accounts into revenue/engagement tiers with grouped table output.
Use “Account Tier Classifier” in Recued. Classifies accounts into revenue/engagement tiers with grouped table output.
Use “Deal Risk Assessor” in Recued. Weighted risk score from activity staleness, close date validity, and contact engagement. Configurable weights and AI threshold.
Use “Deal Risk Snapshot” in Recued. Three-check risk assessment: activity recency, close date validity, and contact engagement status.
Use “Insurance Risk Assessor” in Recued. Analyzes coverage amount, claim history, and geographic risk factors to determine application risk level and underwriting recommendations.
Use “Meeting No-Show Risk” in Recued. Calculates no-show probability using confirmation status, contact history, and invite timing. Flags high-risk meetings.
Use “Renewal Risk Assessor” in Recued. Calculates renewal probability using usage, NPS, tickets, and engagement metrics. Generates AI retention plan when risk is high.
Use “Deal Audit Analyzer” in Recued. Audits closed deals for compliance gaps, missing documents, and anomalies. Generates AI-powered audit readiness summary.
Use “Close Date Analyzer” in Recued. Evaluates deal close date validity and timeline realism with a traffic-light checklist.
Use “Closed Deal Reason Analyzer” in Recued. Analyzes win/loss reasons for recently closed deals with AI-powered insights.
Use “Commercial Lease Analyzer” in Recued. Analyzes lease contracts for missing clauses, non-standard terms, and AI-classified risks. Requires contract text in deal's 'contracttext' custom property.
Use “Deal Competitor Tracker” in Recued. Checks deal competitor information and uses AI to scan recent notes/emails for new competitor mentions. Activities bind to your HubSpot connection via the standard service operation.
Use “Deal Email Sentiment & Objections” in Recued. Analyzes sentiment and extracts objections from recent deal-associated emails. PII-redacted email analysis.
Use “Phase I ESA Analyzer” in Recued. Analyzes Phase I Environmental Site Assessment documents for commercial property deals. Extracts RECs, flood zones, radon results, and classifies findings per astm E1527-21 with cercla compliance checks.
Use “Stage Duration Analyzer” in Recued. Compares current deal stage duration against historical averages to flag delays.
Use “HOA Document Analyzer” in Recued. Extracts key restrictions from HOA documents (CC&Rs/bylaws) and highlights critical buyer concerns in an actionable checklist. Age restriction warnings require manual buyer eligibility verification (buyer age not available in deal data).
Use “Lease Compliance Analyzer” in Recued. Validates residential lease terms against state landlord-tenant statutes with AI extraction and statutory checks.