Recommends relevant sales assets using deterministic lookup by deal stage and product interest. Configure your asset library via the `assets` variable. Default includes example entries for immediate use. Key format: {stage}_{product_interest}. Graceful no-match handling with actionable fallbacks.

How it works 10 steps

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

Data fetch

▼ deal ?

▼

Process (9 steps)

⚠ validate_deal guard

Stop if deal result properties is missing

■ extract_context pick

Keep only specific fields from

■ lookup_key template

Generate text from a template

■ assets_list to_list

Apply to_list

■ matched_asset find

Find first match in

■ asset_name coalesce

Use the first available value from: matched asset value name, No relevant asset found

■ asset_type coalesce

Use the first available value from: matched asset value type, N/A

■ asset_rationale coalesce

Use the first available value from: matched asset value rationale, Refine deal details to get personalized asset recommendations

■ asset_summary to_summary

Format results as a summary card

Settings 2 configurable

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

assets text = [object Object]

hubspot setting =