Use “Deal Asset Recommender” in Recued. Recommends relevant sales assets using deterministic lookup by deal stage and product interest. Configure your asset library via the assets variable.

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 setting = [object Object]

hubspot setting =