Use “Deal Next Action Advisor” in Recued. Recommends the single best next sales action using AI analysis of deal stage, activity recency, contacts, and recent notes. PII-protected.

How it works 21 steps

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

Process (21 steps)

◆ deal recued-core.hubspot.deal.read

Read deal on hubspot

⚠ check_deal guard

Stop if deal result properties is empty

◆ contacts_list recued-core.hubspot.deal_contacts.list

List deal contacts on hubspot

■ contacts_raw map

Extract from each item

◆ activities_raw recued-core.hubspot.engagement.list

List engagement on hubspot

■ activities_flat map

Extract from each item

■ days_since_activity date_diff

Calculate days between deal result properties notes last contacted and now

■ contacts_safe coalesce

Use the first available value from: contacts raw,

■ activities_safe coalesce

Use the first available value from: activities flat,

■ notes_all filter

Filter by condition

■ notes_with_age map

Extract timestamp from each item

■ recent_notes_safe filter

Filter by condition

■ champion_contacts filter

Filter by condition

■ has_champion_contact compare

Check if champion contacts has data

■ context_for_ai pick

Keep only specific fields from

✦ classification core.ai.classify

AI classifies data into one of the given categories

skip: config.enable_ai equal false

✦ rationale_raw core.ai.prompt

AI generates a response from a custom prompt

skip: config.enable_ai equal false

■ action_fallback coalesce

Use the first available value from: classification category, AI disabled

■ rationale_fallback coalesce

Use the first available value from: rationale raw, Enable AI in recipe settings to generate recommendation.

■ confidence_fallback coalesce

Use the first available value from: classification confidence, 0

■ summary_card to_summary

Format results as a summary card

▼

Output

summary summary_card

Settings 2 configurable

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

enable ai toggle = on

note window days number = 30