AI analyzes deal state, contacts, and recent activity to recommend 3-5 prioritized next actions with ready-to-use email snippets. Activities bind to your HubSpot connection via the canonical engagement.list op.

How it works 19 steps

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

Process (19 steps)

■ deal ?

⚠ guard_deal guard

Stop if deal result properties is empty

■ contacts_list ?

■ contacts map

Extract from each item

■ activities ?

■ activities_flat map

Extract from each item

■ days_inactive date_diff

Calculate days between deal result properties notes last contacted and now

skip: step.deal.result.properties.notes_last_contacted is_null

■ contact_count count

Count items in contacts

■ recent_activities slice

Take a subset of

■ actions_pii_protect pii-protect

Apply pii-protect

■ activities_pii_protect pii-protect

Apply pii-protect

■ action_context pick

Keep only specific fields from

■ actions ?

■ actions_pii_restore pii-restore

Apply pii-restore

■ action_list coalesce

Use the first available value from: actions pii restore restored actions,

■ action_checklist to_checklist

Format results as an actionable checklist

■ top_snippet coalesce

Use the first available value from: action list 0 snippet, No snippet available

■ second_snippet coalesce

Use the first available value from: action list 1 snippet,

■ deal_summary to_summary

Format results as a summary card

Settings 3 configurable

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

tone choice = professional (professional, friendly, concise)

hubspot setting =

action count number = 3