Close revenue operations digest
Use “Close revenue operations digest” in Recued. It provides a read-only Close revenue operations digest.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (19 steps)
leads_raw
recued-core.close.lead.search
Search lead on close
opportunities_raw
recued-core.close.opportunity.search
Search opportunity on close
tasks_raw
recued-core.close.task.search
Search task on close
notes_raw
recued-core.close.note.search
Search note on close
pipelines
recued-core.close.pipeline.search
Search pipeline on close
lead_statuses
recued-core.close.lead_status.search
Search lead status on close
opportunity_statuses
recued-core.close.opportunity_status.search
Search opportunity status on close
users_raw
recued-core.close.user.search
Search user on close
defaults
defaults
Apply defaults
lead_count
count
Count items in leads
opportunity_count
count
Count items in opportunities
task_count
count
Count items in tasks
note_count
count
Count items in notes
user_count
count
Count items in users
summarize
core.ai.summarize
AI generates a concise summary
lead_table
to_table
Format results as a data table
opportunity_table
to_table
Format results as a data table
task_table
to_table
Format results as a data table
card
to_summary
Format results as a summary card
▼
Output
summary
card
table
lead_table
table
opportunity_table
table
task_table
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
focus
setting
=
Summarize Close pipeline health, new lead visibility, open task pressure, recent notes, available statuses, owners, and operational follow-up.
row limit
setting
=
50
max length
setting
=
1000
Uses (9 operations)
Pack operation
Search lead on close
recued-core.close.lead.search
Pack operation
Search opportunity on close
recued-core.close.opportunity.search
Pack operation
Search task on close
recued-core.close.task.search
Pack operation
Search note on close
recued-core.close.note.search
Pack operation
Search pipeline on close
recued-core.close.pipeline.search
Pack operation
Search lead status on close
recued-core.close.lead_status.search
Pack operation
Search opportunity status on close
recued-core.close.opportunity_status.search
Pack operation
Search user on close
recued-core.close.user.search
AI models
AI generates a concise summary
core.ai.summarize
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.
Permissions it requires
Declared by the recipe — Recued grants these at install, where you review them before approving.What it's allowed to do
Read
AI models
core.ai.summarize
read-only
8 more aren't listed here. You'll see them at install.