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Outreach revenue operations digest

by recued-core v4 28 views

Use “Outreach revenue operations digest” in Recued. It provides a scheduled, read-only Outreach revenue engagement digest.

How it works 21 steps

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

Process (21 steps)
◆ accounts_raw recued-core.outreach.account.search
Search account on outreach
◆ prospects_raw recued-core.outreach.prospect.search
Search prospect on outreach
◆ sequences_raw recued-core.outreach.sequence.search
Search sequence on outreach
◆ sequence_states_raw recued-core.outreach.sequence_state.search
Search sequence state on outreach
◆ tasks_raw recued-core.outreach.task.search
Search task on outreach
◆ mailings_raw recued-core.outreach.mailing.search
Search mailing on outreach
◆ events_raw recued-core.outreach.event.search
Search event on outreach
■ defaults defaults
Apply defaults
■ prospect_count count
Count items in prospects
■ account_count count
Count items in accounts
■ sequence_count count
Count items in sequences
■ task_count count
Count items in tasks
■ mailing_count count
Count items in mailings
■ event_count count
Count items in events
■ has_prospects compare
Check if prospect count is greater than 0
■ notify_enabled compare
Check if setting notify when prospects equals true
■ should_notify all
Check if all conditions are true
◆ notify core.notification.send
Send notification
skip: step.should_notify not_equal true
■ prospect_rows slice
Take a subset of
■ prospect_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table prospect_table
Settings 7 configurable

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

channels setting = [object Object]
end hour setting = 10
weekdays setting = 1,2,3,4,5
row limit setting = 50
start hour setting = 8
task owner id setting =
notify when prospects setting = true

Uses (9 operations)

Triggers Time watch core.watch.time
Pack operation Search account on outreach recued-core.outreach.account.search
Pack operation Search prospect on outreach recued-core.outreach.prospect.search
Pack operation Search sequence on outreach recued-core.outreach.sequence.search
Pack operation Search sequence state on outreach recued-core.outreach.sequence_state.search
Pack operation Search task on outreach recued-core.outreach.task.search
Pack operation Search mailing on outreach recued-core.outreach.mailing.search
Pack operation Search event on outreach recued-core.outreach.event.search
Notifications Send notification core.notification.send

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Send notificationsRead your Outreach connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

What it's allowed to do

Read Triggers core.watch.time read-only
Read Notifications core.notification.send external change

7 more aren't listed here. You'll see them at install.

Data it touches

SurfacesTriggersNotifications

About

Tags

outreach outreachrevenuesales-engagementprospectssequencestasksdigestnotificationpack:outreach

Details

21 steps 7 configurable settings recipe_id: revenue-operations-digest-outreach