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Outreach revenue operations digest

by recued-core v2 7 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 ?
prospects_raw ?
sequences_raw ?
sequence_states_raw ?
tasks_raw ?
mailings_raw ?
events_raw ?
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 ?
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
Settings 8 configurable

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

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

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.

About

Tags

outreach outreachrevenuesales-engagementprospectssequencestasksdigestnotificationpack:outreach

Details

21 steps 8 configurable settings recipe_id: revenue-operations-digest-outreach