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Zuora revenue operations digest

by recued-core v3 32 views

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

How it works 15 steps

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

Process (15 steps)
◆ orders_raw recued-core.zuora.order.search
Search order on zuora
◆ products_raw recued-core.zuora.catalog.product.search
Search catalog product on zuora
◆ charge_definitions_raw recued-core.zuora.product_charge_definition.search
Search product charge definition on zuora
■ defaults defaults
Apply defaults
■ order_count count
Count items in orders
■ product_count count
Count items in products
■ charge_definition_count count
Count items in charge definitions
■ order_rows slice
Take a subset of
■ product_rows slice
Take a subset of
■ charge_definition_rows slice
Take a subset of
✦ summarize core.ai.summarize
AI generates a concise summary
■ order_table to_table
Format results as a data table
■ product_table to_table
Format results as a data table
■ charge_definition_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
summary card
table order_table
table product_table
table charge_definition_table
Settings 10 configurable

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

focus setting = Summarize order activity, catalog readiness, pricing or charge-definition risk, revenue recognition signals, and concrete revenue-ops follow-up. Do not invent facts outside the Zuora evidence.
end date setting =
end hour setting = 10
weekdays setting = 1,2,3,4,5
row limit setting = 25
max length setting = 1100
start date setting =
start hour setting = 8
order status setting =
date filter option setting = updatedDate

Uses (5 operations)

Triggers Time watch core.watch.time
Pack operation Search order on zuora recued-core.zuora.order.search
Pack operation Search catalog product on zuora recued-core.zuora.catalog.product.search
Pack operation Search product charge definition on zuora recued-core.zuora.product_charge_definition.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

Read your Zuora 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 AI models core.ai.summarize read-only

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

Data it touches

SurfacesTriggersAI models

About

Tags

zuora zuorabillingsubscriptionsrevenueorderscatalogdigestpack:zuora

Details

15 steps 10 configurable settings recipe_id: revenue-operations-digest-zuora