Use “Review expected quotation draft” in Recued. It carries out the named workflow using the connections and settings you choose.
Review expected quotation draft
Use “Review expected quotation draft” in Recued. It carries out the named workflow using the connections and settings you choose.
Complete workflow
Expected Quotation Email Loop
4 pinned recipes
Use Expected Quotation Email Loop in Recued for quote, draft, watcher, and closed loop. It includes 2 ready-to-run workflows and 1 related pack in one install.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Watch for expected quotation email” in Recued. Register a one-time watcher for a future inbound quotation email from a known sender and limited match terms.
Use “Expected quotation email watcher” in Recued. It supports this workflow in the background and is not intended to be run directly.
Use “Expected quotation email watcher timeout” in Recued. Low-frequency timeout role for the connected service. It moves a limited batch of expired rows from active to timedout, deletes the active copy only after the durable timeout write succeeds, and notifies the owner once per batch.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Data fetch
watch_rows
?
timed_out_rows
?
▼
Process (36 steps)
lifecycle_rows
flatten
Flatten nested lists in
close_key
trim
Trim whitespace from setting close key
close_is_needs_owner
starts_with
Check if close key starts with data.shared.recipe.recued-core_expected-quotation-email.needs_owner.
close_is_timed_out
starts_with
Check if close key starts with data.shared.recipe.recued-core_expected-quotation-email.timed_out.
close_namespace_allowed
any
Check if any of the conditions are true
close_matches
filter
Filter by condition
close_is_listed
compare
Check if close matches has data
close_allowed
all
Check if all conditions are true
close_owner_row
?
skip: step.close_allowed not_equal true
visible_lifecycle_rows
filter
Filter by condition
draft_rows
filter
Filter by condition
has_target
compare
Check if setting watch key has data
targeted_rows
filter
Filter by condition
selected_pool
ternary
Apply ternary
candidate_rows
slice
Take a subset of
has_candidate
compare
Check if candidate rows has data
draft_count
count
Count items in draft rows
defaults
defaults
Apply defaults
configured_goal
trim
Trim whitespace from setting draft goal
has_configured_goal
compare
Check if configured goal has data
draft_goal
ternary
Apply ternary
past_deal_context
truncate
Truncate setting past deal context text to a max length
has_past_context
compare
Check if past deal context has data
can_draft
any
Check if any of the conditions are true
skip_body_read
any
Check if any of the conditions are true
body_read
?
skip: step.skip_body_read equal true
request_body
default
Apply default
body_present
compare
Check if request body has data
skip_draft
any
Check if any of the conditions are true
protect
pii-protect
Apply pii-protect
draft
?
skip: step.skip_draft equal true
restore_draft
pii-restore
Apply pii-restore
skip: step.skip_draft equal true
draft_subject
default
Apply default
draft_body
default
Apply default
lifecycle_table
to_table
Format results as a data table
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
close key
setting
=
watch key
setting
=
draft goal
setting
=
reply tone
setting
=
concise_professional
past deal context text
setting
=
allow draft without past context
setting
=
false
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.