Scheduled read-only Salesloft revenue engagement digest. It lists bounded pages of people, accounts, cadences, cadence memberships, and tasks through recued-core.salesloft, renders compact review tables, and optionally sends an in-app nudge when people are visible. It never creates people, adds cadence memberships, creates tasks or notes, sends emails, completes calls, imports cadences, administers webhooks, deletes records, or calls arbitrary Salesloft endpoints.

How it works 23 steps

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

Process (23 steps)

■ me ?

■ people_raw ?

■ accounts_raw ?

■ cadences_raw ?

■ memberships_raw ?

■ tasks_raw ?

■ people default

Apply default

■ accounts default

Apply default

■ cadences default

Apply default

■ memberships default

Apply default

■ tasks default

Apply default

■ person_count count

Count items in people

■ account_count count

Count items in accounts

■ cadence_count count

Count items in cadences

■ membership_count count

Count items in memberships

■ task_count count

Count items in tasks

■ has_people compare

Check if person count is greater than 0

■ notify_enabled compare

Check if setting notify when people equals true

■ should_notify all

Check if all conditions are true

■ notify ?

skip: step.should_notify not_equal true

■ person_rows slice

Take a subset of

■ person_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 7 configurable

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

channels setting = in_app

end hour setting = 10

weekdays setting = 1,2,3,4,5

row limit setting = 50

salesloft setting =

start hour setting = 8

notify when people setting = true