Name: Send approved HubSpot deal follow-up
Author: recued-core

Send approved HubSpot deal follow-up

by recued-core v2 48 views

Use “Send approved HubSpot deal follow-up” in Recued. It completes the approved HubSpot deal follow-up workflow. Changes remain behind Recued's approval controls.

How it works 68 steps

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

Data fetch

▼ shared_followups core.storage.shared.list

List storage shared

▼

Process (67 steps)

■ target_deal_id trim

Trim whitespace from setting deal id

■ configured_recipient_email trim

Trim whitespace from setting recipient email

■ configured_recipient_contact_id trim

Trim whitespace from setting recipient contact id

■ configured_subject_override trim

Trim whitespace from setting subject override

■ configured_followup_goal trim

Trim whitespace from setting followup goal

■ has_deal_id compare

Check if target deal id has data

■ has_sender compare

Check if setting sender mail instance has data

■ has_subject_override compare

Check if configured subject override has data

■ include_deal_amount_enabled compare

Check if setting include deal amount equals true

■ allow_repeat_while_open_enabled compare

Check if setting allow repeat while open equals true

◆ deal recued-core.hubspot.deal.read

Read deal on hubspot

skip: step.has_deal_id not_equal true

■ has_deal_properties compare

Check if deal result properties has data

■ defaults defaults

Apply defaults

■ deal_amount_for_draft ternary

Apply ternary

■ deal_next_step default

Apply default

◆ contacts_list recued-core.hubspot.deal_contacts.list

List deal contacts on hubspot

skip: step.has_deal_id not_equal true

■ contacts map

Extract from each item

■ primary_contact find

Find first match in

■ has_configured_recipient_contact_id compare

Check if configured recipient contact id has data

■ contacts_matching_configured_id filter

Filter by condition

■ configured_contact_match_count count

Count items in contacts matching configured id

■ has_configured_contact_match compare

Check if configured contact match count is greater than 0

■ missing_configured_recipient_contact all

Check if all conditions are true

■ target_contact default

Apply default

■ has_configured_recipient compare

Check if configured recipient email has data

■ target_recipient_email ternary

Apply ternary

■ has_recipient_email compare

Check if target recipient email has data

■ contact_name_raw default

Apply default

■ contact_name trim

Trim whitespace from contact name raw

◆ activities recued-core.hubspot.engagement.list

List engagement on hubspot

skip: step.has_deal_id not_equal true

■ activity_rows map

Extract from each item

■ recent_activities slice

Take a subset of

■ active_watch_rows_for_deal filter

Filter by condition

■ active_watch_rows_for_recipient filter

Filter by condition

■ blocking_watch_rows filter

Filter by condition

■ blocking_watch_count count

Count items in blocking watch rows

■ has_blocking_watch compare

Check if blocking watch count is greater than 0

■ block_existing_watch all

Check if all conditions are true

■ skip_draft any

Check if any of the conditions are true

✦ draft core.ai.generate

AI generates content from a template

skip: step.skip_draft equal true

■ draft_body default

Apply default

■ has_draft_body compare

Check if draft body has data

■ subject_text ternary

Apply ternary

■ skip_send any

Check if any of the conditions are true

◆ send core.mail.send

Send mail

skip: step.skip_send equal true

fail: config.sender_mail_instance is_empty

■ defaults_2 defaults

Apply defaults

■ sent_record_id default

Apply default

■ has_sent_thread compare

Check if sent thread id has data

■ has_sent_record compare

Check if sent record id has data

■ thread_key_colon replace

Replace text in sent thread id

■ thread_key_slash replace

Replace text in thread key colon

■ thread_key_dot replace

Replace text in thread key slash

■ thread_key_at replace

Replace text in thread key dot

■ thread_key_space replace

Replace text in thread key at

■ thread_key_left_angle replace

Replace text in thread key space

■ thread_key_right_angle replace

Replace text in thread key left angle

■ thread_key_plus replace

Replace text in thread key right angle

■ thread_key_equals replace

Replace text in thread key plus

■ thread_key_question replace

Replace text in thread key equals

■ skip_watch_seed any

Check if any of the conditions are true

◆ seed_deal_followup_watch core.storage.shared.write

Write storage shared

skip: step.skip_watch_seed equal true

◆ link_sent_mail_to_deal core.memory.link.create

Create memory link

skip: step.skip_watch_seed equal true

■ has_contact_id compare

Check if target contact contact id has data

■ skip_contact_link any

Check if any of the conditions are true

◆ link_sent_mail_to_contact core.memory.link.create

Create memory link

skip: step.skip_contact_link equal true

■ summary to_summary

Format results as a summary card

■ draft_preview to_table

Format results as a data table

▼

Output

summary summary

table draft_preview

Settings 12 configurable

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

tone setting = concise_professional

deal id setting =

max words setting = 140

followup goal setting =

activity limit setting = 5

recipient email setting =

business context setting =

subject override setting =

include deal amount setting = false

recipient contact id setting =

sender mail instance setting =

allow repeat while open setting = false

Uses (8 operations)

Shared store List storage shared core.storage.shared.list

Pack operation Read deal on hubspot recued-core.hubspot.deal.read

Pack operation List deal contacts on hubspot recued-core.hubspot.deal_contacts.list

Pack operation List engagement on hubspot recued-core.hubspot.engagement.list

AI models AI generates content from a template core.ai.generate

Mail Send mail core.mail.send

Shared store Write storage shared core.storage.shared.write

Memory Create memory link core.memory.link.create

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 HubSpot connectionMail send

Declared by the recipe — Recued grants these at install, where you review them before approving.

What it's allowed to do

Read Shared store core.storage.shared.list read-only

Read AI models core.ai.generate read-only

Write Mail core.mail.send external change

Write Shared store core.storage.shared.write external change

Write Memory core.memory.link.create external change

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

Data it touches

SurfacesShared storeAI modelsMailMemory

Warehousedata.shareddata.maildata.crm

About

recued-core

Details

68 steps 12 configurable settings recipe_id: send-approved-deal-followup-hubspot

Send approved HubSpot deal follow-up

Uses (8 operations)

Trust & control

Permissions it requires

What it's allowed to do

Data it touches

About

Tags

Details