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Send support reply from mail

by recued-core v1

Selected-message send workflow for the customer reply desk. Loads one mail record, assembles thread context, drafts a support reply, and sends it through the mail-send kernel ingredient so attended runs hit the existing preflight approval boundary. After a send it seeds durable data.shared watch state (status watching_customer_response, watched_contact = the customer) in the outbound-follow-up-response-watcher namespace, so that recipe advances the loop when the customer replies.

Complete workflow

Customer Support / Reply Desk 11 pinned recipes

Workflow pack for one-person-company customer replies. It turns Email / Outbox plus contact timeline context into a support desk: triage likely customer questions, draft a grounded reply from a selected mail thread, send only through the mail-send approval boundary, and watch the thread for the customer's next actionable response. The pack owns the support workflow, not any new mail primitive.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

Selected-message send workflow for the customer reply desk. Loads one mail record, assembles thread context, drafts a support reply, and sends it through the mail-send kernel ingredient so attended runs hit the existing preflight approval boundary. After a send it seeds durable data.shared watch state (status watching_customer_response, watched_contact = the customer) in the outbound-follow-up-response-watcher namespace, so that recipe advances the loop when the customer replies.

customer-supportreply-deskemailmail
by recued-core pinned v1

Read-only reply desk queue. Scans a mail warehouse folder, classifies likely customer support messages, and renders the records the owner should open next. It does not draft or send; use draft-support-reply-from-mail for the selected record.

customer-supportreply-deskemailmail
by recued-core pinned v1

Read-only selected-message reply workflow. Loads one mail record, assembles the thread body when available, reads contact timeline context, classifies the support request, and drafts a plain-text reply without sending.

customer-supportreply-deskemailmail
by recued-core pinned v1
Watch outbound follow-up replies
Background automation

Reactive reply-side of the outbound follow-up loop. On every inbound mail it matches the message by thread against durable data.shared watch state seeded by TWO producers — outbound-follow-up-pressure-producer (status followup_due, watched_contact = the primary recipient) and send-support-reply-from-mail (status watching_customer_response, watched_contact = the customer). It confirms the reply's sender is that watched contact — recovering the contact from the linked source mail (via the stored record_id) when a producer denormalized no address, and failing closed (skipping) when it cannot establish the counterparty — then classifies the reply, advances the shared state to responded_closed or response_needs_owner, and links the reply mail to the watched source mail. Those state transitions are what unified-work-queue and weekly-owner-review read to surface or retire the follow-up. It never sends mail or mutates an external system.

emailmailfollowupreply
by recued-core pinned v1

Neutral detection recipe for the outbound follow-up loop. It scans one response_needs_owner data.shared watch row, fetches the reply body, extracts possible conversion facets for meeting, task, insight note, commitment, and linked CRM deal next-step updates, writes compatible proposal rows for the matching owner-invoked action recipes, records a per-reply notification marker, and sends one notification that the reply has conversion options. It does not choose an action and never creates calendar events, tasks, notes, commitments, or CRM updates. User intent is expressed later by running one or more manual action recipes.

emailmailfollowupconversion
by recued-core pinned v1

Owner-invoked create half of the meeting-request conversion edge. It reads one awaiting_owner_approval proposal written by outbound-follow-up-meeting-request-calendar (optionally targeted by proposal_thread_key), creates the calendar event from the proposal's already-extracted schedule, links the event back to the reply and source mail, closes the follow-up loop on the source watch row, and marks the proposal scheduled. This recipe is manual-only on purpose: the calendar create (and, on some providers, the attendee invite) is an outward-facing action, and running it is the owner's explicit approval. It takes no calendar action when there is no pending proposal or the proposal lacks a concrete start and end time.

emailmailcalendarmeeting
by recued-core pinned v1
Show all 11 recipes

Owner-invoked create half of the task conversion edge. It reads one awaiting_owner_approval proposal written by outbound-follow-up-task-from-reply, optionally targeted by proposal_thread_key, creates a Recued task from the proposal, links the task back to the reply and source mail, closes the source follow-up watch row, and marks the proposal created. This recipe is manual-only on purpose: running it is the owner's approval to turn the proposed reply action into durable work.

emailmailtaskfollowup
by recued-core pinned v1

Owner-invoked create half of the customer-insight note conversion edge. It reads one awaiting_owner_approval proposal written by outbound-follow-up-insight-note-from-reply, optionally targeted by proposal_thread_key, creates a Recued note from the proposal, links the note back to the reply and source mail, and records the note id on the source follow-up watch row WITHOUT closing the loop — an insight note is complementary memory capture, so the thread stays open (its status is preserved) for the actual task/meeting/reply. It marks the proposal created so it is not re-proposed. This recipe is manual-only on purpose: running it is the owner's approval to turn the proposed customer signal into durable relationship memory.

emailmailnotecustomer-insight
by recued-core pinned v1

Owner-invoked create half of the commitment conversion edge. It reads one awaiting_owner_approval proposal written by outbound-follow-up-commitment-from-reply, optionally targeted by proposal_thread_key, creates a Recued commitment from the proposal, links the commitment back to the reply and source mail, and records the commitment id on the source follow-up watch row WITHOUT closing the loop. A commitment is complementary accountability capture, so the thread keeps its current status for the actual task/meeting/reply. It marks the proposal created so it is not re-proposed. This recipe is manual-only on purpose: running it is the owner's approval to turn the proposed promise into durable work.

emailmailcommitmentfollowup
by recued-core pinned v1

Owner-invoked action half of the CRM deal update conversion edge for the outbound follow-up loop. It reads one awaiting_owner_approval proposal written by outbound-follow-up-reply-conversion-options, verifies the proposal is still tied to the same source watch row and CRM connection, updates the canonical CRM deal next_step, links the deal back to the reply/source mail, and records the CRM deal linkage on the data.shared watch row without closing the loop. This recipe is manual-only on purpose: running it is the owner's approval to update the CRM deal.

emailmailfollowupcrm
by recued-core pinned v1

Housekeeping GC for the outbound follow-up loop. data.shared writes do not honor ttl (the durable store rejects it), so the per-thread conversion proposals written by the calendar/task/insight-note/commitment/CRM deal update detectors would otherwise persist forever after they are approved. This daily auto_run lists the outbound-follow-up namespace and deletes only proposal rows in a terminal status (scheduled / task_created / note_created / commitment_created / crm_deal_updated). It is safe because re-proposal is already blocked by the conversion id recorded on the source watch row for one-shot conversions (calendar_source_id / task_id / insight_note_id / commitment_id), while CRM deal-update duplicates for the same reply are blocked by the per-reply notification marker plus pending proposal rows. It never touches the watch rows themselves (they stay for re-open on a later reply), and it leaves awaiting_owner_approval proposals alone (they carry no timestamp, so a stale-unactioned proposal cannot be aged out here — record a created_at on proposals if that is wanted later).

followuphousekeepinggcclosed-loop
by recued-core pinned v1
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How it works 42 steps

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

Data fetch
message ?
Process (41 steps)
subject default
Apply default
from_email default
Apply default
message_id default
Apply default
thread_id default
Apply default
has_thread_id compare
Check if thread id has data
thread ?
skip: step.has_thread_id not_equal true
thread_messages default
Apply default
thread_body_reads ?
thread_messages_with_body filter
Filter by condition
thread_body_segments pluck
Extract result.body from each item
thread_body join
Join items with " --- "
single_body_read ?
skip: step.has_thread_id equal true
single_body default
Apply default
body ternary
Apply ternary
body_present compare
Check if body has data
skip_empty compare
Check if body present does not equal true
contact_context ?
skip: step.from_email is_empty
contact_interactions default
Apply default
contact_recent_subjects default
Apply default
contact_recent_subjects_text join
Join items with " | "
protect pii-protect
Apply pii-protect
classify ?
skip: step.skip_empty equal true
category default
Apply default
confidence default
Apply default
skip_reply any
Check if any of the conditions are true
draft ?
skip: step.skip_reply equal true
restore_draft pii-restore
Apply pii-restore
skip: step.skip_reply equal true
send ?
skip: step.skip_reply equal true
fail: config.sender_mail_instance is_empty
skip_support_watch any
Check if any of the conditions are true
thread_key_colon replace
Replace text in 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
seed_support_response_watch ?
skip: step.skip_support_watch equal true
summary to_summary
Format results as a summary card
Settings 4 configurable

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

tone setting = concise_helpful
record id setting =
business context setting =
sender mail instance setting =

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

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

Data it touches

Warehousedata.enrichmentdata.shared

About

Tags

customer-supportreply-deskemailmailsend-classapprovalcontact-contextone-person-companypack:customer-support-reply-deskai_surface

Details

42 steps 4 configurable settings recipe_id: send-support-reply-from-mail