Summarizes customer wants, concerns, and decision criteria from recent deal activities. Fallback shows last 5 call note titles when AI disabled. Activities bind to your CRM connection via the canonical engagement.list op (HubSpot engagements).

How it works 17 steps

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

Process (17 steps)

■ activities ?

■ activities_flat map

Extract from each item

■ activities_with_days map

Extract timestamp from each item

■ recent_activities filter

Filter by condition

■ max_activities math

Calculate: floor({{config.max_chars}} / 200)

■ capped_activities slice

Take a subset of

■ run_ai_check all

Check if all conditions are true

■ should_show_fallback all

Check if all conditions are true

■ empty_state template

Generate text from a template

skip: step.recent_activities is_not_empty

■ fallback_slice slice

Take a subset of

■ fallback_subjects pluck

Extract subject from each item

■ fallback_joined join

Join items with ", "

■ fallback_text template

Generate text from a template

skip: step.should_show_fallback equal false

■ ai_extract ?

skip: step.run_ai_check equal false

■ wants_block template

Generate text from a template

skip: step.run_ai_check equal false

■ concerns_block template

Generate text from a template

skip: step.run_ai_check equal false

■ criteria_block template

Generate text from a template

skip: step.run_ai_check equal false

Settings 5 configurable

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

crm setting =

enable ai toggle = on

max chars number = 8000

lookback days number = 180

fallback note count number = 5