Use “Account Activity Summary” in Recued. Summarizes customer wants, concerns, and decision criteria from recent deal activities. Fallback shows last 5 call note titles when AI disabled.

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