Summarizes customer wants/concerns/criteria from activity notes. Shows last 5 activity subjects (calls/meetings/emails) when AI disabled. Activities bind to your CRM connection via the canonical engagement.list op (HubSpot engagements).

How it works 16 steps

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

Process (16 steps)

■ activities ?

■ activities_flat map

Extract from each item

■ filtered_by_type filter

Filter by condition

■ with_days_old map

Extract timestamp from each item

■ recent_activities filter

Filter by condition

■ sorted_activities sort

Sort by

■ formatted_activities map

Extract from each item

■ joined_activities join

Join items with " "

■ truncated_activities truncate

Truncate joined activities to a max length

■ skip_ai any

Check if any of the conditions are true

■ ai_extract ?

skip: step.skip_ai equal true

■ wants_text coalesce

Use the first available value from: ai extract wants, AI analysis unavailable (disabled or no recent activities)

■ concerns_text coalesce

Use the first available value from: ai extract concerns, AI analysis unavailable (disabled or no recent activities)

■ criteria_text coalesce

Use the first available value from: ai extract decision criteria, AI analysis unavailable (disabled or no recent activities)

■ top5_activities slice

Take a subset of

■ recent_activities_table to_table

Format results as a data table

skip: config.enable_ai equal true

Settings 4 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