Use “Customer Insights Summary” in Recued. Summarizes customer wants/concerns/criteria from activity notes. Shows last 5 activity subjects (calls/meetings/emails) when AI disabled.

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