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Weekly Owner Review

by recued-core v1 10 views

Use “Weekly Owner Review” in Recued. It provides a scheduled, read-only review for a one-person company owner.

How it works 38 steps

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

Data fetch
contact_open_loops ?
project_open_loops ?
project_gaps ?
stalled_projects ?
commitment_bands ?
warm_notes ?
calendar_rollups ?
contact_rollups ?
outbound_followups ?
Process (29 steps)
open_outbound_followups filter
Filter by condition
visible_outbound_followups filter
Filter by condition
contact_open_loop_rows map
Extract from each item
project_open_loop_rows map
Extract from each item
project_gap_rows map
Extract from each item
stalled_project_rows map
Extract from each item
commitment_band_rows map
Extract from each item
warm_note_rows map
Extract from each item
meeting_context_rows map
Extract from each item
contact_context_rows map
Extract from each item
outbound_followup_rows map
Extract from each item
review_rows_all flatten
Flatten nested lists in
review_rows slice
Take a subset of
review_count count
Count items in review rows all
shown_count count
Count items in review rows
contact_open_loop_count count
Count items in contact open loops entries
project_open_loop_count count
Count items in project open loops entries
project_gap_count count
Count items in project gaps entries
stalled_project_count count
Count items in stalled projects entries
commitment_band_count count
Count items in commitment bands entries
warm_note_count count
Count items in warm notes entries
meeting_context_count count
Count items in calendar rollups entries
relationship_context_count count
Count items in contact rollups entries
outbound_followup_count count
Count items in visible outbound followups
review_targets pluck
Extract target_id from each item
review_targets_text join
Join items with ", "
summary to_summary
Format results as a summary card
owner_checklist to_checklist
Format results as an actionable checklist
review_table to_table
Format results as a data table
Settings 5 configurable

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

end hour setting = 12
weekdays setting = 1
start hour setting = 8
review limit setting = 16
signal limit setting = 12

Trust & control

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

Data it touches

Warehousedata.enrichmentdata.shared

About

Tags

soloone-person-companyweekly-reviewowner-reviewdisciplinework-queuetaskcommitmentprojectnotecalendarpack:weekly-owner-review

Details

38 steps 5 configurable settings recipe_id: weekly-owner-review