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Weekly Owner Review

by recued-core v2 23 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 core.data.enrichment.list
List data enrichment
▼ project_open_loops core.data.enrichment.list
List data enrichment
▼ project_gaps core.data.enrichment.list
List data enrichment
▼ stalled_projects core.data.enrichment.list
List data enrichment
▼ commitment_bands core.data.enrichment.list
List data enrichment
▼ warm_notes core.data.enrichment.list
List data enrichment
▼ calendar_rollups core.data.enrichment.list
List data enrichment
▼ contact_rollups core.data.enrichment.list
List data enrichment
▼ outbound_followups core.storage.shared.list
List storage shared
▼
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
▼
Output
summary summary
checklist owner_checklist
table review_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

Uses (3 operations)

Triggers Time watch core.watch.time
Enrichments List data enrichment core.data.enrichment.list
Shared store List storage shared core.storage.shared.list

Trust & control

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

What it's allowed to do

Read Triggers core.watch.time read-only
Read Enrichments core.data.enrichment.list read-only
Read Shared store core.storage.shared.list read-only

Data it touches

SurfacesTriggersEnrichmentsShared store
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