Read-only review brief for one Zoho CRM deal. It reads the deal, attached notes, optional contact, optional account, and recent tasks through recued-core.zoho-crm-sales, then asks the AI summarizer for deal status, risk, missing context, and the next concrete follow-up. It never creates, updates, deletes, converts, merges, mutates settings, runs COQL/query APIs, or calls arbitrary Zoho endpoints.

How it works 9 steps

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

Process (9 steps)

■ deal ?

■ notes ?

■ tasks ?

■ has_contact compare

Check if setting contact id has data

■ contact ?

skip: step.has_contact not_equal true

■ has_account compare

Check if setting account id has data

■ zoho_account ?

skip: step.has_account not_equal true

■ brief ?

■ card to_summary

Format results as a summary card

Settings 5 configurable

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

deal id setting =

zoho crm setting =

account id setting =

contact id setting =

brief guidance setting = Summarize deal status, value, stage, close-date pressure, notes, likely missing context, and the next concrete follow-up. Do not invent facts outside the Zoho CRM records.