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Zuora account revenue brief

by recued-core v1

Read-only Zuora account brief. Reads account, summary, and subscriptions through recued-core.zuora, then summarizes balance, invoices, payments, renewal risk, and follow-up. No writes or arbitrary endpoints.

How it works 15 steps

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

Process (15 steps)
account_read ?
summary ?
subscriptions_raw ?
summary_invoices default
Apply default
summary_payments default
Apply default
subscriptions default
Apply default
invoice_count count
Count items in summary invoices
payment_count count
Count items in summary payments
subscription_count count
Count items in subscriptions
invoice_rows slice
Take a subset of
subscription_rows slice
Take a subset of
summarize ?
invoice_table to_table
Format results as a data table
subscription_table to_table
Format results as a data table
card to_summary
Format results as a summary card
Settings 5 configurable

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

focus setting = Summarize the Zuora account for a revenue operator: balance, payment state, recent invoices and payments, subscription status, renewal or term risk, and concrete follow-up. Do not invent facts outside the Zuora data.
zuora setting =
row limit setting = 25
max length setting = 1000
account key setting =

Trust & control

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

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

Read your Zuora connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

zuora zuorabillingsubscriptionsrevenueaccountinvoicebriefai-summarypack:zuora

Details

15 steps 5 configurable settings recipe_id: zuora-account-revenue-brief