Use “Deal Stakeholder Map” in Recued. Classifies each contact's buyer role (champion, blocker, evaluator, decision-maker), analyzes activity sentiment, and flags engagement risks. Activities bind to your HubSpot connection via the standard service operation.
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Inspect what a workflow does, what it installs, and what it can access before bringing it into Recued.
2264 recipes
Use “Meeting Notes To Action” in Recued. Turn normalized meeting notes into visible action candidates, then optionally create Recued tasks and commitments.
Use “Notify commitment due soon” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “Notify deals closing soon (cross-vendor CRM)” in Recued. Cross-vendor reactive alert.
Use “Notify deals closing soon (HubSpot)” in Recued. Reactive alert. It uses the connections and settings you choose when you run it.
Use “Accounts by Region Analyzer” in Recued. Groups US accounts into 5 regions (Northeast, Midwest, South, West, Other) using zip code prefix lookup. Computes account count, total revenue, and average deal size per region.
Use “Open Deals by Owner” in Recued. Groups all open deals by owner with pipeline metrics and sortable table view.
Use “Handle Codex Failure” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Handle Codex Success” in Recued. It carries out the named workflow using the connections and settings you choose.
Use “Inbound/outbound ratio” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “Deal 360° Intelligence” in Recued. Cross-entity view: deal health, contact engagement, company context, recent activities, and open tickets — all in one results panel. AI synthesizes the full picture.
Use “Compliance Incident Investigator” in Recued. Chronologically sorts all deal activities and generates AI-powered timeline summary highlighting key compliance decisions. Activities bind to your CRM connection via the standard service operation (HubSpot engagements).
Use “Invoice intake organizer” in Recued. Parse a received invoice or receipt (PDF / image / docx / scan) with the local docling tool into readable text - so any text model can read it - then extract vendor, number, amount, currency, and dates.
Use “Invoice intake watch (Google Drive folder)” in Recued. Watch a Google Drive folder for new invoice / receipt documents and stage their extracted finance data.
Use “Last meaningful touch” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “Company News Monitor” in Recued. Searches recent news for each company behind contacts in target lifecycle stages, classifies the most significant event per account in one batch AI call, and shows a confidence-sorted table.
Use “Contacts missing a phone number (any CRM)” in Recued. Find CRM contacts with no phone number on file and show the count plus a follow-up table (email, lifecycle stage, owner). The missing-phone filter runs server-side in the CRM.
Use “Silent High-ICP Accounts” in Recued. Identifies high-ICP accounts with no recent outbound activity for re-engagement.
Use “Stale Deals Finder” in Recued. Identifies open deals with no activity beyond threshold and displays stalest deals first.
Use “First-Run Seed Operating System” in Recued. Optionally seed the owner's personal operating system with a setup profile note, setup project, setup tasks, and weekly owner-review commitment. Defaults to preview; switch write mode to create when the owner wants records written.
Use “First-Run Setup Checklist” in Recued. Show the owner what must be decided before Recued can run as a visible operating system: business profile, owner identity, external service lanes, inbox, calendar, weekly review cadence, and follow-up default. It reads information without changing data in the connected service.
Use “Draft follow-ups on silent threads” in Recued. It provides a read-only Email/Outbox workflow.
Use “Follow-up Reminder” in Recued. Checks if contact follow-up is overdue based on last activity date.
Use “Follow-up Reminder” in Recued. Checks days since last activity on contact/deal/ticket and shows overdue status or missing data.
Use “Open-pipeline forecast (any CRM)” in Recued. Roll your open CRM pipeline into one forecast card: open-deal count, raw pipeline value (sum of amounts), and the vendor's committed forecast (sum of forecast amounts).
Use “90-Day Deal Forecast” in Recued. Groups open deals by close date month within forecast horizon, displays monthly pipeline table, and generates AI narrative analyzing monthly trends + risk factors.
Use “Pipeline Forecaster” in Recued. Forecasts pipeline by month with weighted totals and AI narrative.
Use “Case Study Generator” in Recued. Generates executive-ready case studies from closed-won deal notes with PII protection. Activities bind to your HubSpot connection via the standard service operation.
Use “Cold Email Generator” in Recued. Generates three tailored cold emails (initial, follow-up, breakup) using account context. Each email ≤150 words with copy buttons.
Use “News Icebreaker” in Recued. Generates a personalized icebreaker for a CRM contact using recent web news about their company. Contact reads bind to your HubSpot connection via the standard service operation; web search runs through an enrolled Exa connection's gated the connected service op.
Use “Meeting Agenda Generator” in Recued. Generates a professional 4-section meeting agenda when a deal has a meeting scheduled within 48 hours. Activities bind to your HubSpot connection via the standard service operation.
Use “Git repo change watch” in Recued. A scheduled worktree watch for one trusted local Git repository path.
Use “Git repo daily brief” in Recued. A scheduled local Git briefing for one trusted repository path.
Use “Deal Handoff Brief” in Recued. Generates AI-powered handoff brief when deal ownership changes. Summarizes history, key contacts, highlights, open objections, and next steps with PII protection.
Use “Refresh deal health score (HubSpot)” in Recued. Reactive AI producer. It uses the connections and settings you choose when you run it.
Use “Refresh deal health score (Salesforce)” in Recued. Reactive AI producer. It uses the connections and settings you choose when you run it.
Use “Refresh deal velocity signal (HubSpot)” in Recued. Reactive silent producer. It uses the connections and settings you choose when you run it.
Use “Refresh deal velocity signal (Salesforce)” in Recued. Reactive silent producer.
Use “Competitive Intelligence Scanner” in Recued. Scans a HubSpot deal's logged activities (calls, emails, meetings, notes) for competitor mentions, searches the web for the named competitors' pricing + features, then produces a comparison analysis.
Use “Fair Housing Steering Detector” in Recued. Analyzes showing patterns for potential steering violations under FHA (24 CFR §100.70). Computes chi-square steering score across inferred demographic proxies and zip clusters.
Use “Daily Pipeline Digest” in Recued. Weekday pipeline health digest with drift detection. Compares today's weighted pipeline score against yesterday's, flags deals that moved stages or went stale, and surfaces the overall health delta.
Use “AI Follow-up Email Drafter” in Recued. Analyzes deal context and recent activity, then generates a personalized follow-up email draft and writes it into HubSpot's email compose form. Activities bind to your HubSpot connection via the standard service operation.
Use “Draft support reply from mail” in Recued. It provides a read-only selected-message reply workflow.
Use “Engagement silence duration” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “Engagement velocity signal” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “Expected quotation email watcher” in Recued. It supports this workflow in the background and is not intended to be run directly.
Use “Extract commitments from mail” in Recued. Extract commitments from an inbound email into Recued's commitment tracker — who promised what to whom, with optional deadline and monetary amount. Thread-aware: a reply like 'yes, please send that by Friday' binds to the prior message, not the reply.
Use “Email PII Extractor” in Recued. Extracts contact details from email signatures. Shows extracted values with validation status.