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Inspect what a workflow does, what it installs, and what it can access before bringing it into Recued.

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2415 recipes

Overdue invoice chase

Use “Overdue invoice chase” in Recued. Vendor-agnostic action workflow over an accounting capability pack (QuickBooks or Xero) and the mail outbox. It reads information without changing data in the connected service. Changes remain behind Recued's approval controls.

by Recued CoreCertified v2
Closed Lost Deals

Use “Closed Lost Deals” in Recued. Lists recently closed lost deals with loss reasons, sorted by closure date.

by Recued CoreCertified v2
Recent Deals Viewer

Use “Recent Deals Viewer” in Recued. Lists deals created in the last N days sorted by amount (descending).

by Recued CoreCertified v2
Open Deals by Stage

Use “Open Deals by Stage” in Recued. Groups open deals by pipeline stage with deal count, total value, and average deal size. Sorted by pipeline stage order.

by Recued CoreCertified v2
Recent Deal Activities

Use “Recent Deal Activities” in Recued. Displays the 10 most recent deal activities with relative timestamps. Activities bind to your CRM connection via the standard service operation (HubSpot engagements).

by Recued CoreCertified v3
Stale Deals by Owner

Use “Stale Deals by Owner” in Recued. Identifies open deals with no activity beyond threshold, grouped by owner with pipeline value and percentage of total stale pipeline.

by Recued CoreCertified v2
Stale Deals Finder

Use “Stale Deals Finder” in Recued. Identifies open deals with no activity beyond threshold, sorted by inactivity duration.

by Recued CoreCertified v2
Contact Snippet Lookup

Use “Contact Snippet Lookup” in Recued. Looks up pre-approved outreach snippets based on contact's industry and job title. Renders copy-ready text with first name interpolation.

by Recued CoreCertified v2
Make PDF searchable with OCRmyPDF

Use “Make PDF searchable with OCRmyPDF” in Recued. Turn one scanned PDF or image into a searchable PDF through the local OCRmyPDF CLI and preserve the captured result.

by Recued CoreCertified v2
Deal Stakeholder Map

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.

by Recued CoreCertified v3
Meeting Notes To Action

Use “Meeting Notes To Action” in Recued. Turn normalized meeting notes into visible action candidates, then optionally create Recued tasks and commitments.

by Recued CoreCertified v3
Accounts by Region Analyzer

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.

by Recued CoreCertified v2
Open Deals by Owner

Use “Open Deals by Owner” in Recued. Groups all open deals by owner with pipeline metrics and sortable table view.

by Recued CoreCertified v2
Handle Codex Failure

Use “Handle Codex Failure” in Recued. It carries out the named workflow using the connections and settings you choose.

by Recued CoreCertified v1
Handle Codex Success

Use “Handle Codex Success” in Recued. It carries out the named workflow using the connections and settings you choose.

by Recued CoreCertified v1
Deal 360° Intelligence

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.

by Recued CoreCertified v3
Compliance Incident Investigator

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).

by Recued CoreCertified v3
Invoice intake organizer

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.

by Recued CoreCertified v3
Company News Monitor

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.

by Recued CoreCertified v4
Contacts missing a phone number (any CRM)

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.

by Recued CoreCertified v2
Silent High-ICP Accounts

Use “Silent High-ICP Accounts” in Recued. Identifies high-ICP accounts with no recent outbound activity for re-engagement.

by Recued CoreCertified v2
Stale Deals Finder

Use “Stale Deals Finder” in Recued. Identifies open deals with no activity beyond threshold and displays stalest deals first.

by Recued CoreCertified v2
First-Run Seed Operating System

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.

by Recued CoreCertified v2
First-Run Setup Checklist

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.

by Recued CoreCertified v1
Follow-up Reminder

Use “Follow-up Reminder” in Recued. Checks if contact follow-up is overdue based on last activity date.

by Recued CoreCertified v2
Follow-up Reminder

Use “Follow-up Reminder” in Recued. Checks days since last activity on contact/deal/ticket and shows overdue status or missing data.

by Recued CoreCertified v3
Open-pipeline forecast (any CRM)

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).

by Recued CoreCertified v2
90-Day Deal Forecast

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.

by Recued CoreCertified v2
Pipeline Forecaster

Use “Pipeline Forecaster” in Recued. Forecasts pipeline by month with weighted totals and AI narrative.

by Recued CoreCertified v2
Case Study Generator

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.

by Recued CoreCertified v3
Cold Email Generator

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.

by Recued CoreCertified v2
News Icebreaker

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.

by Recued CoreCertified v3
Meeting Agenda Generator

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.

by Recued CoreCertified v3
Git repo change watch

Use “Git repo change watch” in Recued. A scheduled worktree watch for one trusted local Git repository path.

by Recued CoreCertified v3
Git repo daily brief

Use “Git repo daily brief” in Recued. A scheduled local Git briefing for one trusted repository path.

by Recued CoreCertified v3
Deal Handoff Brief

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.

by Recued CoreCertified v3