Checks deal.competitors field and uses AI to scan recent notes/emails for new competitor mentions.

How it works 7 steps

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

Data fetch

▼ deal deal-reader-hubspot

Fetch reader from hubspot

▼ activities activity-reader-hubspot

Fetch reader from hubspot

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Process (5 steps)

⚠ check_deal guard

Stop if deal is missing

✦ extract_new_competitors ai-extract

AI extracts structured fields from data (PII auto-protected)

skip: config.enable_ai equal false

■ mentions_list coalesce

Use the first available value from: extract new competitors competitor mentions,

■ competitor_checklist to_checklist

Format results as an actionable checklist

■ suggested_additions to_summary

Format results as a summary card

skip: step.mentions_list is_empty

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Output

checklist competitor_checklist

summary suggested_additions

Settings 2 configurable

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

enable ai toggle = on

lookback days number = 30