Recued
Open Recued
← Back to recipes

Competitor Mention Checker

by recued-core v1 action

Checks if a competitor is recorded on the deal, then scans recent notes and emails for additional competitor mentions.

How it works

Data fetch
▼ deal deal-reader-hubspot
Fetch reader from hubspot
▼ activities activity-reader-hubspot
Fetch reader from hubspot
▼
Process (12 steps)
⚠ check_deal guard
Stop if deal is missing
■ sorted_activities sort
Sort by
■ recent_activities slice
Take a subset of
■ activity_texts map
Extract from each item
■ has_activities compare
Check if recent activities has data
■ should_ai all
Check if all conditions are true
■ hashed_activities hash_replace
Anonymize sensitive fields for safe AI processing
skip: step.should_ai equal false
✦ ai_extract ai-extract
AI extracts structured fields from data
skip: step.should_ai equal false
■ formatted_mentions join
Join items with ", "
skip: step.ai_extract is_null
■ known_competitor coalesce
Use the first available value from: deal custom fields competitor,
■ competitor_mentions_issue any
Check if any of the conditions are true
■ checklist_items to_checklist
Format results as an actionable checklist
▼
Output
checklist checklist_items

Settings (2)

Configurable at install. Defaults shown — change anytime in the extension.

enable ai toggle = on
max activities number = 20

Tags

hubspot dealcompetitorhubspot

Details

14 steps 2 configurable settings recipe_id: check-competitor-mentions-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy check-competitor-mentions-hubspot and paste it after pairing.