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

How it works 14 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

▼

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

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

enable ai toggle = on

max activities number = 20