Contact Role Classifier

by recued-core v1 context

Lists deal contacts with AI-classified buying process roles (decision maker, champion, etc.) in a table.

Data fetch

▼ contacts deal-contacts-hubspot

Fetch contacts from hubspot

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Process (9 steps)

■ selected_contacts map

Extract from each item

■ ai_contacts_minimal map

Extract from each item

■ hashed hash_replace

Anonymize sensitive fields for safe AI processing

✦ role_classification ai-classify

AI classifies data into one of the given categories

skip: config.enable_ai equal false

■ fallback_roles map

Extract from each item

■ ai_or_fallback coalesce

Use the first available value from: role classification, fallback roles

■ restored hash_restore

Restore anonymized fields back to real values

■ humanized_roles map

Extract role from each item

■ contact_table to_table

Format results as a data table

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Output

table contact_table

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

enable ai toggle = on

10 steps 1 configurable settings recipe_id: classify-deal-contact-roles-hubspot

If the webclient is not paired yet, copy classify-deal-contact-roles-hubspot and paste it after pairing.