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Deal Contact Classifier

by recued-core v1 action

Lists deal contacts with AI-classified roles and confidence scores.

How it works

Data fetch
contacts deal-contacts-hubspot
Fetch contacts from hubspot
Process (7 steps)
guard_no_contacts guard
Stop if contacts is empty
hash_names hash_replace
Anonymize sensitive fields for safe AI processing
prepare_ai_data map
Extract from each item
ai_classify_roles ai-classify
AI classifies data into one of the given categories
skip: config.enable_ai equal false
restore_names hash_restore
Restore anonymized fields back to real values
build_table_rows map
Extract from each item
contacts_table to_table
Format results as a data table
Output
table contacts_table

Settings (1)

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

enable ai toggle = on

Tags

hubspot dealcontactsai-classificationhubspot

Details

8 steps 1 configurable settings recipe_id: classify-deal-contacts-hubspot

Install

Install in Recued View publisher Open Kitchen

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