Classifies the optimal next sales action for a deal based on stage, activity, and contacts, with AI-generated rationale.

How it works 12 steps

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

Data fetch

▼ deal deal-reader-hubspot

Fetch reader from hubspot

▼ contacts deal-contacts-hubspot

Fetch contacts from hubspot

▼ activities activity-reader-hubspot

Fetch reader from hubspot

▼

Process (9 steps)

■ activities_with_age map

Extract timestamp from each item

■ recent_activities filter

Filter by condition

■ recent_notes filter

Filter by condition

■ context_raw pick

Keep only specific fields from

■ context hash_replace

Anonymize sensitive fields for safe AI processing

✦ classification ai-classify

AI classifies data into one of the given categories

skip: config.enable_ai equal false

✦ rationale_raw ai-prompt

AI generates a response from a custom prompt

skip: config.enable_ai equal false

■ rationale hash_restore

Restore anonymized fields back to real values

skip: step.rationale_raw.result is_null

■ summary to_summary

Format results as a summary card

▼

Output

summary summary

Settings 2 configurable

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

enable ai toggle = on

notes lookback days number = 30