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Next Action Classifier

by recued-core v1 action

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

How it works

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

enable ai toggle = on
notes lookback days number = 30

Tags

hubspot dealhubspotai-classifynext-action

Details

12 steps 2 configurable settings recipe_id: classify-next-action-deal-hubspot

Install

Install in Recued View publisher Open Kitchen

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