Scans recent deal notes and emails for competitor mentions, compares against known competitors, and highlights new ones.

How it works 15 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 (13 steps)

⚠ guard_deal guard

Stop if deal is missing

■ text_activities filter

Filter by condition

■ activity_ages map

Extract timestamp from each item

■ recent_activities filter

Filter by condition

■ hashed_activities hash_replace

Anonymize sensitive fields for safe AI processing

skip: config.enable_ai equal false

✦ extracted ai-extract

AI extracts structured fields from data

skip: config.enable_ai equal false

■ restored_ids hash_restore

Restore anonymized fields back to real values

skip: config.enable_ai equal false

■ new_competitors filter

Filter by condition

skip: config.enable_ai equal false

■ competitor_rows map

Extract from each item

skip: config.enable_ai equal false

■ checklist to_checklist

Format results as an actionable checklist

■ competitor_names pluck

Extract name from each item

skip: config.enable_ai equal false

■ competitor_names_joined join

Join items with ", "

skip: config.enable_ai equal false

■ summary template

Generate text from a template

skip: step.new_competitors is_empty

▼

Output

checklist checklist

summary summary

Settings 2 configurable

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

enable ai toggle = on

lookback days number = 30