Dynamically generates call preparation checklist items based on deal stage, competitor data, and product interest.

How it works 11 steps

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

Data fetch

▼ deal deal-reader-hubspot

Fetch reader from hubspot

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Process (10 steps)

⚠ validate_deal guard

Stop if deal is empty

■ in_negotiation compare

Check if deal stage equals setting negotiation stage

■ competitor_value coalesce

Use the first available value from: deal custom fields competitor,

■ has_competitor compare

Check if competitor value does not equal

■ product_value coalesce

Use the first available value from: deal custom fields product interest,

■ has_product_interest compare

Check if product value does not equal

■ budget_detail switch

Map in negotiation to one of: true, false

■ competitor_detail switch

Map has competitor to one of: true, false

■ product_detail switch

Map has product interest to one of: true, false

■ call_checklist to_checklist

Format results as an actionable checklist

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Output

checklist call_checklist

Settings 1 configurable

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

negotiation stage text = negotiation