Pre-Call Checklist Generator

by recued-core v1 context

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

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

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

negotiation stage text = negotiation

11 steps 1 configurable settings recipe_id: generate-call-checklist-deal-hubspot

If the webclient is not paired yet, copy generate-call-checklist-deal-hubspot and paste it after pairing.