Generates an executive case study from closed-won deal data, notes, and contacts.

How it works 9 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

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Process (6 steps)

⚠ guard_won guard

Stop if deal stage does not equal

■ notes filter

Filter by condition

■ hashed_contacts hash_replace

Anonymize sensitive fields for safe AI processing

■ context pick

Keep only specific fields from

✦ case_study ai-generate

AI generates content from a template

■ restored hash_restore

Restore anonymized fields back to real values

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Output

text restored.content

Settings 1 configurable

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

notes lookback days number = 180