Generates a structured handoff brief for reassigned deals, summarizing history, contacts, activities, and open issues.

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

▼ contacts deal-contacts-hubspot

Fetch contacts from hubspot

▼ activities activity-reader-hubspot

Fetch reader from hubspot

▼ notes notes-reader-hubspot

Fetch reader from hubspot

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Process (7 steps)

■ hash_contacts hash_replace

Anonymize sensitive fields for safe AI processing

skip: config.enable_ai equal false

■ sorted_activities sort

Sort by

skip: config.enable_ai equal false

■ recent_activities slice

Take a subset of

skip: config.enable_ai equal false

■ ai_context pick

Keep only specific fields from

skip: config.enable_ai equal false

✦ ai_brief ai-summarize

AI generates a concise summary

skip: config.enable_ai equal false

■ restored hash_restore

Restore anonymized fields back to real values

skip: config.enable_ai equal false

■ handoff_blocks to_summary

Format results as a summary card

▼

Output

summary handoff_blocks

Settings 1 configurable

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

enable ai toggle = on