Recued
Open Recued
← Back to recipes

Deal Handoff Brief

by recued-core v1 action

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

How it works

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

enable ai toggle = on

Tags

hubspot dealhandoffhubspotai

Details

11 steps 1 configurable settings recipe_id: generate-deal-handoff-brief-hubspot

Install

Install in Recued View publisher Open Kitchen

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