Generates a structured, professional meeting agenda from deal context, recent activities, and associated contacts.

How it works 8 steps

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

Data fetch

▼ deal deal-reader-hubspot

Fetch reader from hubspot

▼ activities activity-reader-hubspot

Fetch reader from hubspot

▼ contacts deal-contacts-hubspot

Fetch contacts from hubspot

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Process (5 steps)

■ recent_activities slice

Take a subset of

■ hashed_contacts hash_replace

Anonymize sensitive fields for safe AI processing

■ ai_context pick

Keep only specific fields from

✦ agenda ai-generate

AI generates content from a template

skip: config.enable_ai equal false

■ restored hash_restore

Restore anonymized fields back to real values

skip: step.agenda is_null

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Output

ai_analysis restored

Settings 2 configurable

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

enable ai toggle = on

lookback activities number = 3