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Meeting Agenda Generator

by recued-core v1 context

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

How it works

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
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
Output
ai_analysis restored

Settings (2)

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

enable ai toggle = on
lookback activities number = 3

Tags

hubspot meetingdealhubspotagendaai

Details

8 steps 2 configurable settings recipe_id: generate-meeting-agenda-deal-hubspot

Install

Install in Recued View publisher Open Kitchen

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