Pulls deal activities, sorts chronologically, and uses AI to highlight key compliance decision points.

How it works 10 steps

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

Data fetch

▼ activities activity-reader-hubspot

Fetch reader from hubspot

▼

Process (9 steps)

⚠ guard guard

Stop if activities is empty

■ sorted sort

Sort by

■ table_data map

Extract from each item

■ hashed_activities hash_replace

Anonymize sensitive fields for safe AI processing

✦ ai_summary ai-summarize

AI generates a concise summary

skip: config.enable_ai equal false

■ restored_ai hash_restore

Restore anonymized fields back to real values

skip: config.enable_ai equal false

■ ai_bullets template

Generate text from a template

skip: config.enable_ai equal false

■ timeline_table to_table

Format results as a data table

■ ai_text template

Generate text from a template

skip: config.enable_ai equal false

▼

Output

table timeline_table

text ai_text

Settings 1 configurable

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

enable ai toggle = on