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Sales Asset Recommender

by recued-core v1 context

Recommends relevant sales assets (case studies, whitepapers, ROI calculators) based on deal stage and product interest using a predefined mapping table.

How it works

Data fetch
▼ deal deal-reader-hubspot
Fetch reader from hubspot
▼
Process (6 steps)
■ safe_stage coalesce
Use the first available value from: deal stage, unknown
■ safe_product coalesce
Use the first available value from: deal product interest, unknown
■ lookup_key template
Generate text from a template
■ asset_name switch
Map lookup key to one of: discovery|startup, decision|enterprise, proposal|enterprise, negotiation|mid-market
■ asset_type switch
Map lookup key to one of: discovery|startup, decision|enterprise, proposal|enterprise, negotiation|mid-market
■ recommendation_summary to_summary
Format results as a summary card
▼
Output
summary recommendation_summary

Tags

hubspot dealsalesassethubspot

Details

7 steps recipe_id: recommend-sales-asset-deal-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy recommend-sales-asset-deal-hubspot and paste it after pairing.