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

How it works 7 steps

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

Data fetch

▼ deal deal-reader-hubspot

Fetch reader from hubspot

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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

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Output

summary recommendation_summary