Customer Voice Summary

by recued-core v1 context

Analyzes all customer interactions to surface core wants, concerns, and decision criteria in a concise AI summary.

Data fetch

▼ activities timeline-reader-hubspot

Fetch reader from hubspot

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Process (8 steps)

■ filtered_activities filter

Filter by condition

■ should_run_ai all

Check if all conditions are true

■ hashed_activities hash_replace

Anonymize sensitive fields for safe AI processing

■ activity_texts map

Extract from each item

skip: step.should_run_ai equal false

✦ ai_summary ai-prompt

AI generates a response from a custom prompt

skip: step.should_run_ai equal false

■ restored_summary hash_restore

Restore anonymized fields back to real values

skip: step.should_run_ai equal false

■ activities_table to_table

Format results as a data table

■ data_checklist to_checklist

Format results as an actionable checklist

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Output

checklist data_checklist

table activities_table

ai_analysis restored_summary

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

enable ai toggle = on

min interactions number = 3

include activity types choice = note (note, email, call, meeting)

9 steps 3 configurable settings recipe_id: summarize-customer-interactions-hubspot

If the webclient is not paired yet, copy summarize-customer-interactions-hubspot and paste it after pairing.