Summarizes calendar meetings, extracts action items, and logs them to the associated CRM deal.

How it works 22 steps

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

Process (22 steps)

■ missing_transcript all

Check if all conditions are true

⚠ check_transcript guard

Stop if missing transcript equals

■ ai_ready all

Check if all conditions are true

■ attendee_emails map

Extract from each item

■ email_list pluck

Extract email from each item

■ email_query join

Join items with " OR "

◆ crm_contacts contact-search-hubspot

Fetch search from hubspot

skip: context.calendar_event.attendees is_empty

■ contact_ids pluck

Extract contact_id from each item

◆ recent_deals deal-list-reader-hubspot

Fetch list reader from hubspot

■ open_deals filter

Filter by condition

■ associated_deals filter

Filter by condition

■ sorted_deals sort

Sort by

■ target_deal slice

Take a subset of

■ hashed_transcript hash_replace

Anonymize sensitive fields for safe AI processing

✦ ai_summary ai-summarize

AI generates a concise summary

skip: step.ai_ready equal false

■ restored_summary hash_restore

Restore anonymized fields back to real values

skip: step.ai_ready equal false

■ structured_output pick

Keep only specific fields from

skip: step.ai_ready equal false

■ safe_summary coalesce

Use the first available value from: structured output summary, AI summary not available

■ safe_action_items coalesce

Use the first available value from: structured output action items, No action items found

■ safe_decisions coalesce

Use the first available value from: structured output decisions, No decisions recorded

■ note_body template

Generate text from a template

◆ write_note note-creator-hubspot

Fetch creator from hubspot

skip: step.target_deal is_empty

▼

Output

summary structured_output

table target_deal

Settings 3 configurable

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

enable ai toggle = on

deal lookback days number = 90

require transcript toggle = off