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Meeting Summarizer

by recued-core v1 action

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

How it works

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

enable ai toggle = on
deal lookback days number = 90
require transcript toggle = off

Tags

hubspot calendarmeetingcrmhubspotai

Details

22 steps 3 configurable settings recipe_id: summarize-meeting-crm-hubspot

Install

Install in Recued View publisher Open Kitchen

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