Summarizes recent ticket email threads into ask, attempted, unresolved, and next steps.

How it works 13 steps

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

Data fetch

▼ emails ticket-emails-hubspot

Fetch emails from hubspot

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Process (12 steps)

■ sorted_emails sort

Sort by

■ recent_emails slice

Take a subset of

■ email_thread_text join

Join items with " --- "

■ skip_ai_check any

Check if any of the conditions are true

✦ ai_summary ai-summarize

AI generates a concise summary (PII auto-protected)

skip: step.skip_ai_check equal true

✦ parsed_summary ai-extract

AI extracts structured fields from data

skip: step.skip_ai_check equal true

■ safe_ask coalesce

Use the first available value from: parsed summary ask, Not available

■ safe_attempted coalesce

Use the first available value from: parsed summary attempted, Not available

■ safe_unresolved coalesce

Use the first available value from: parsed summary unresolved, Not available

■ safe_next_step coalesce

Use the first available value from: parsed summary recommended next step, Not available

■ summary_blocks to_summary

Format results as a summary card

■ fallback_message template

Generate text from a template

skip: step.skip_ai_check equal false

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Output

summary summary_blocks

text fallback_message

Settings 3 configurable

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

enable ai toggle = on

max messages number = 20

min messages number = 3