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Ticket Email Summarizer

by recued-core v1 action

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

How it works

Data fetch
▼ emails ticket-emails-hubspot
Fetch emails from hubspot
▼
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
▼
Output
summary summary_blocks
text fallback_message

Settings (3)

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

enable ai toggle = on
max messages number = 20
min messages number = 3

Tags

hubspot supportticketai-summarizehubspot

Details

13 steps 3 configurable settings recipe_id: summarize-ticket-email-thread-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy summarize-ticket-email-thread-hubspot and paste it after pairing.