Messaging, documents, and calendar work

Generate contextual notes and summaries

Generate a labeled operational summary and optionally create a CRM note.

Available recipeIncludes configuration, sample data and tests

Make it your own

Review the setup and limits below, then open an editable copy in Turbyn.

Use this recipe

Your selection stays with you through signup.

What it does

Current values are distinguished from explicit previous/current comparisons.

What to customize

Configure included fields and labels.

Run the included tests with your configuration and mappings. Review success, missing-input and failure results before publishing.

Expected outcome

This included example runs in dry-run mode with synthetic data. Integration tests separately cover provider responses using test doubles. It is not a live customer result.

Sample input

sample-input.json

{
  "inputFields": {
    "field1": "{\"recordId\":\"d1\",\"fields\":{\"status\":\"paid\",\"amount\":\"100\"}}"
  }
}

Sample output

sample-output.json

{
  "outputFields": {
    "output1": "planned",
    "output2": "dry_run",
    "output3": "Operational summary\nStatus: paid\nAmount: 100"
  }
}

Returned fields

output1: created, generated, empty, or error
output2: current or comparison
output3: rendered summary

What changes when it runs

Formats selected values and creates an associated HubSpot note outside preview.

Ready to try it with your rules?

Map your inputs, test a sample and publish the version you’ve checked.

Use this recipe