Analyzes win/loss reasons for recently closed deals with AI-powered insights.

How it works 15 steps

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

Data fetch

▼ deals ?

▼

Process (14 steps)

■ won_deals filter

Filter by condition

■ lost_deals filter

Filter by condition

■ won_grouped group_by

Group by properties.closed_won_reason

■ lost_grouped group_by

Group by properties.closed_lost_reason

■ won_sorted sort

Sort by

■ lost_sorted sort

Sort by

■ win_table to_table

Format results as a data table

■ lost_table to_table

Format results as a data table

■ top3_wins slice

Take a subset of

■ top3_losses slice

Take a subset of

■ ai_enabled compare

Check if setting enable ai equals

■ has_closed_deals any

Check if any of the conditions are true

■ run_ai all

Check if all conditions are true

■ ai_narrative ?

skip: step.run_ai equal false

Settings 3 configurable

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

hubspot setting =

enable ai toggle = on

analysis window days number = 90