Use “Closed Deal Reason Analyzer” in Recued. 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 recued-core.hubspot.deal.list

List deal on hubspot

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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 core.ai.prompt

AI generates a response from a custom prompt

skip: step.run_ai equal false

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Output

table win_table

table lost_table

ai_analysis ai_narrative

Settings 2 configurable

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

enable ai toggle = on

analysis window days number = 90