Weighted risk score from activity staleness, close date validity, and contact engagement. Configurable weights and AI threshold.

How it works 24 steps

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

Data fetch

▼ deal ?

▼ contacts ?

▼

Process (22 steps)

⚠ guard_deal guard

Stop if deal result properties is empty

■ base_activity_date coalesce

Use the first available value from: deal result properties notes last contacted, deal result properties createdate

■ days_since_activity date_diff

Calculate days between base activity date and now

■ activity_score math

Calculate: min({{step.days_since_activity}} / {{config.activity_max_days}} * 100, 100)

■ close_date_is_null compare

Check if deal result properties closedate is missing

■ close_date_is_past is_past

Check if is in the past

skip: step.close_date_is_null equal true

■ close_date_invalid any

Check if any of the conditions are true

■ days_until_close date_diff

Calculate days between now and deal result properties closedate

skip: step.close_date_invalid equal true

■ close_date_score math

Calculate: min({{step.days_until_close}} / {{config.close_date_max_days}} * 100, 100)

skip: step.close_date_invalid equal true

■ close_score coalesce

Use the first available value from: close date score, 100

■ total_contacts count

Count items in contacts result results

■ contacts_with_activity filter

Filter by condition

■ contacts_no_activity math

Calculate: {{step.total_contacts}} - {{step.contacts_with_activity.length}}

■ contacts_with_days map

Extract properties.notes_last_contacted from each item

■ stale_active_contacts filter

Filter by condition

■ total_stale math

Calculate: {{step.contacts_no_activity}} + {{step.stale_active_contacts.length}}

■ contact_score_raw math

Calculate: min({{step.total_stale}} / {{step.total_contacts}} * 100, 100)

skip: step.total_contacts equal 0

■ contact_score coalesce

Use the first available value from: contact score raw, 100

■ overall_risk weighted_score

Weighted score from: activity score (NaN%), close score (NaN%), contact score (NaN%)

■ risk_checklist to_checklist

Format results as an actionable checklist

■ risk_summary to_summary

Format results as a summary card

■ ai_assessment ?

Settings 7 configurable

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

hubspot setting =

contact weight number = 0.25

activity weight number = 0.4

activity max days number = 90

close date weight number = 0.35

close date max days number = 180

contact engagement days number = 30