Three-check risk assessment: activity recency, close date validity, and contact engagement status.

How it works 18 steps

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

Data fetch

▼ deal ?

▼ contacts ?

▼

Process (16 steps)

■ days_since_activity date_diff

Calculate days between deal result properties notes last contacted and now

■ days_past_close date_diff

Calculate days between deal result properties closedate and now

■ contacts_list coalesce

Use the first available value from: contacts result results,

■ total_contacts count

Count items in contacts list

■ contacts_with_last_contacted filter

Filter by condition

■ contacts_with_days map

Extract properties.notes_last_contacted from each item

■ recent_contacts filter

Filter by condition

■ recent_contacts_count count

Count items in recent contacts

■ stale_contacts math

Calculate: {{step.total_contacts}} - {{step.recent_contacts_count}}

■ activity_issue any

Check if any of the conditions are true

■ close_date_issue any

Check if any of the conditions are true

■ contacts_issue compare

Check if stale contacts is greater than

■ risk_checklist to_checklist

Format results as an actionable checklist

■ any_issue any

Check if any of the conditions are true

■ ai_condition all

Check if all conditions are true

■ ai_response ?

skip: step.ai_condition equal false

Settings 4 configurable

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

hubspot setting =

enable ai toggle = on

max days since activity number = 7

stale contact window days number = 30