Use “Deal Risk Snapshot” in Recued. 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 recued-core.hubspot.deal.read

Read deal on hubspot

▼ contacts recued-core.hubspot.deal_contacts.list

List deal contacts on hubspot

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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 core.ai.prompt

AI generates a response from a custom prompt

skip: step.ai_condition equal false

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Output

checklist risk_checklist

ai_analysis ai_response

Settings 3 configurable

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

enable ai toggle = on

max days since activity number = 7

stale contact window days number = 30