Use “Refresh deal health score (Salesforce)” in Recued. Reactive AI producer. It uses the connections and settings you choose when you run it.

How it works 11 steps

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

Data fetch

▼ opportunity ?

▼

Process (10 steps)

■ opportunity_summary pick

Keep only specific fields from

■ scoring ?

■ signal_labels pluck

Extract criterion from each item

■ score_int round

Round scoring score to 0 decimal places

■ score_clamped clamp

Clamp score int between 0 and 100

■ confidence_default default

Apply default

■ confidence_clamped clamp

Clamp confidence default between 0 and 1

■ reasoning_default default

Apply default

■ upsert ?

■ card to_summary

Format results as a summary card

Settings 2 configurable

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

salesforce setting =

scoring scale setting = 100