Daily Pipeline Digest
Weekday pipeline health digest with drift detection. Compares today's weighted pipeline score against yesterday's, flags deals that moved stages or went stale, and surfaces the overall health delta.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Data fetch
deals
?
▼
Process (24 steps)
guard_deals
guard
Stop if deals result results is empty
open_deals
filter
Filter by condition
above_min
filter
Filter by condition
deal_count
count
Count items in above min
pipeline_total
sum
Sum values in
with_staleness
map
Extract properties.notes_last_contacted from each item
stale_deals
filter
Filter by condition
stale_count
count
Count items in stale deals
by_stage
group_by
Group by properties.dealstage
pipeline_score
weighted_score
Weighted score from: deal count (20%), pipeline total (50%), stale count (-30%)
prev_total
coalesce
Use the first available value from: recipe pipeline total, 0
prev_count
coalesce
Use the first available value from: recipe deal count, 0
prev_stale
coalesce
Use the first available value from: recipe stale count, 0
prev_score
coalesce
Use the first available value from: recipe pipeline score, 0
delta_total
math
Calculate: {{step.pipeline_total}} - {{step.prev_total}}
delta_count
math
Calculate: {{step.deal_count}} - {{step.prev_count}}
delta_stale
math
Calculate: {{step.stale_count}} - {{step.prev_stale}}
delta_score
math
Calculate: {{step.pipeline_score}} - {{step.prev_score}}
health_checklist
to_checklist
Format results as an actionable checklist
summary
to_summary
Format results as a summary card
stale_table
to_table
Format results as a data table
stage_table
to_table
Format results as a data table
ai_context
pick
Keep only specific fields from
ai_digest
?
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
hubspot
setting
=
stale days
number
=
7
min deal amount
number
=
0
stage weight contract
number
=
0.7
stage weight decision
number
=
0.9
stage weight qualified
number
=
0.3
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.