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Daily Pipeline Digest

by recued-core v2 41 views

Use “Daily Pipeline Digest” in Recued. 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 25 steps

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

Data fetch
▼ deals recued-core.hubspot.deal.list
List deal on hubspot
▼
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 core.ai.prompt
AI generates a response from a custom prompt
▼
Output
summary summary
checklist health_checklist
table stale_table
table stage_table
ai_analysis ai_digest
Settings 5 configurable

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

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

Uses (2 operations)

Pack operation List deal on hubspot recued-core.hubspot.deal.list
AI models AI generates a response from a custom prompt core.ai.prompt

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read AI models core.ai.prompt read-only

1 more isn't listed here. You'll see it at install.

Data it touches

SurfacesAI models

About

Tags

hubspot dealpipelinedigestscheduledhubspot

Details

25 steps 5 configurable settings recipe_id: digest-pipeline-daily-hubspot