Use “Follow-up Reminder (any CRM)” in Recued. Checks if contact follow-up is overdue based on last activity date.

How it works 7 steps

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

Process (7 steps)

◆ contact core.crm.contact.read

Read crm contact

■ days_since_last_contact date_diff

Calculate days between contact recent activity at and now

skip: step.contact.recent_activity_at is_null

■ followup_overdue_flag any

Check if any of the conditions are true

■ checklist_label switch

Map followup overdue flag to one of: true, false

■ formatted_contact_gap template

Generate text from a template

skip: step.days_since_last_contact is_null

■ contact_gap_display coalesce

Use the first available value from: formatted contact gap, never contacted

■ followup_status_checklist to_checklist

Format results as an actionable checklist

▼

Output

checklist followup_status_checklist

Settings 1 configurable

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

reminder threshold days number = 14