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Follow-up Reminder

by recued-core v2 42 views

Use “Follow-up Reminder” 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.

Data fetch
▼ contact recued-core.hubspot.contact.read
Read contact on hubspot
▼
Process (6 steps)
■ days_since_last_contact date_diff
Calculate days between contact result properties notes last contacted and now
skip: step.contact.result.properties.notes_last_contacted 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

Uses (1 operation)

Pack operation Read contact on hubspot recued-core.hubspot.contact.read

About

Tags

hubspot contactfollowupreminderhubspot

Details

7 steps 1 configurable settings recipe_id: followup-check-contact-hubspot