Follow-up Reminder
Use “Follow-up Reminder” in Recued. Checks days since last activity on contact/deal/ticket and shows overdue status or missing data.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Data fetch
contact
recued-core.hubspot.contact.read
Read contact on hubspot
deal
recued-core.hubspot.deal.read
Read deal on hubspot
ticket
recued-core.hubspot.ticket.read
Read ticket on hubspot
▼
Process (3 steps)
last_touch_timestamp
coalesce
Use the first available value from: contact result properties notes last contacted, deal result properties notes last contacted, ticket result properties hs lastmodifieddate
days_since_touch
date_diff
Calculate days between last touch timestamp and now
skip: step.last_touch_timestamp is_null
followup_checklist
to_checklist
Format results as an actionable checklist
▼
Output
checklist
followup_checklist
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
reminder threshold days
number
=
14
Uses (3 operations)
Pack operation
Read contact on hubspot
recued-core.hubspot.contact.read
Pack operation
Read deal on hubspot
recued-core.hubspot.deal.read
Pack operation
Read ticket on hubspot
recued-core.hubspot.ticket.read