Use “Deal 360° Intelligence” in Recued. Cross-entity view: deal health, contact engagement, company context, recent activities, and open tickets — all in one results panel. AI synthesizes the full picture.

How it works 21 steps

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

Process (21 steps)

◆ deal recued-core.hubspot.deal.read

Read deal on hubspot

⚠ guard_deal guard

Stop if deal result properties is empty

◆ contacts_list recued-core.hubspot.deal_contacts.list

List deal contacts on hubspot

■ contacts map

Extract from each item

◆ activities recued-core.hubspot.engagement.list

List engagement on hubspot

■ activities_flat map

Extract from each item

■ days_inactive date_diff

Calculate days between deal result properties notes last contacted and now

skip: step.deal.result.properties.notes_last_contacted is_null

■ close_overdue is_past

Check if is in the past

skip: step.deal.result.properties.closedate is_null

■ total_contacts count

Count items in contacts

■ contacts_with_days map

Extract last_contacted from each item

■ stale_contacts filter

Filter by condition

■ stale_count count

Count items in stale contacts

■ recent_activities slice

Take a subset of

■ activity_types pluck

Extract type from each item

■ calls_count count

Count items in activity types

skip: step.activity_types is_empty

■ deal_summary to_summary

Format results as a summary card

■ health_checklist to_checklist

Format results as an actionable checklist

■ contact_table to_table

Format results as a data table

■ activity_table to_table

Format results as a data table

■ ai_context pick

Keep only specific fields from

✦ ai_synthesis core.ai.prompt

AI generates a response from a custom prompt (PII auto-protected)

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Output

summary deal_summary

checklist health_checklist

table contact_table

table activity_table

ai_analysis ai_synthesis

Settings 2 configurable

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

activity limit number = 10

stale contact days number = 14