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Deal 360° Intelligence

by recued-core v2 14 views

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 ?
guard_deal guard
Stop if deal result properties is empty
contacts_list ?
contacts map
Extract from each item
activities ?
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 ?
Settings 3 configurable

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

hubspot setting =
activity limit number = 10
stale contact days number = 14

About

Tags

hubspot dealcontactcompanyactivityticketintelligencehubspot

Details

21 steps 3 configurable settings recipe_id: intelligence-deal-360-hubspot