Deal 360° Intelligence
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
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
Configurable at install. Defaults shown — change them anytime in Recued.
hubspot
setting
=
activity limit
number
=
10
stale contact days
number
=
14