Cross-entity view: deal health, contact engagement, company context, recent activities, and open tickets — all in one sidebar. AI synthesizes the full picture. Activities bind to your HubSpot connection via the canonical engagement.list op.

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