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Deal Stakeholder Map

by recued-core v3 42 views

Use “Deal Stakeholder Map” in Recued. Classifies each contact's buyer role (champion, blocker, evaluator, decision-maker), analyzes activity sentiment, and flags engagement risks. Activities bind to your HubSpot connection via the standard service operation.

How it works 18 steps

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

Process (18 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
■ contact_count count
Count items in contacts
■ contact_roster map
Extract from each item
✦ role_classification core.ai.classify
AI classifies data into one of the given categories
skip: step.contact_count equal 0
■ activity_text map
Extract from each item
■ recent_slice slice
Take a subset of
✦ sentiment_analysis core.ai.sentiment
AI analyzes sentiment and signals
skip: step.recent_slice is_empty
■ contacts_with_days map
Extract last_contacted from each item
■ stale_contacts filter
Filter by condition
■ stale_count count
Count items in stale contacts
■ engagement_checklist to_checklist
Format results as an actionable checklist
■ contact_table to_table
Format results as a data table
■ role_table to_table
Format results as a data table
■ deal_summary to_summary
Format results as a summary card
▼
Output
summary deal_summary
checklist engagement_checklist
table contact_table
table role_table
Settings 1 configurable

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

stale contact days number = 14

Uses (5 operations)

Pack operation Read deal on hubspot recued-core.hubspot.deal.read
Pack operation List deal contacts on hubspot recued-core.hubspot.deal_contacts.list
Pack operation List engagement on hubspot recued-core.hubspot.engagement.list
AI models AI classifies data into one of the given categories core.ai.classify
AI models AI analyzes sentiment and signals core.ai.sentiment

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read AI models core.ai.classify read-only
Read AI models core.ai.sentiment read-only

3 more aren't listed here. You'll see them at install.

Data it touches

SurfacesAI models

About

Tags

hubspot dealcontactstakeholdersentimentaihubspot

Details

18 steps 1 configurable settings recipe_id: map-stakeholders-deal-hubspot