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 canonical engagement.list op.

How it works 18 steps

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

Process (18 steps)

■ deal ?

⚠ guard_deal guard

Stop if deal result properties is empty

■ contacts_list ?

■ contacts map

Extract from each item

■ activities ?

■ contact_count count

Count items in contacts

■ contact_roster map

Extract from each item

■ role_classification ?

skip: step.contact_count equal 0

■ activity_text map

Extract from each item

■ recent_slice slice

Take a subset of

■ sentiment_analysis ?

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

Settings 2 configurable

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

hubspot setting =

stale contact days number = 14