Cross-vendor reactive alert. Subscribes via the canonical `on: deal.changed` sugar, which fans to every installed CRM vendor carrying the `deal` crm_alias (HubSpot deal + Salesforce opportunity today, any future vendor automatically) — one recipe covers all CRMs. For each fired record reads the cross-vendor `deal_health_score` enrichment via the `core.data.enrichment.list` op with vendor-agnostic dynamic scope (`{{context.event.payload.platform}}`). Dispatches a notification when the close date (read from the row's `meta.key_dates.close_date` snapshot) is within a configurable window AND the AI health score is below a configurable floor. Pairs with the Layer-1 `deal-health-score-*` producers from each vendor pack — at least one vendor-specific pack must be installed for the producer recipes to populate the topic. Shares `variant_group: notify-deal-closing-soon` with the per-vendor variants and carries `variant_kind: 'cross_vendor'` discriminator.

How it works 14 steps

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

Data fetch

▼ health_rows ?

▼

Process (13 steps)

■ score default

Apply default

■ close_date default

Apply default

■ is_closed_meta default

Apply default

■ deal_name default

Apply default

■ vendor_label default

Apply default

■ days_to_close date_diff

Calculate days between event payload at and close date

■ is_within_window compare

Check if days to close is at most setting close window days

■ is_in_future compare

Check if days to close is at least 0

■ is_unhealthy compare

Check if score is less than setting health floor

■ is_open compare

Check if is closed meta equals open

■ should_alert all

Check if all conditions are true

■ notify ?

skip: step.should_alert equal false

■ card to_summary

Format results as a summary card

Settings 3 configurable

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

channels setting = in_app

health floor setting = 60

close window days setting = 7