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Notify meeting follow-up overdue (D-139)

by recued-core v1

Vendor-agnostic Layer-2 visible alert per spec § P6.A. Subscribes to bus events from BOTH connection.api.hubspot.deal AND connection.api.salesforce.opportunity updates; for each fired record reads the cross-vendor `meeting_to_followup_lag` enrichment via `enrichment-list` with dynamic `{{context.event.payload.platform}}` scope. Dispatches a notification when the meeting → next outbound rep touch lag falls into the `'long'` (≥ 72h / 3d) or `'slipping'` (> 7d) bucket per the value_schema bucket enum (`fast` ≤ 24h / `normal` ≤ 72h / `long` ≤ 7d / `slipping` > 7d / `none` no-followup-yet). The substrate-side housekeeping engagement-aggregates code (D-139 P4 — `backend/server/src/housekeeping/engagement-aggregates/meeting-to-followup-lag.ts`) is the canonical compute path with the full Pass-4 evidence-quality fold (completed-meeting source + outbound rep authorship + lifecycle filter for follow-up evidence states + dedupe_acceptance: 'exact_only').

How it works 8 steps

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

Data fetch
lag_rows ?
Process (7 steps)
bucket default
Apply default
lag_ms default
Apply default
deal_name default
Apply default
is_overdue compare
Check if bucket is one of long,slipping
should_skip compare
Check if is overdue does not equal true
notify ?
skip: step.should_skip equal true
card to_summary
Format results as a summary card
Settings 1 configurable

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

channels setting = in_app

Trust & control

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

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

Send notificationsRead your HubSpot connectionRead your Salesforce connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

Data it touches

Warehousedata.connectiondata.enrichment

About

Tags

crmhubspotsalesforcedealengagementfollowupalertreactivecross_vendor

Details

8 steps 1 configurable settings recipe_id: notify-meeting-followup-overdue