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Notify meeting follow-up overdue (D-139)

by recued-core v1 11 views

Use “Notify meeting follow-up overdue” in Recued. It helps you complete this workflow using the connections and settings you choose.

How it works 6 steps

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

Data fetch
lag_rows ?
Process (5 steps)
defaults defaults
Apply defaults
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.

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

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