Checks days since last activity on contact/deal/ticket and shows overdue status or missing data.
Hubspot recipes
101 recipes work with Hubspot in Recued — inspect what each one does, what it installs, and what it can access before bringing it in.
101 recipes
Groups open deals by close date month within forecast horizon, displays monthly pipeline table, and generates AI narrative analyzing monthly trends + risk factors.
Forecasts pipeline by month with weighted totals and AI narrative.
Generates executive-ready case studies from closed-won deal notes with PII protection. Activities bind to your HubSpot connection via the canonical engagement.list op.
Generates three tailored cold emails (initial, follow-up, breakup) using account context. Each email ≤150 words with copy buttons.
Generates a personalized icebreaker for a CRM contact using recent web news about their company. Contact reads bind to your HubSpot connection via the canonical contact.read op; web search runs through an enrolled Exa connection's gated recued-core.exa.web.search op.
Generates a professional 4-section meeting agenda when a deal has a meeting scheduled within 48 hours. Activities bind to your HubSpot connection via the canonical engagement.list op.
Generates AI-powered handoff brief when deal ownership changes. Summarizes history, key contacts, highlights, open objections, and next steps with PII protection. Activities bind to your HubSpot connection via the canonical engagement.list op.
Scans a HubSpot deal's logged activities (calls, emails, meetings, notes) for competitor mentions, searches the web for the named competitors' pricing + features, then produces a comparison analysis. Deal + activity reads bind to your HubSpot connection via the canonical deal.read + engagement.list ops; web search runs through an enrolled Exa connection's gated recued-core.exa.web.search op.
Analyzes showing patterns for potential steering violations under FHA (24 CFR §100.70). Computes chi-square steering score across inferred demographic proxies and zip clusters. Buyer names processed transiently by AI per inference requirements; never stored or exposed in output. Examples shown only when potential steering detected.
Weekday pipeline health digest with drift detection. Compares today's weighted pipeline score against yesterday's, flags deals that moved stages or went stale, and surfaces the overall health delta.
Analyzes deal context and recent activity, then generates a personalized follow-up email draft and writes it into HubSpot's email compose form. Activities bind to your HubSpot connection via the canonical engagement.list op.
Extracts contact details from email signatures. Shows extracted values with validation status. Includes actionable update button.
Analyzes HOA documents for rental caps, pet policies, age restrictions, and assessments. Flags critical buyer concerns.
Extracts key lease terms and validates against state landlord-tenant statutes with statutory citations. Reads the most recent NOTE on the deal as the lease document (via the canonical engagement.list op) and extracts the property's state from it.
Extracts policy details from document text and validates against state regulatory requirements with clause-level citations.
Creates a HubSpot deal via the `recued-core.hubspot.deal.create` Tier-P op-step. `deal.create` is WRITE-tier, so the call routes through the gateway's preflight approval: the run pauses (awaiting_approval), surfaces a `notification.ask` ('Approve creating this deal?'), and only after you approve does it POST the deal — emitting a `connection.gateway` audit row. Prerequisite: the HubSpot deals write grant must be in place; write ops are NOT auto-granted at enrollment (read-tier only, Invariant 3), so grant it explicitly first.
Computes days since last email/call/meeting and recent interaction count for contact view.
Tracks contract renewal status with visual alerts for approaching/overdue renewals.
Computes weighted risk subscores for activity, close date, and contacts, with optional AI narrative.
Computes weekly pipeline metrics across all open deals.
Generates price increase email draft with AI (toggle via enable_ai). Includes calculated increase %, configurable value justifications, and restored customer name.
Tracks proposal expiration status with dynamic checklist and summary.
Validates 6 critical contact data points with instant visual feedback.
Tracks contract end date, calculates days until renewal, and displays status checklist with thresholds.
Verifies real estate agency disclosure compliance: signing status, correct state-mandated form, and timing relative to first showing. Cites applicable state statutes.
Validates six critical contact data points for completeness and accuracy.
Instant 5-item validation of critical contact fields on page load.
Validates deal-stage prerequisites and shows advancement readiness.
Validates transaction document retention compliance against state regulations with grace period tracking. Supports CA, NY, TX, FL.
Verifies Residential Lead-Based Paint Hazard Reduction Act compliance for pre-1978 properties. Cites 42 U.S.C. §4852d with penalty details.
Classifies HubSpot accounts into revenue/engagement tiers with grouped table output.
Classifies accounts into revenue/engagement tiers with grouped table output.
Weighted risk score from activity staleness, close date validity, and contact engagement. Configurable weights and AI threshold.
Three-check risk assessment: activity recency, close date validity, and contact engagement status.
Analyzes coverage amount, claim history, and geographic risk factors to determine application risk level and underwriting recommendations.
Calculates no-show probability using confirmation status, contact history, and invite timing. Flags high-risk meetings.
Calculates renewal probability using usage, NPS, tickets, and engagement metrics. Generates AI retention plan when risk is high.
Audits closed deals for compliance gaps, missing documents, and anomalies. Generates AI-powered audit readiness summary.
Evaluates deal close date validity and timeline realism with a traffic-light checklist.
Analyzes win/loss reasons for recently closed deals with AI-powered insights.
Analyzes lease contracts for missing clauses, non-standard terms, and AI-classified risks. Requires contract text in deal's 'contract_text' custom property.
Checks deal.competitors field and uses AI to scan recent notes/emails for new competitor mentions. Activities bind to your HubSpot connection via the canonical engagement.list op.
Analyzes sentiment and extracts objections from recent deal-associated emails. PII-redacted email analysis. Note: PII hashing may not catch all instances in unstructured text bodies. Activities bind to your CRM connection via the canonical engagement.list op (HubSpot engagements).
Analyzes Phase I Environmental Site Assessment documents for commercial property deals. Extracts RECs, flood zones, radon results, and classifies findings per ASTM E1527-21 with CERCLA compliance checks. Activities bind to your HubSpot connection via the canonical engagement.list op.
Reads deal data from HubSpot, sends it to your open Gemini tab for analysis, and displays the response in the sidebar. No API key needed — uses your existing Gemini account.
Compares current deal stage duration against historical averages to flag delays.
Extracts key restrictions from HOA documents (CC&Rs/bylaws) and highlights critical buyer concerns in an actionable checklist. Age restriction warnings require manual buyer eligibility verification (buyer age not available in deal data).