Recommends the single best next sales action using AI analysis of deal stage, activity recency, contacts, and recent notes. PII-protected. Activities bind to your HubSpot connection via the canonical engagement.list op.

How it works 21 steps

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

Process (21 steps)

■ deal ?

⚠ check_deal guard

Stop if deal result properties is empty

■ contacts_list ?

■ contacts_raw map

Extract from each item

■ activities_raw ?

■ activities_flat map

Extract from each item

■ days_since_activity date_diff

Calculate days between deal result properties notes last contacted and now

■ contacts_safe coalesce

Use the first available value from: contacts raw,

■ activities_safe coalesce

Use the first available value from: activities flat,

■ notes_all filter

Filter by condition

■ notes_with_age map

Extract timestamp from each item

■ recent_notes_safe filter

Filter by condition

■ champion_contacts filter

Filter by condition

■ has_champion_contact compare

Check if champion contacts has data

■ context_for_ai pick

Keep only specific fields from

■ classification ?

skip: config.enable_ai equal false

■ rationale_raw ?

skip: config.enable_ai equal false

■ action_fallback coalesce

Use the first available value from: classification category, AI disabled

■ rationale_fallback coalesce

Use the first available value from: rationale raw, Enable AI in recipe settings to generate recommendation.

■ confidence_fallback coalesce

Use the first available value from: classification confidence, 0

■ summary_card to_summary

Format results as a summary card

Settings 3 configurable

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

hubspot setting =

enable ai toggle = on

note window days number = 30