Three-check risk assessment for deal health. AI analysis runs when enabled and risks are detected.

How it works 16 steps

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

Data fetch

▼ deal ?

▼ contacts ?

▼

Process (14 steps)

■ days_since_activity date_diff

Calculate days between deal result properties notes last contacted and now

skip: step.deal.result.properties.notes_last_contacted is_null

■ days_past_close date_diff

Calculate days between deal result properties closedate and now

skip: step.deal.result.properties.closedate is_null

■ days_until_close math

Calculate: abs({{step.days_past_close}})

skip: step.days_past_close is_null

■ contacts_with_days map

Extract properties.notes_last_contacted from each item

skip: step.contacts.result.results is_empty

■ stale_contacts filter

Filter by condition

skip: step.contacts.result.results is_empty

■ stale_contacts_count count

Count items in stale contacts

skip: step.contacts.result.results is_empty

■ activity_issue any

Check if any of the conditions are true

■ close_date_issue any

Check if any of the conditions are true

■ contacts_issue compare

Check if stale contacts count is greater than 0

skip: step.contacts.result.results is_empty

■ risk_score math

Calculate: ({{step.activity_issue}} ? 1 : 0) + ({{step.close_date_issue}} ? 1 : 0) + ({{step.contacts_issue}} ? 1 : 0)

■ ai_ready all

Check if all conditions are true

■ risk_checklist to_checklist

Format results as an actionable checklist

■ ai_context pick

Keep only specific fields from

skip: step.ai_ready equal false

■ ai_analysis ?

skip: step.ai_ready equal false

Settings 4 configurable

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

hubspot setting =

enable ai toggle = on

max days since activity number = 7

stale contact window days number = 30