Computes engagement score (0-100) using email/meeting activity and recency. Shows health checklist.

How it works 11 steps

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

Data fetch

▼ contact ?

▼ activities ?

▼

Process (9 steps)

■ emails filter

Filter by condition

■ email_count count

Count items in emails

■ meetings filter

Filter by condition

■ meeting_count count

Count items in meetings

■ safe_last_contacted coalesce

Use the first available value from: contact result properties notes last contacted, 1970-01-01

■ days_since_last_touch date_diff

Calculate days between safe last contacted and now

■ score math

Calculate: max(0, min(100, ({{step.email_count}} * 10) + ({{step.meeting_count}} * 20) + ((30 - {{step.days_since_last_touch}}) * 2)))

■ metrics to_summary

Format results as a summary card

■ checklist to_checklist

Format results as an actionable checklist

Settings 5 configurable

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

hubspot setting =

min emails 30d number = 2

min meetings 30d number = 1

engagement threshold number = 50

max days since touch number = 14