Computes activity, close date, and contact risk subscores (0-100) with weighted total risk. Generates AI narrative for high-risk deals.

How it works 18 steps

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

Data fetch

▼ deal ?

▼ contacts ?

▼

Process (16 steps)

⚠ guard_deal guard

Stop if deal result properties is empty

■ days_since_activity date_diff

Calculate days between deal result properties notes last contacted and now

■ activity_risk math

Calculate: min(100, {{step.days_since_activity}} * 5)

■ is_overdue is_past

Check if is in the past

■ days_until_close date_diff

Calculate days between now and deal result properties closedate

■ base_close_risk math

Calculate: max(0, (30 - {{step.days_until_close}}) * 3)

■ close_date_risk switch

Map is overdue to one of: true

■ contacts_with_days map

Extract properties.notes_last_contacted from each item

■ stale_contacts filter

Filter by condition

■ stale_count count

Count items in stale contacts

■ contact_risk math

Calculate: min(100, {{step.stale_count}} * 25)

■ total_risk weighted_score

Weighted score from: activity risk (NaN%), close date risk (NaN%), contact risk (NaN%)

■ risk_checklist to_checklist

Format results as an actionable checklist

■ risk_summary to_summary

Format results as a summary card

■ ai_ready all

Check if all conditions are true

■ ai_analysis ?

skip: step.ai_ready equal false

Settings 6 configurable

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

hubspot setting =

enable ai toggle = on

ai threshold number = 50

close weight number = 30

activity weight number = 40

contacts weight number = 30