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Deal Risk Scorer

by recued-core v2 47 views

Use “Deal Risk Scorer” in Recued. 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 recued-core.hubspot.deal.read
Read deal on hubspot
▼ contacts recued-core.hubspot.deal_contacts.list
List deal contacts on hubspot
▼
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 core.ai.prompt
AI generates a response from a custom prompt
skip: step.ai_ready equal false
▼
Output
checklist risk_checklist
summary risk_summary
ai_analysis ai_analysis
Settings 5 configurable

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

enable ai toggle = on
ai threshold number = 50
close weight number = 30
activity weight number = 40
contacts weight number = 30

Uses (3 operations)

Pack operation Read deal on hubspot recued-core.hubspot.deal.read
Pack operation List deal contacts on hubspot recued-core.hubspot.deal_contacts.list
AI models AI generates a response from a custom prompt core.ai.prompt

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

What it's allowed to do

Read AI models core.ai.prompt read-only

2 more aren't listed here. You'll see them at install.

Data it touches

SurfacesAI models

About

Tags

hubspot dealriskhubspotsales

Details

18 steps 5 configurable settings recipe_id: score-deal-risk-hubspot