Deal Risk Scorer
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
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
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.