Weighted risk score from activity staleness, close date validity, and contact engagement. Configurable weights and AI threshold.

How it works 25 steps

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

Data fetch

▼ deal deal-reader-hubspot

Fetch reader from hubspot

▼ contacts deal-contacts-hubspot

Fetch contacts from hubspot

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Process (23 steps)

⚠ guard_deal guard

Stop if deal is empty

■ base_activity_date coalesce

Use the first available value from: deal last activity date, deal created at

■ days_since_activity date_diff

Calculate days between base activity date and now

■ activity_score math

Calculate: min({{step.days_since_activity}} / {{config.activity_max_days}} * 100, 100)

■ close_date_is_null compare

Check if deal close date is missing

■ close_date_is_past is_past

Check if is in the past

skip: step.close_date_is_null equal true

■ close_date_invalid any

Check if any of the conditions are true

■ days_until_close date_diff

Calculate days between now and deal close date

skip: step.close_date_invalid equal true

■ close_date_score math

Calculate: min({{step.days_until_close}} / {{config.close_date_max_days}} * 100, 100)

skip: step.close_date_invalid equal true

■ close_score coalesce

Use the first available value from: close date score, 100

■ total_contacts count

Count items in contacts

■ contacts_with_activity filter

Filter by condition

■ contacts_no_activity math

Calculate: {{step.total_contacts}} - {{step.contacts_with_activity.length}}

■ contacts_with_days map

Extract last_contacted from each item

■ stale_active_contacts filter

Filter by condition

■ total_stale math

Calculate: {{step.contacts_no_activity}} + {{step.stale_active_contacts.length}}

■ contact_score_raw math

Calculate: min({{step.total_stale}} / {{step.total_contacts}} * 100, 100)

skip: step.total_contacts equal 0

■ contact_score coalesce

Use the first available value from: contact score raw, 100

■ overall_risk weighted_score

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

■ ai_ready all

Check if all conditions are true

■ risk_checklist to_checklist

Format results as an actionable checklist

■ risk_summary to_summary

Format results as a summary card

✦ ai_assessment ai-prompt

AI generates a response from a custom prompt (PII auto-protected)

skip: step.ai_ready equal false

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Output

summary risk_summary

checklist risk_checklist

ai_analysis ai_assessment

Settings 8 configurable

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

enable ai toggle = on

ai threshold number = 50

contact weight number = 0.25

activity weight number = 0.4

activity max days number = 90

close date weight number = 0.35

close date max days number = 180

contact engagement days number = 30