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Deal Risk Assessor

by recued-core v3 action 1 installs

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

How it works

Data fetch
▼ deal deal-reader-hubspot
Fetch reader from hubspot
▼ contacts deal-contacts-hubspot
Fetch contacts from hubspot
▼
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
▼
Output
summary risk_summary
checklist risk_checklist
ai_analysis ai_assessment

Settings (8)

Configurable at install. Defaults shown — change anytime in the extension.

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

Tags

hubspot dealriskhubspotai

Details

25 steps 8 configurable settings recipe_id: assess-deal-risk-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy assess-deal-risk-hubspot and paste it after pairing.