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Renewal Risk Assessor

by recued-core v1 action

Calculates renewal probability using usage, NPS, tickets, and engagement metrics. Generates AI retention plan when risk is high.

How it works

Data fetch
▼ company company-reader-hubspot
Fetch reader from hubspot
▼
Process (22 steps)
⚠ guard_missing_contract_date guard
Stop if company contract end date is missing
■ days_until_contract_end date_diff
Calculate days between now and company contract end date
■ contract_in_range all
Check if all conditions are true
⚠ guard_contract_window guard
Stop if contract in range equals
■ has_usage_data compare
Check if company product usage trend 90d exists
■ usage_score_computed math
Calculate: min(100, max(0, ({{step.company.product_usage_trend_90d}} + 20) / 40 * 100))
skip: step.has_usage_data equal false
■ usage_score coalesce
Use the first available value from: usage score computed, setting scoring fallback value
■ has_nps_data compare
Check if company latest nps score exists
■ nps_score_computed math
Calculate: min(100, max(0, {{step.company.latest_nps_score}} * 10))
skip: step.has_nps_data equal false
■ nps_score coalesce
Use the first available value from: nps score computed, setting scoring fallback value
■ has_ticket_data compare
Check if company support ticket count 90d exists
■ ticket_score_computed math
Calculate: 100 - (min({{step.company.support_ticket_count_90d}}, 10) / 10 * 100)
skip: step.has_ticket_data equal false
■ ticket_score coalesce
Use the first available value from: ticket score computed, setting scoring fallback value
■ has_engagement_data compare
Check if company days since last positive engagement exists
■ engagement_score_computed math
Calculate: 100 - (min({{step.company.days_since_last_positive_engagement}}, 90) / 90 * 100)
skip: step.has_engagement_data equal false
■ engagement_score coalesce
Use the first available value from: engagement score computed, setting scoring fallback value
■ renewal_probability weighted_score
Weighted score from: usage score (35%), nps score (25%), ticket score (20%), engagement score (20%)
■ renewal_summary to_summary
Format results as a summary card
■ risk_checklist to_checklist
Format results as an actionable checklist
■ should_run_ai all
Check if all conditions are true
■ ai_context pick
Keep only specific fields from
skip: step.should_run_ai equal false
✦ ai_analysis ai-prompt
AI generates a response from a custom prompt
skip: step.should_run_ai equal false
▼
Output
summary renewal_summary
checklist risk_checklist
ai_analysis ai_analysis

Settings (3)

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

enable ai toggle = on
ai threshold number = 70
scoring fallback value number = 50

Tags

hubspot renewalchurnaccount-healthhubspotretention

Details

23 steps 3 configurable settings recipe_id: assess-renewal-risk-hubspot

Install

Install in Recued View publisher Open Kitchen

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