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Contact Engagement Scorer

by recued-core v1 context

Calculates engagement score using email/meeting frequency and recency. Shows score summary and health checklist.

How it works

Data fetch
▼ contact contact-reader-hubspot
Fetch reader from hubspot
▼ activities contact-activities-hubspot
Fetch activities from hubspot
▼
Process (34 steps)
■ contact_missing compare
Check if contact is missing
■ error_summary to_summary
Format results as a summary card
skip: step.contact_missing equal false
■ emails filter
Filter by condition
skip: step.contact_missing equal true
■ meetings filter
Filter by condition
skip: step.contact_missing equal true
■ email_count count
Count items in emails
skip: step.contact_missing equal true
■ meeting_count count
Count items in meetings
skip: step.contact_missing equal true
■ sorted_activities sort
Sort by
skip: step.contact_missing equal true
■ last_touch_timestamp coalesce
Use the first available value from: sorted activities 0 timestamp, contact last email date,
skip: step.contact_missing equal true
■ skip_days_since_raw any
Check if any of the conditions are true
■ days_since_raw date_diff
Calculate days between last touch timestamp and now
skip: step.skip_days_since_raw equal true
■ days_since coalesce
Use the first available value from: days since raw, 999
skip: step.contact_missing equal true
■ email_active_bool compare
Check if email count is greater than
skip: step.contact_missing equal true
■ email_active_num switch
Map email active bool to one of: true, false
skip: step.contact_missing equal true
■ meeting_active_bool compare
Check if meeting count is greater than
skip: step.contact_missing equal true
■ meeting_active_num switch
Map meeting active bool to one of: true, false
skip: step.contact_missing equal true
■ is_recent_bool compare
Check if days since is at most
skip: step.contact_missing equal true
■ is_recent_num switch
Map is recent bool to one of: true, false
skip: step.contact_missing equal true
■ email_contribution math
Calculate email active num times setting email points
skip: step.contact_missing equal true
■ meeting_contribution math
Calculate meeting active num times setting meeting points
skip: step.contact_missing equal true
■ recency_contribution math
Calculate is recent num times setting recency points
skip: step.contact_missing equal true
■ deterministic_raw math
Calculate email contribution plus meeting contribution
skip: step.contact_missing equal true
■ deterministic_score math
Calculate deterministic raw plus recency contribution
skip: step.contact_missing equal true
■ days_since_display switch
Map days since to one of: 999
skip: step.contact_missing equal true
■ score_context pick
Keep only specific fields from
skip: step.contact_missing equal true
■ should_score all
Check if all conditions are true
skip: step.contact_missing equal true
■ skip_ai any
Check if any of the conditions are true
■ hashed_context hash_replace
Anonymize sensitive fields for safe AI processing
skip: step.skip_ai equal true
✦ ai_raw ai-score
AI scores data against defined criteria
skip: step.skip_ai equal true
■ ai_score hash_restore
Restore anonymized fields back to real values
skip: step.skip_ai equal true
■ final_score coalesce
Use the first available value from: ai score score, deterministic score
skip: step.contact_missing equal true
■ ai_used_bool compare
Check if ai score exists
skip: step.contact_missing equal true
■ score_label_text switch
Map ai used bool to one of: true, false
skip: step.contact_missing equal true
■ metrics to_summary
Format results as a summary card
skip: step.contact_missing equal true
■ health to_checklist
Format results as an actionable checklist
skip: step.contact_missing equal true
▼
Output
summary error_summary
summary metrics
checklist health

Settings (6)

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

email points number = 33
lookback days number = 30
meeting points number = 33
recency points number = 34
enable ai scoring toggle = on
stale threshold days number = 7

Tags

hubspot salesengagementcontact

Details

36 steps 6 configurable settings recipe_id: calculate-engagement-score-contact-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy calculate-engagement-score-contact-hubspot and paste it after pairing.