Follow-up Status Checker

by recued-core v1 context

Checks days since last activity and flags overdue follow-ups on CRM records.

Data fetch

▼ entity deal-reader-hubspot

Fetch reader from hubspot

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Process (4 steps)

■ days_since date_diff

Calculate days between entity last activity date and now

■ is_overdue compare

Check if days since is greater than setting reminder threshold days

■ status_label switch

Map is overdue to one of: true

■ checklist to_checklist

Format results as an actionable checklist

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Output

checklist checklist

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

reminder threshold days number = 14

5 steps 1 configurable settings recipe_id: check-follow-up-status-hubspot

If the webclient is not paired yet, copy check-follow-up-status-hubspot and paste it after pairing.