Recued
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Follow-up Status Checker

by recued-core v1 16 views

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

How it works 5 steps

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

Data fetch
entity deal-reader-hubspot
Fetch reader from hubspot
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
Output
checklist checklist
Settings 1 configurable

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

reminder threshold days number = 14

Uses (1 ingredient)

Ingredient deal-reader-hubspot deal-reader-hubspot

About

Tags

hubspot follow-upcrmactivity

Details

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