Computes 4-component health score with traffic-light status visualization.

How it works 15 steps

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

Data fetch

▼ company company-reader-hubspot

Fetch reader from hubspot

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Process (14 steps)

⚠ validate_company guard

Stop if company is missing

■ ticket_health math

Calculate: max(0, min(100, 100 - {{step.company.ticket_count_90d}} * 10))

■ nps_health math

Calculate: max(0, min(100, ({{step.company.latest_nps}} + 100) / 2))

■ usage_health math

Calculate: max(0, min(100, {{step.company.usage_trend_pct}} + 50))

■ engagement_health math

Calculate: max(0, min(100, 100 - {{step.company.days_since_positive_engagement}} * 3))

■ overall_health math

Calculate: ({{step.ticket_health}} + {{step.nps_health}} + {{step.usage_health}} + {{step.engagement_health}}) / 4

■ overall_category_index math

Calculate: floor({{step.overall_health}} / 10)

■ overall_status switch

Map overall category index to one of: 4, 5, 6, 7, 8, 9, 10

■ component_status_ticket switch

Map ticket health to one of:

■ component_status_nps switch

Map nps health to one of:

■ component_status_usage switch

Map usage health to one of:

■ component_status_engagement switch

Map engagement health to one of:

■ health_checklist to_checklist

Format results as an actionable checklist

■ overall_summary to_summary

Format results as a summary card

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Output

summary overall_summary

checklist health_checklist

Settings 1 configurable

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

positive engagement sources choice = positive_call_note (positive_call_note, meeting, renewal_signal)