Deal Health Scorer
Computes weighted health subscores and provides AI-driven recommendations when health drops below threshold.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Data fetch
deal
deal-reader-hubspot
Fetch reader from hubspot
contacts
deal-contacts-hubspot
Fetch contacts from hubspot
stage_deals
deal-list-reader-hubspot
Fetch list reader from hubspot
▼
Process (30 steps)
guard
guard
Stop if deal is missing
days_since_activity
date_diff
Calculate days between deal last activity date and now
activity_penalty
math
Calculate days since activity times 5
activity_score
math
Calculate 100 minus activity penalty
contact_count
count
Count items in contacts
contact_score
math
Calculate contact count times 25
stage_deals_filtered
filter
Filter by condition
stage_avg
reduce
Reduce with avg
stage_deviation_raw
math
Calculate deal amount minus stage avg
stage_deviation_pct
math
Calculate stage deviation raw divided by stage avg
stage_deviation_abs
math
Calculate stage deviation pct times 100
stage_score
math
Calculate 100 minus stage deviation abs
close_date_past
is_past
Check if is in the past
close_date_score
switch
Map close date past to one of: true
competitor_score
switch
Map deal custom fields new competitors 30d to one of: true
w_activity
math
Calculate activity score times 0.3
w_contact
math
Calculate contact score times 0.25
w_stage
math
Calculate stage score times 0.2
w_close
math
Calculate close date score times 0.15
w_competitor
math
Calculate competitor score times 0.1
health_1
math
Calculate w activity plus w contact
health_2
math
Calculate health 1 plus w stage
health_3
math
Calculate health 2 plus w close
health_score
math
Calculate health 3 plus w competitor
checklist
to_checklist
Format results as an actionable checklist
summary
to_summary
Format results as a summary card
ai_ready
all
Check if all conditions are true
hashed_deal
hash_replace
Anonymize sensitive fields for safe AI processing
ai_analysis
ai-prompt
AI generates a response from a custom prompt
skip: step.ai_ready equal false
restored_deal
hash_restore
Restore anonymized fields back to real values
▼
Output
summary
summary
checklist
checklist
ai_analysis
restored_deal
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
enable ai
toggle
=
on
ai threshold
number
=
60
Uses (4 ingredients)
Ingredient
deal-reader-hubspot
deal-reader-hubspot
Ingredient
deal-contacts-hubspot
deal-contacts-hubspot
Ingredient
deal-list-reader-hubspot
deal-list-reader-hubspot
Legacy
AI Custom Prompt
ai-prompt
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.
What it's allowed to do
Read
Legacy
AI Custom Prompt
read-only
3 more aren't listed here. You'll see them at install.