Computes weighted risk subscores for activity, close date, and contacts, with optional AI narrative.

How it works 16 steps

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

▼

Process (14 steps)

⚠ guard_deal guard

Stop if deal is empty

■ days_since_activity date_diff

Calculate days between deal last activity date and now

■ activity_risk math

Calculate: min(100, {{step.days_since_activity}} * 5)

■ days_until_close date_diff

Calculate days between now and deal close date

skip: step.deal.close_date is_null

■ close_date_risk math

Calculate: min(100, max(0, (30 - {{step.days_until_close}}) * 3))

skip: step.days_until_close is_null

■ stale_contacts count

Count items in contacts

■ contact_risk math

Calculate: min(100, {{step.stale_contacts}} * 25)

■ total_risk weighted_score

Weighted score from: activity risk (NaN%), close date risk (NaN%), contact risk (NaN%)

■ meets_threshold compare

Check if total risk is at least setting ai threshold

■ ai_ready all

Check if all conditions are true

■ ai_context pick

Keep only specific fields from

skip: step.ai_ready equal false

✦ ai_narrative ai-prompt

AI generates a response from a custom prompt (PII auto-protected)

skip: step.ai_ready equal false

■ risk_checklist to_checklist

Format results as an actionable checklist

■ risk_summary to_summary

Format results as a summary card

▼

Output

summary risk_summary

checklist risk_checklist

ai_analysis ai_narrative

Settings 5 configurable

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

enable ai toggle = on

ai threshold number = 50

close weight number = 0.3

activity weight number = 0.4

contacts weight number = 0.3