Detects when multiple sales reps have engaged contacts at an account within the configured window. Shows warning with involved rep names and activity table when overlap occurs.

How it works 14 steps

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

Data fetch

▼ account_contacts company-contacts-hubspot

Fetch contacts from hubspot

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Process (13 steps)

■ contact_ids map

Extract from each item

◆ contact_activities contact-activities-hubspot

Fetch activities from hubspot

■ safe_contact_activities map

Extract from each item

⚠ guard_no_activities guard

Stop if safe contact activities is empty

■ other_owner_activities filter

Filter by condition

⚠ guard_no_overlap guard

Stop if other owner activities is empty

■ sorted_activities sort

Sort by

■ grouped_owners group_by

Group by owner_name

■ owner_entries to_list

Apply to_list

■ distinct_owner_names pluck

Extract key from each item

■ owner_names_string join

Join items with ", "

■ overlap_checklist to_checklist

Format results as an actionable checklist

■ overlap_table to_table

Format results as a data table

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Output

checklist overlap_checklist

table overlap_table

Settings 1 configurable

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

overlap window days number = 14