Recued
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Follow-up Reminder

by recued-core v2 33 views

Checks days since last activity on contact/deal/ticket and shows overdue status or missing data.

How it works 6 steps

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

Data fetch
contact contact-reader-hubspot
Fetch reader from hubspot
deal deal-reader-hubspot
Fetch reader from hubspot
ticket ticket-reader-hubspot
Fetch reader from hubspot
Process (3 steps)
last_touch_timestamp coalesce
Use the first available value from: contact last contacted, deal last activity date, ticket updated at
days_since_touch date_diff
Calculate days between last touch timestamp and now
skip: step.last_touch_timestamp is_null
followup_checklist to_checklist
Format results as an actionable checklist
Output
checklist followup_checklist
Settings 1 configurable

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

reminder threshold days number = 14

Uses (3 ingredients)

Ingredient contact-reader-hubspot contact-reader-hubspot
Ingredient deal-reader-hubspot deal-reader-hubspot
Ingredient ticket-reader-hubspot ticket-reader-hubspot

About

Tags

hubspot follow-upremindercontactdealtickethubspotactivity

Details

6 steps 1 configurable settings recipe_id: followup-reminder-entity-hubspot