Follow-up Reminder

by recued-core v2 context

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

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

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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

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Output

checklist followup_checklist

Configurable at install. Defaults shown — change anytime in the extension.

reminder threshold days number = 14

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

If the webclient is not paired yet, copy followup-reminder-entity-hubspot and paste it after pairing.