Follow-up Reminder
Checks days since last activity on contact/deal/ticket and shows overdue status or missing data.
How it works
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
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