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Deal Risk Snapshot

by recued-core v1 context

Three-check risk assessment for deal health. AI analysis runs when enabled and risks are detected.

How it works

Data fetch
▼ deal deal-reader-hubspot
Fetch reader from hubspot
▼ contacts deal-contacts-hubspot
Fetch contacts from hubspot
▼
Process (14 steps)
■ days_since_activity date_diff
Calculate days between deal last activity date and now
skip: step.deal.last_activity_date is_null
■ days_past_close date_diff
Calculate days between deal close date and now
skip: step.deal.close_date is_null
■ days_until_close math
Calculate: abs({{step.days_past_close}})
skip: step.days_past_close is_null
■ contacts_with_days map
Extract last_contacted from each item
skip: step.contacts is_empty
■ stale_contacts filter
Filter by condition
skip: step.contacts is_empty
■ stale_contacts_count count
Count items in stale contacts
skip: step.contacts is_empty
■ activity_issue any
Check if any of the conditions are true
■ close_date_issue any
Check if any of the conditions are true
■ contacts_issue compare
Check if stale contacts count is greater than 0
skip: step.contacts is_empty
■ risk_score math
Calculate: ({{step.activity_issue}} ? 1 : 0) + ({{step.close_date_issue}} ? 1 : 0) + ({{step.contacts_issue}} ? 1 : 0)
■ ai_ready all
Check if all conditions are true
■ risk_checklist to_checklist
Format results as an actionable checklist
■ ai_context pick
Keep only specific fields from
skip: step.ai_ready equal false
✦ ai_analysis ai-prompt
AI generates a response from a custom prompt
skip: step.ai_ready equal false
▼
Output
checklist risk_checklist
ai_analysis ai_analysis

Settings (3)

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

enable ai toggle = on
max days since activity number = 7
stale contact window days number = 30

Tags

hubspot dealriskhubspotsalesassessment

Details

16 steps 3 configurable settings recipe_id: risk-snapshot-deal-hubspot

Install

Install in Recued View publisher Open Kitchen

If the webclient is not paired yet, copy risk-snapshot-deal-hubspot and paste it after pairing.