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

How it works 16 steps

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

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

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

enable ai toggle = on

max days since activity number = 7

stale contact window days number = 30