Deal Risk Scanner
Instantly identifies deal risks: activity gaps, overdue close dates, and stale contacts. Shows AI analysis when risks are detected and enabled.
How it works
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 (29 steps)
contacts_safe
coalesce
Use the first available value from: contacts,
days_since_activity_raw
date_diff
Calculate days between deal last activity date and now
skip: step.deal.last_activity_date is_null
days_since_activity_display
template
Generate text from a template
skip: step.days_since_activity_raw is_null
days_since_activity_final
coalesce
Use the first available value from: days since activity display, No activity recorded
is_overdue_raw
is_past
Check if is in the past
skip: step.deal.close_date is_null
is_overdue
coalesce
Use the first available value from: is overdue raw, false
close_date_formatted
template
Generate text from a template
skip: step.deal.close_date is_null
close_date_display
coalesce
Use the first available value from: close date formatted, Not set
contacts_null_email
filter
Filter by condition
count_null_email
count
Count items in contacts null email
contacts_valid_email
filter
Filter by condition
contacts_with_days
map
Extract last_email_date from each item
stale_valid_email
filter
Filter by condition
count_stale_valid
count
Count items in stale valid email
stale_count
math
Calculate count null email plus count stale valid
total_contacts
count
Count items in contacts safe
has_contacts
compare
Check if total contacts is greater than
stale_count_positive
compare
Check if stale count is greater than
stale_contacts_risk
all
Check if all conditions are true
activity_risk
any
Check if any of the conditions are true
overdue_risk
compare
Check if is overdue equals
any_risk
any
Check if any of the conditions are true
should_ai
all
Check if all conditions are true
ai_context
pick
Keep only specific fields from
skip: step.should_ai equal false
hashed
hash_replace
Anonymize sensitive fields for safe AI processing
skip: step.should_ai equal false
analysis
ai-prompt
AI generates a response from a custom prompt
skip: step.should_ai equal false
restored
hash_restore
Restore anonymized fields back to real values
skip: step.analysis is_null
metrics
to_summary
Format results as a summary card
health
to_checklist
Format results as an actionable checklist
▼
Output
summary
metrics
checklist
health
ai_analysis
restored
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
enable ai
toggle
=
on
stale contact days
number
=
30
max days since activity
number
=
7
Uses (3 ingredients)
Ingredient
deal-reader-hubspot
deal-reader-hubspot
Ingredient
deal-contacts-hubspot
deal-contacts-hubspot
Legacy
AI Custom Prompt
ai-prompt
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.
What it's allowed to do
Read
Legacy
AI Custom Prompt
read-only
2 more ingredients could not be resolved from the marketplace.