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Deal Risk Scanner

by recued-core v1 context

Instantly identifies deal risks: activity gaps, overdue close dates, and stale contacts. Shows AI analysis when risks are detected and enabled.

How it works

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 (3)

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

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

Tags

hubspot dealriskhubspot

Details

31 steps 3 configurable settings recipe_id: scan-deal-risk-hubspot

Install

Install in Recued View publisher Open Kitchen

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