Workflow origin for the PandaDoc document closure loop. It reads one document's status and details for context, sends that draft document through recued-core.pandadoc.document.send with owner-provided subject/message, and when the send succeeds it seeds durable data.shared closure state for pandadoc-document-closure-watcher. It uses user-configured deterministic copy rather than AI and does not create documents, edit recipients, send reminders, configure auto-reminders or auto-expiration, open embedded sessions, configure webhooks, download files, delete, transfer ownership, or call arbitrary PandaDoc endpoints.
PandaDoc Document Closure Loop
Workflow pack for Recued-sent PandaDoc documents. It composes the PandaDoc capability pack with a closure ledger: send one draft or approved document through the existing PandaDoc approval gate, persist only the document/template linkage in data.shared, and let a scheduled watcher re-read that exact document until PandaDoc reports completion, exception, or an approval-complete state that needs the owner to send again. This pack does not duplicate PandaDoc auto reminders, manual reminders, auto-expiration, webhook administration, or general document status dashboards; it adds Recued-visible closure state for documents Recued sent.
What this pack installs
Included recipes
5 pinned recipes
This pack installs the complete recipe workflow together. 2 supporting recipes run as background automation.
Scheduled adopter for PandaDoc document closure rows seeded by send-pandadoc-document-with-closure. It lists only Recued-originated document watches, re-reads a bounded batch of document from PandaDoc, and closes the shared row when PandaDoc reports a terminal status or an approval-complete status that needs the owner to send again. It can notify the owner on completion or exception status, but it never sends documents, sends reminders, changes recipients, configures auto-reminders or auto-expiration, creates webhooks, downloads files, deletes documents, transfers ownership, or calls arbitrary PandaDoc endpoints.
Read-only PandaDoc document brief. It reads one document's status and detailed evidence through recued-core.pandadoc, then asks the AI summarizer for recipient state, approval/payment context, pricing and metadata signals, risks, and next steps. It never sends, downloads, deletes, creates sessions, edits recipients, moves folders, or mutates the document.
Low-frequency timeout role for recued-core/pandadoc-document-closure. It moves a bounded batch of expired rows from active to timed_out, deletes the active copy only after the durable timeout write succeeds, and notifies the owner once per batch.
Owner-visible list/close role for recued-core/pandadoc-document-closure. It lists bounded active, timed-out, and closed rows. Supplying a timed-out or closed key deletes only that exact terminal row; active watches cannot be deleted here.
Builds on
- pandadoc v1+
Trust & control
What installing this whole pack would let it do. Recued grants these permissions at install — review them there before approving.