Tracks contract end date, calculates days until renewal, and displays status checklist with thresholds.

How it works 6 steps

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

Data fetch

▼ company ?

▼

Process (5 steps)

⚠ has_contract_end guard

Stop if company result properties contract end date is missing

■ days_until_renewal date_diff

Calculate days between now and company result properties contract end date

■ is_approaching all

Check if all conditions are true

■ summary_fields to_summary

Format results as a summary card

■ checklist_items to_checklist

Format results as an actionable checklist

Settings 3 configurable

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

hubspot setting =

warn threshold days number = 30

alert threshold days number = 7