Validates deal-stage prerequisites and shows advancement readiness.

How it works 10 steps

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

Data fetch

▼ deal ?

▼

Process (9 steps)

⚠ guard_empty_deal guard

Stop if deal result properties is empty

■ next_stage switch

Map deal result properties dealstage to one of: Proposal, Qualified, Negotiation

■ qualified_stage_ready all

Check if all conditions are true

■ proposal_stage_ready all

Check if all conditions are true

■ negotiation_stage_ready all

Check if all conditions are true

■ current_stage_readiness switch

Map deal result properties dealstage to one of: Proposal, Qualified, Negotiation

■ readiness_message switch

Map current stage readiness to one of: true, false

■ prereq_checklist to_checklist

Format results as an actionable checklist

■ readiness_summary to_summary

Format results as a summary card

Settings 1 configurable

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

hubspot setting =