Use “Stage Prerequisites Checker” in Recued. Shows what a HubSpot deal still needs before it moves past its current stage: only that stage's prerequisites, each met, missing or not tracked yet, and whether the deal is ready to move on.

How it works 16 steps

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

Data fetch

▼ deal recued-core.hubspot.deal.read

Read deal on hubspot

▼

Process (15 steps)

⚠ guard_empty_deal guard

Stop if deal result properties is empty

■ at_qualified compare

Check if deal result properties dealstage equals

■ at_proposal compare

Check if deal result properties dealstage equals

■ at_negotiation compare

Check if deal result properties dealstage equals

■ at_tracked_stage any

Check if any of the conditions are true

■ qualified_checklist to_checklist

Format results as an actionable checklist

skip: step.at_qualified equal false

■ proposal_checklist to_checklist

Format results as an actionable checklist

skip: step.at_proposal equal false

■ negotiation_checklist to_checklist

Format results as an actionable checklist

skip: step.at_negotiation equal false

■ untracked_stage_checklist to_checklist

Format results as an actionable checklist

skip: step.at_tracked_stage equal true

■ prereq_checklist coalesce

Use the first available value from: qualified checklist, proposal checklist, negotiation checklist, untracked stage checklist

■ open_items filter

Filter by condition

skip: step.at_tracked_stage equal false

■ open_count count

Count items in open items

skip: step.at_tracked_stage equal false

■ readiness switch

Map open count to one of: 0

skip: step.at_tracked_stage equal false

■ readiness_text coalesce

Use the first available value from: readiness, No prerequisites for this stage

■ readiness_summary to_summary

Format results as a summary card

▼

Output

summary readiness_summary

checklist prereq_checklist

Settings 3 configurable

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

proposal stage setting = presentationscheduled

qualified stage setting = qualifiedtobuy

negotiation stage setting = contractsent