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Contract Renewal Tracker

by recued-core v2 39 views

Use “Contract Renewal Tracker” in Recued. Tracks contract renewal status with visual alerts for approaching/overdue renewals.

How it works 6 steps

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

Data fetch
▼ company recued-core.hubspot.company.read
Read company on hubspot
▼
Process (5 steps)
⚠ validate_contract_date 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_metrics to_summary
Format results as a summary card
■ renewal_checklist to_checklist
Format results as an actionable checklist
▼
Output
summary summary_metrics
checklist renewal_checklist
Settings 2 configurable

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

warn threshold days number = 30
alert threshold days number = 7

Uses (1 operation)

Pack operation Read company on hubspot recued-core.hubspot.company.read

About

Tags

hubspot accountcontractrenewalhubspot

Details

6 steps 2 configurable settings recipe_id: compute-contract-renewal-hubspot