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 ?

▼

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

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