Tracks proposal expiration status with dynamic checklist and summary.

How it works 11 steps

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

Data fetch

▼ deal ?

▼

Process (10 steps)

⚠ guard_missing_proposal_date guard

Stop if deal result properties proposal sent date is missing

■ days_since_proposal date_diff

Calculate days between deal result properties proposal sent date and now

■ days_until_expiration math

Calculate: {{config.expiration_window_days}} - {{step.days_since_proposal}}

■ days_expired math

Calculate: max(0, -{{step.days_until_expiration}})

■ is_positive compare

Check if days until expiration is greater than 0

■ within_threshold compare

Check if days until expiration is at most setting warn threshold days

■ is_warning all

Check if all conditions are true

■ expiration_date date_add

Add setting expiration window days days to

■ expiration_checklist to_checklist

Format results as an actionable checklist

■ expiration_summary to_summary

Format results as a summary card

Settings 3 configurable

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

hubspot setting =

warn threshold days number = 3

expiration window days number = 14