Use “PandaDoc document status digest” in Recued. It provides a scheduled, read-only PandaDoc contract status digest.

How it works 17 steps

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

Process (17 steps)

■ documents_raw ?

■ templates_raw ?

■ forms_raw ?

■ defaults defaults

Apply defaults

■ forms default

Apply default

■ document_count count

Count items in documents

■ template_count count

Count items in templates

■ form_count count

Count items in forms

■ has_documents compare

Check if document count is greater than 0

■ notify_enabled compare

Check if setting notify when documents equals true

■ should_notify all

Check if all conditions are true

■ notify ?

skip: step.should_notify not_equal true

■ document_rows slice

Take a subset of

■ template_rows slice

Take a subset of

■ document_table to_table

Format results as a data table

■ template_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 7 configurable

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

channels setting = in_app

end hour setting = 10

pandadoc setting =

weekdays setting = 1,2,3,4,5

row limit setting = 25

start hour setting = 8

notify when documents setting = true