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DocuSign envelope status digest

by recued-core v1

Scheduled status digest for one DocuSign account. It searches a bounded page of envelopes by status/date, renders a compact table, and optionally sends an in-app nudge when matching envelopes are present. Read-only: sending, voiding, recipient updates, template changes, binary downloads, and Connect administration stay outside this workflow.

How it works 12 steps

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

Process (12 steps)
search ?
envelopes default
Apply default
envelope_count count
Count items in envelopes
has_matches compare
Check if envelope count is greater than 0
notify_enabled compare
Check if setting notify when matches equals true
should_notify all
Check if all conditions are true
notify ?
skip: step.should_notify not_equal true
rows slice
Take a subset of
subjects pluck
Extract emailSubject from each item
subjects_text join
Join items with " "
table to_table
Format results as a data table
card to_summary
Format results as a summary card
Settings 12 configurable

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

status setting = sent,delivered
to date setting =
channels setting = in_app
docusign setting =
end hour setting = 10
weekdays setting = 1,2,3,4,5
from date setting =
row limit setting = 25
account id setting =
start hour setting = 8
search text setting =
notify when matches setting = true

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Where it runs

Device + server Runs on your device (browser) or your server.

Permissions it requires

Send notificationsRead your Docusign connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

docusign docusignesignatureenvelopescontractsstatusschedulenotificationpack:docusign

Details

12 steps 12 configurable settings recipe_id: docusign-envelope-status-digest