Use “What needs a decision” in Recued. Active agreements ordered by the date you have to decide by, split into missed, due within the window, and later.
What needs a decision
Use “What needs a decision” in Recued. Active agreements ordered by the date you have to decide by, split into missed, due within the window, and later.
Complete workflow
Agreement Watch
5 pinned recipes
Use Agreement Watch in Recued for contracts, renewals, notice period, and supplier. It includes 10 built-in actions and 4 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Record an agreement” in Recued. Record a contract you are inside, with the notice you owe — the pack derives the date you actually have to decide by.
Use “Record what you decided” in Recued. Renew, cancel or renegotiate. Renewing rolls the renewal date forward and recomputes the next decision deadline from it.
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “One agreement” in Recued. Open one agreement from the list that names it, and read everything recorded about that agreement on one page.
What needs deciding
Ordered by the date you must decide by — not by renewal date, which is always later and always less useful.
⛔⛔ A MISSED WINDOW IS SHOWN FIRST AND SEPARATELY. If the notice date has passed and the agreement auto-renews, you are committed to another term unless the other side agrees otherwise. That is the expensive state and it must never be mixed in with things that are merely coming up.
⚠ The three buckets are disjoint and account for every active row, and the card says so. A row that fell out of all three would be an agreement you are inside and cannot see, which is the one failure a list like this must not have.
⚠ It sends nothing and cancels nothing. Giving notice is a conversation, usually a written one, and a tool that started it for you would eventually start one you did not want.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (34 steps)
now_iso
date_add
Add 0 seconds to
today_local
date_format
Format as a date
today
default
Apply default
horizon_iso
date_add
Add setting within days days to
horizon_local
date_format
Format as a date
horizon
default
Apply default
active
recued-core.agreement-watch.agreement.search
Search agreement on agreement watch
missed_rows
recued-core.agreement-watch.agreement.search
Search agreement on agreement watch
due_rows
recued-core.agreement-watch.agreement.search
Search agreement on agreement watch
rows
default
Apply default
row_count
count
Count items in rows
view
map
Extract from each item
missed
map
Extract from each item
due_all
map
Extract from each item
due_all_count
count
Count items in due all
missed_count
count
Count items in missed
upcoming_count
math
Calculate: {{step.due_all_count}} - {{step.missed_count}}
later_count
math
Calculate: {{step.row_count}} - {{step.due_all_count}}
missed_auto
filter
Filter by condition
missed_auto_count
count
Count items in missed auto
annual_raw
sum
Sum values in
annual
round
Round annual raw to 2 decimal places
at_risk_raw
sum
Sum values in
at_risk
round
Round at risk raw to 2 decimal places
partition_total
math
Calculate: {{step.missed_count}} + {{step.upcoming_count}} + {{step.later_count}}
partitions_agree
compare
Check if partition total equals row count
urgent
default
Apply default
urgent_sorted
sort
Sort by decide_by
table_rows
map
Extract from each item
table
to_table
Format results as a data table
all_sorted
sort
Sort by decide_by
all_table_rows
map
Extract from each item
all_table
to_table
Format results as a data table
card
to_summary
Format results as a summary card
▼
Output
summary
card
table
table
table
all_table
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
limit
setting
=
200
within days
setting
=
60
Uses (1 operation)
Pack operation
Search agreement on agreement watch
recued-core.agreement-watch.agreement.search
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.
What it's allowed to do
Read
Pack
Agreement Watch
read-only
Read: agreement.search · No approval