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
Use Agreement Watch in Recued for contracts, renewals, notice period, and supplier. It includes 10 built-in actions and 3 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.
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.
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
limit
setting
=
200
within days
setting
=
60