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Document requests board

by recued-core v3 42 views

Use “Document requests board” in Recued. Every open document request with what is still outstanding, and every line waiting on your decision. It reads information without changing data in the connected service.

Complete workflow

Client Document Intake 9 pinned recipes

Use Client Document Intake in Recued for drop link, reception, documents, and checklist. It includes 14 built-in actions and 8 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 “Document requests board” in Recued. Every open document request with what is still outstanding, and every line waiting on your decision. It reads information without changing data in the connected service.

pack:client-document-intakedocumentschecklistboard
by recued-core pinned v3

Use “Open a document request” in Recued. Open one document request against a Reception drop link and write its checklist.

pack:client-document-intakedrop-linkreceptiondocuments
by recued-core pinned v2

Use “Match a dropped document” in Recued. Fires when a file lands in the relevant record and proposes which outstanding checklist line it satisfies. It proposes only — the line stays missing until you confirm it.

pack:client-document-intakedrop-linkreceptiondocuments
by recued-core pinned v4

Use “Confirm a document” in Recued. Accept the proposal on one checklist line, or clear it. This is the step that turns a file arriving into a document received — the two are different facts and the pack keeps them apart.

pack:client-document-intakedocumentschecklistrecords
by recued-core pinned v4

Use “Accept documents in bulk” in Recued. Tick the proposals you believe and accept them in one go. Same decision as confirming one line, made once for several — the board stays the board, and this is where a batch is done.

pack:client-document-intakedocumentschecklistbulk
by recued-core pinned v3

Use “Repair blank checklist lines” in Recued. Remove the empty checklist lines a defect wrote before 21 September 2026, so a request opened with no documents stops showing a line whose label is a leftover placeholder. It asks before each removal, and it never deletes the request itself.

pack:client-document-intakedocumentsrepairrecords
by recued-core pinned v2
Show all 9 recipes

Use “Chase the missing documents” in Recued. Email one client the list of documents still outstanding, with their drop link.

pack:client-document-intakedocumentschecklistmail
by recued-core pinned v3

Use “One required doc” in Recued. Open one required doc from the list that names it, and read everything recorded about that required doc on one page.

pack:client-document-intakerequired-docdetailnavigation
by recued-core pinned v1
View pack details, dependencies, and permissions →

Working the board

Stage picks what you are looking at:

  • proposed — lines the matcher believes are satisfied, waiting on you. This is the queue that needs a human.
  • missing — still outstanding, nothing proposed.
  • received — you accepted them.
  • all — everything, newest first.

The Confirm row action opens Confirm a document with the line already filled in, so a line id never gets retyped.

⚠ proposed is not received. A proposal is the matcher's guess from a filename — see Match a dropped document for why it can never be more than that.

⚠ A page is at most 100 lines. Narrow with Stage rather than raising the limit.

How it works 19 steps

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

Process (19 steps)
■ row_limit clamp
Clamp setting limit between 1 and 100
■ show_all compare
Check if setting stage equals all
◆ docs_filtered recued-core.client-document-intake.required_doc.search
Search required doc on client document intake
skip: step.show_all equal true
◆ docs_all recued-core.client-document-intake.required_doc.search
Search required doc on client document intake
skip: step.show_all equal false
■ doc_rows coalesce
Use the first available value from: docs filtered records, docs all records
■ rows default
Apply default
■ request_refs pluck
Extract request_ref from each item
◆ requests recued-core.client-document-intake.request.search
Search request on client document intake
■ request_rows default
Apply default
■ request_index map
Extract from each item
■ rows_with_client enrich_by
Apply enrich_by
■ board_rows map
Extract from each item
◆ missing_count recued-core.client-document-intake.required_doc.count
Count required doc on client document intake
◆ proposed_count recued-core.client-document-intake.required_doc.count
Count required doc on client document intake
◆ received_count recued-core.client-document-intake.required_doc.count
Count required doc on client document intake
◆ open_requests recued-core.client-document-intake.request.count
Count request on client document intake
■ shown_count count
Count items in rows
■ board_table to_table
Format results as a data table
■ card to_summary
Format results as a summary card
▼
Output
filter docs_filtered
summary card
table board_table
Settings 2 configurable

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

limit setting = 50
stage setting = proposed

Uses (4 operations)

Pack operation Search required doc on client document intake recued-core.client-document-intake.required_doc.search
Pack operation Search request on client document intake recued-core.client-document-intake.request.search
Pack operation Count required doc on client document intake recued-core.client-document-intake.required_doc.count
Pack operation Count request on client document intake recued-core.client-document-intake.request.count

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 Client Document Intake read-only
Read: required_doc.search · No approvalRead: request.search · No approvalRead: required_doc.count · No approvalRead: request.count · No approval

About

Tags

pack:client-document-intakedocumentschecklistboardread-onlyrecordsv3

Details

19 steps 2 configurable settings recipe_id: list-document-requests