Read-only PandaDoc document brief. It reads one document's status and detailed evidence through recued-core.pandadoc, then asks the AI summarizer for recipient state, approval/payment context, pricing and metadata signals, risks, and next steps. It never sends, downloads, deletes, creates sessions, edits recipients, moves folders, or mutates the document.
PandaDoc document evidence brief
Read-only PandaDoc document brief. It reads one document's status and detailed evidence through recued-core.pandadoc, then asks the AI summarizer for recipient state, approval/payment context, pricing and metadata signals, risks, and next steps. It never sends, downloads, deletes, creates sessions, edits recipients, moves folders, or mutates the document.
Complete workflow
PandaDoc Document Closure Loop
5 pinned recipes
Workflow pack for Recued-sent PandaDoc documents. It composes the PandaDoc capability pack with a closure ledger: send one draft or approved document through the existing PandaDoc approval gate, persist only the document/template linkage in data.shared, and let a scheduled watcher re-read that exact document until PandaDoc reports completion, exception, or an approval-complete state that needs the owner to send again. This pack does not duplicate PandaDoc auto reminders, manual reminders, auto-expiration, webhook administration, or general document status dashboards; it adds Recued-visible closure state for documents Recued sent.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Workflow origin for the PandaDoc document closure loop. It reads one document's status and details for context, sends that draft document through recued-core.pandadoc.document.send with owner-provided subject/message, and when the send succeeds it seeds durable data.shared closure state for pandadoc-document-closure-watcher. It uses user-configured deterministic copy rather than AI and does not create documents, edit recipients, send reminders, configure auto-reminders or auto-expiration, open embedded sessions, configure webhooks, download files, delete, transfer ownership, or call arbitrary PandaDoc endpoints.
Scheduled adopter for PandaDoc document closure rows seeded by send-pandadoc-document-with-closure. It lists only Recued-originated document watches, re-reads a bounded batch of document from PandaDoc, and closes the shared row when PandaDoc reports a terminal status or an approval-complete status that needs the owner to send again. It can notify the owner on completion or exception status, but it never sends documents, sends reminders, changes recipients, configures auto-reminders or auto-expiration, creates webhooks, downloads files, deletes documents, transfers ownership, or calls arbitrary PandaDoc endpoints.
Low-frequency timeout role for recued-core/pandadoc-document-closure. It moves a bounded batch of expired rows from active to timed_out, deletes the active copy only after the durable timeout write succeeds, and notifies the owner once per batch.
Owner-visible list/close role for recued-core/pandadoc-document-closure. It lists bounded active, timed-out, and closed rows. Supplying a timed-out or closed key deletes only that exact terminal row; active watches cannot be deleted here.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (8 steps)
document_id
trim
Trim whitespace from setting document id
status
?
document
?
recipients
default
Apply default
recipient_count
count
Count items in recipients
summarize
?
recipient_table
to_table
Format results as a data table
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
focus
setting
=
Summarize this PandaDoc document's lifecycle status, recipient completion state, approval flow, payment or pricing context, metadata, blocking risks, and concrete next steps. Do not invent facts outside the PandaDoc data.
pandadoc
setting
=
max length
setting
=
900
document id
setting
=
Trust & control
What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.