Scheduled read-only PandaDoc contract status digest. It lists recent documents, templates, and forms through recued-core.pandadoc, renders compact review tables, and optionally sends an in-app nudge when documents are visible. It never creates, sends, deletes, downloads, opens embedded sessions, changes ownership, mutates folders, or calls arbitrary PandaDoc endpoints.

How it works 18 steps

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

Process (18 steps)

■ documents_raw ?

■ templates_raw ?

■ forms_raw ?

■ documents default

Apply default

■ templates default

Apply default

■ forms default

Apply default

■ document_count count

Count items in documents

■ template_count count

Count items in templates

■ form_count count

Count items in forms

■ has_documents compare

Check if document count is greater than 0

■ notify_enabled compare

Check if setting notify when documents equals true

■ should_notify all

Check if all conditions are true

■ notify ?

skip: step.should_notify not_equal true

■ document_rows slice

Take a subset of

■ template_rows slice

Take a subset of

■ document_table to_table

Format results as a data table

■ template_table to_table

Format results as a data table

■ card to_summary

Format results as a summary card

Settings 7 configurable

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

channels setting = in_app

end hour setting = 10

pandadoc setting =

weekdays setting = 1,2,3,4,5

row limit setting = 25

start hour setting = 8

notify when documents setting = true